Vietnam’s supply chain role expected to remain: AmCham

rockdog

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[/QUOTE]
U should keep updating news abt VN's economy, Samsung, LG, Nike etc are still in VN, more JP companies are coming to VN. Lego has just invested 1 billion USD in VN.

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I am keep updatign news about VN's economy, just sometimes not all the good news.
Chinese industry watchers recently reported lots of orders back to China from Viet, as I post above.

 

rockdog

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CN is just like N.Korea, trying to look "strong" and wealthy outside but rotten inside. Hundred million Cnese can't afford to raise kids like in N.Korea, thats why both CN-NK's bird rate are dropping fast, bro.
Most east nations and region like S.Korea, Japan, Taiwan, HK are facing low birth rate, it's not by porverty, but the mordenization and urbanization.

The poorer nations have higher birth rate like some nations from ASEAN and Africa.

This is common sense of demography sicence, I don't thinkn you have enought education background.
 

rockdog

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There are still too many poor ppl in CN (600 million) who earn only 140 usd per month and there are No way to help those poor Cnese have better lives.
In other words, China has 800 million people as mid class with relatively high income, as the biggest comsuming marketing.

There is income disparity no doubt about it, but China is still a nation with Per GDP with $12,000 by 2021.

Thats still not enough for CN to compete with SK, TW.
Told you if your nation's export figure is 70% accouted by Sumsumg, you won't have eye sight to see the big picture. Electronics is just part of the whole industry world, you just can not get your conclusion right just wondering local assembly line.
 

VivaVietnamm

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I am keep updatign news about VN's economy, just sometimes not all the good news.
Chinese industry watchers recently reported lots of orders back to China from Viet, as I post above.

Maybe just some low tech Nike shoes factories bcs VN also don't have enough workers due to Covid while Samsung, LG, Lego, Japan etc keep increasing their investment in VN.

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South Korean Amkor Technology to pour $1.6 bln into Vietnam semiconductor plant
By Dat Nguyen

Thu, 12/16/2021 | 15:16 (GMT+7)

South Korea’s Amkor Technology will invest $1.6 billion in a semiconductor plant in the northern province of Bac Ninh.

 

VivaVietnamm

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. Electronics is just part of the whole industry world, you just can not get your conclusion right just wondering local assembly line.
Yeah, but CN also suffering from US's sanction making CN's economy get much worse , thats why Hundred million Cnese can't afford to raise kids like in N.Korea :lol:
 

rockdog

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While your education background is just the same with poor and starving N.Korean, thats why CN-NK have the same dropping birth rate :lol:
Yeah, but CN also suffering from US's sanction making CN's economy get much worse , thats why Hundred million Cnese can't afford to raise kids like in N.Korea :lol:
Lower birth rate is common in East Asia region, if the economy booming, Japan, S.Korea, HK, Taiwan are all the same, it normally happened after per GDP passed USD10,000.

Another myth which you believed in is because of poverty, nobody forced you to believed so. Wondering how many people buy it.

At least China had high birth rate druing 1970-1980, which truly poor times.



130234.jpg


The data shows, in last ten years, the "poverty region", 15 yrs old boy's height increased from 155.8cm to 166.1cm.
 

VivaVietnamm

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Lower birth rate is common in East Asia region, if the economy booming, Japan, S.Korea, HK, Taiwan are all the same, it normally happened after per GDP passed USD10,000.

Another myth which you believed in is because of poverty, nobody forced you to believed so. Wondering how many people buy it.

At least China had high birth rate druing 1970-1980, which truly poor times.



View attachment 126589

The data shows, in last ten years, the "poverty region", 15 yrs old boy's height increased from 155.8cm to 166.1cm.
Btw, Japan, S.Korea, HK, Taiwan DON'T HAVE ANY CORE TECH in making chips, they have to buy lithography machines to make chips from EU and do what daddy US tell them to do.

They (Japan, S.Korea) are not even a real independence country like N.Korea. No surprise when most of Jpese and Korean dont wanna give birth, bcs they dont want their kids to keep being US's slaves.
 

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Vietnam officially surpassed China to become the main production place for Nike shoes.

