I'm interested to know to what extent this is just assembly of parts imported from China, or whether the real control over things like the M1 chip assembly, secure element, logic board, etc. are also moved to Vietnam? Seems like that's the secret sauce / real proprietary stuff that tells you whether the high value is moving too. (or maybe that is not even in China either)
And do they have the surrounding parts + engineering ecosystems that is so touted as why China is the place to get things built?
And do they have the surrounding parts + engineering ecosystems that is so touted as why China is the place to get things built?