Apple-Supplier Foxconn Weighs $7 Billion U.S. Display Plant – Bloomberg (Jan 23, 2017)

There are lots of pieces that come together in this announcement, though the actual details are still very vague, and no final decisions have been made. Firstly, there’s the pressure from President Trump during the campaign (repeated since in a gentler manner) for Apple to produce some of its hardware in the US. Then there’s the recent meeting between the SoftBank and Foxconn CEOs and Trump around bringing jobs to the US. And finally, the suggestion Apple might use Sharp (now owned by Foxconn to make OLED displays for the next iPhones). One scenario is that, as with the Mac Pro, Apple chooses a relatively low-volume, high margin product to manufacture in part in the US, with OLED screens from Sharp for a high-end iPhone 8 model one possibility. Apple has remained entirely silent on the question of manufacturing in the US, and of course doesn’t actually build its own devices anywhere, instead relying on Foxconn to do the assembly, so the ball here is somewhat in Foxconn’s court – without its support, Apple likely can’t do anything.

via Apple-Supplier Foxconn Weighs $7 Billion U.S. Display Plant – Bloomberg


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