CNBC news agency quoted the newly released financial report of the sports company Nike as saying that in 2021, Vietnam's shoe production for Nike accounts for 51%, while this rate in China has dropped to 21%. In 2006, China produced shoes for Nike at 35%.

The report also said that Indonesia also surpassed China in the production rate of Nike shoes with a figure of 35%.

In fact, Nike is not the only representative to move factories from China to Vietnam. Even their biggest rival, Adidas, is moving in a similar direction, with 40% of its footwear production being made in Vietnam.

Why has Vietnam surpassed China to become the largest Nike shoe producer?

best nike air max


The Nike Air Max

According to a representative of the Vietnam Leather, Footwear and Handbag Association, Nike branded products are supplied by 191 manufacturing factories located in 14 countries around the globe. In particular, most of Nike's footwear products are manufactured outside the US through more than 15 independent contract manufacturers. Before 2010, China was the largest manufacturer of Nike footwear, but has since been replaced by Vietnam.

Talking to Lao Dong, Ms. Phan Thi Thanh Xuan - Vice President and General Secretary of the Vietnam Leather - Footwear - Handbag Association, the reason why Vietnam has become the largest Nike shoe producer in the world is because Vietnam has human resources are abundant. "The potential from the abundant labor force is the factor that attracts Nike to choose Vietnam," said Ms. Xuan.

Besides, according to Ms. Xuan, the processing quality of Vietnamese footwear products is quite good, meeting strict requirements from partners.

"In recent years, a number of enterprises in the footwear industry have invested in modern machinery and equipment, automating some production stages, thereby improving labor productivity and product quality." Ms. Xuan said.

In fact, the 4th wave of disease in Vietnam has affected Nike's production quite a lot. There was a time when major Nike shoe suppliers in Vietnam had to temporarily close to prevent the COVID-19 epidemic from causing disruption. Factories in Vietnam then reopened in mid-September 2021.

With a strategy of living safely against the epidemic and high vaccine coverage in Vietnam, Nike's leadership still believes and is optimistic about the uninterrupted supply chain. Currently, Nike factories in Vietnam have returned to normal operations and fulfilled orders in 2022.
 

rockdog

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Btw, Japan, S.Korea, HK, Taiwan DON'T HAVE ANY CORE TECH in making chips, they have to buy lithography machines to make chips from EU and do what daddy US tell them to do.

They (Japan, S.Korea) are not even a real independence country like N.Korea. No surprise when most of Jpese and Korean dont wanna give birth, bcs they dont want their kids to keep being US's slaves.
Again, again. You are just at the beginning stage of assembly business, and just guessing what the high end mamufactures should be.

High end mamufacture is always CORE TECH. Both Intel and Sumsung failed to do 2nm chips by using the same type of lithography machines, only TSMC did, because they are mastering making chips with highly skills with low cost.

East Asia do have lots of core techs on ICT area, Chinsee 5G, Korea's AMOLED, Taiwan's CHIP making, Japan's optical components... the whole world's supuply chain rely on them.

VN as the bottom level of ASEAN, missed all the economic opportunities in 20th century from globalization. It's not only made your poverty, also made your kownledge base quite limited, just like your previous comments.
 

Love Charger

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Again, again. You are just at the beginning stage of assembly business, and just guessing what the high end mamufactures should be.

High end mamufacture is always CORE TECH. Both Intel and Sumsung failed to do 2nm chips by using the same type of lithography machines, only TSMC did, because they are mastering making chips with highly skills with low cost.

East Asia do have lots of core techs on ICT area, Chinsee 5G, Korea's AMOLED, Taiwan's CHIP making, Japan's optical components... the whole world's supuply chain rely on them.

VN as the bottom level of ASEAN, missed all the economic opportunities in 20th century from globalization. It's not only made your poverty, also made your kownledge base quite limited, just like your previous comments.
Okey sirji for saying this , you get 5 kg of onions free.
 

VivaVietnamm

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Again, again. You are just at the beginning stage of assembly business, and just guessing what the high end mamufactures should be.

High end mamufacture is always CORE TECH. Both Intel and Sumsung failed to do 2nm chips by using the same type of lithography machines, only TSMC did, because they are mastering making chips with highly skills with low cost.

