TrainedMonkey
Joined 13 years ago
Joined 13 years ago
My understanding is that Shenzhen dominance so far is from 3 pillars - low minimum order size, low per-part price, and fast response. They can do that because they have lot of highly trained labor that work mad hours. So to compete you would need to leverage a lot of automation... which would be a lot less flexible and very rocky at the start. Would love to get a correction from someone more familiar with the situation.
It's a public company that is beholden to the shareholders. They have to explain what they are doing. But I agree with you, seems sus. Even if you can make more money by scaling the old tech today, that does not justify dropping the future innovation. Especially because by all accounts they are swimming in cash... Unless they are telling the truth and 4f extra complexity does not justify extra cost. I really have no context to evaluate that.