East Asia do have lots of core techs on ICT area, Chinsee 5G, Korea's AMOLED, Taiwan's CHIP making, Japan's optical components... the whole world's supuply chain rely on them.

VN as the bottom level of ASEAN, missed all the economic opportunities in 20th century from globalization. It's not only made your poverty, also made your kownledge base quite limited, just like your previous comments.
The world don't need 2nm chips at least in 10 years, but without lithography machines , then Samsung, TSCM can't even manufacture 100nm chips :cool1:

And VN don't "miss" anything, we can buy lithography machines , too and then hire talent guys to manufacture chips for us when we need.

btw, actually US investors own Samsung. East Asia people are only good at bowing down to White master :lol:
18-war-dang-upi.jpg


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Apparently Samsung is majority foreign owned (US hedge funds such as Perry Capital, Yacktman Asset Management and Artisan Partners, among others).

You can find a breakdown of the ownership structure at: Ownership Structure │ Stock │ Investor Relations │ Samsung Global

 
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rockdog

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The world don't need 2nm chips at least in 10 years, but without lithography machines , then Samsung, TSCM can't even manufacture 100nm chips :cool1:
“can't even manufacture 100nm chip” ?

Again and again, dude, your background is from assembly line, you don't know what the high end manufacture is.

Japanese Nikon & Canon can make lithography machines between 45mn -23mn;
Chinese SMEE lithography machines can make 90mn by 2021; 2023 will be 28nm;

23.jpg


12.jpg


45.jpg



And VN don't "miss" anything, we can buy lithography machines , too and then hire talent guys to manufacture chips for us when we need.

btw, actually US investors own Samsung. East Asia people are only good at bowing down to White master :lol:
"then hire talent guys to manufacture chips"?

Yes, it's as easy as hire some guys to build a search engine like google... a popular app like tiktok ...


VN don't "miss" anything?

You lost your best elite people like 5 millions, during war time, and your current education system is suck.
Your best university is only 500th by ranking:

VN during the 1972-1991, hundreds of thousands of Chinese were deprived of all their family property and then deported, causing tens of thousands of deaths. Not only the Chinese, but the Vietnamese government at that time targeted the "reactionaries" of their own ethnic group as seriously. Since then, the Vietnamese have almost never stopped fleeing. Anyone with some wealth and ability wants to flee.

As for how many people ran away, there has been no accurate statistics. According to US figures, there are 2 million Vietnamese in the US, most of whom came little by little in the decades after the Vietnam War. Some people speculate that the entire lost population of Vietnam is close to 5 million, and it is the elite of their country. Not only that, Vietnam's education itself has problems. Vietnam's universities are also divided into liberal arts and sciences, but contrary to China, there are many more liberal arts students than science students in Vietnam. Of course, this is not because Vietnamese people think that science is not important, but because there are not enough jobs for science students, Vietnam's industrial base is too weak, and there are too few jobs for science students.
 

VivaVietnamm

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"then hire talent guys to manufacture chips"?

Yes, it's as easy as hire some guys to build a search engine like google... a popular app like tiktok ...


VN don't "miss" anything?

You lost your best elite people like 5 millions, during war time, and your current education system is suck.
Your best university is only 500th by ranking:

VN during the 1972-1991, hundreds of thousands of Chinese were deprived of all their family property and then deported, causing tens of thousands of deaths. Not only the Chinese, but the Vietnamese government at that time targeted the "reactionaries" of their own ethnic group as seriously. Since then, the Vietnamese have almost never stopped fleeing. Anyone with some wealth and ability wants to flee.

As for how many people ran away, there has been no accurate statistics. According to US figures, there are 2 million Vietnamese in the US, most of whom came little by little in the decades after the Vietnam War. Some people speculate that the entire lost population of Vietnam is close to 5 million, and it is the elite of their country. Not only that, Vietnam's education itself has problems. Vietnam's universities are also divided into liberal arts and sciences, but contrary to China, there are many more liberal arts students than science students in Vietnam. Of course, this is not because Vietnamese people think that science is not important, but because there are not enough jobs for science students, Vietnam's industrial base is too weak, and there are too few jobs for science students.
Okay, then how can we make Cars, EV cars ?? we buy blue print from BMW and hire German experts/ Italian designers to help us make cars/EV.

SO, if we need to make chips, then we can hire talent guys from ASML, Samsung, TSCM to make chips for us ,too /


Soi chi tiết VinFast VF 7 - Anh em của VF e34 nhưng có thiết kế lột xác - 8




Soi chi tiết VinFast VF 7 - Anh em của VF e34 nhưng có thiết kế lột xác - 9

 

rockdog

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Okay, then how can we make Cars, EV cars ?? we buy blue print from BMW and hire German experts/ Italian designers to help us make cars/EV.

SO, if we need to make chips, then we can hire talent guys from ASML, Samsung, TSCM to make chips for us ,too /


Soi chi tiết VinFast VF 7 - Anh em của VF e34 nhưng có thiết kế lột xác - 8




Soi chi tiết VinFast VF 7 - Anh em của VF e34 nhưng có thiết kế lột xác - 9

Making Mobile Phone, EV Car, Chips are total different things.

The Vin Group had only total 10 Billion asset by 2021, and its brand VinSmart phone quit the market by 2021, since the bad performance and invasion of Chinese brands, even 90% of this phone's componoents were from China supply chain.

The Mobile phone is the 2nd comlicated product for consuming market with 1000+ components, guess which one is 1st? Yes, the Automobile, with 20000-40000 parts.

If Vin group can't do the simple thing like making mobile phone, how possible to make EV car? Those cars are made by engineering evaluation version, it's still far from mass production.

Yes, you can use 1 billion USD to buy a team and a plan from BMW and made tens of fancy demo car, raise money from stock market, and then? How to sell to people? More like a capital game with some scum.

To be frank, in Chinese market, 10+ players are buying this kind of car plan, to launch some new brand every month.

The lucky thing is Chinese auto market is the biggest in the world so dose the supply chain, and people have purcahse power. But for Vietnam's per $2,000 GDP (it's Per GDP, not Per income!) and bad power grid, i don't see any chance.


You always tried to switch topic, from birth rate to Chip making now to automobile, after i pointed you lack of basic knowledge to each industry, try to learn somewhere out of assembly line dude.


*this is the lithography machines market by 2020, you said only ASML can make it....

123.jpg
 

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Making Mobile Phone, EV Car, Chips are total different things.

The Vin Group had only total 10 Billion asset by 2021, and its brand VinSmart phone quit the market by 2021, since the bad performance and invasion of Chinese brands, even 90% of this phone's componoents were from China supply chain.

The Mobile phone is the 2nd comlicated product for consuming market with 1000+ components, guess which one is 1st? Yes, the Automobile, with 20000-40000 parts.

If Vin group can't do the simple thing like making mobile phone, how possible to make EV car? Those cars are made by engineering evaluation version, it's still far from mass production.

Yes, you can use 1 billion USD to buy a team and a plan from BMW and made tens of fancy demo car, raise money from stock market, and then? How to sell to people? More like a capital game with some scum.

To be frank, in Chinese market, 10+ players are buying this kind of car plan, to launch some new brand every month.

The lucky thing is Chinese auto market is the biggest in the world so dose the supply chain, and people have purcahse power. But for Vietnam's per $2,000 GDP (it's Per GDP, not Per income!) and bad power grid, i don't see any chance.
Vinfast just dont wanna make phone anymore. How Vinfast sell cars to people ?? Dude, the sale of VF Fadil is No 1 in VN.

--------------
In November, VinFast Fadil’s sales were not too impressive when only ranked 3rd in the whole market. However, the Vietnamese model has the highest cumulative sales in 11 months with 22,375 units, far ahead of the second-ranked model, Hyundai Accent, to nearly 5,000 units.

[
You always tried to switch topic, from birth rate to Chip making now to automobile, after i pointed you lack of basic knowledge to each industry, try to learn somewhere out of assembly line dude.


*this is the lithography machines market by 2020, you said only ASML can make it....

View attachment 133625
switch topic ?? this topic actually is abt VN economy and I may misunderstand that lithography machines is EUV machine. See only ASML can make lithography machines using EUV. The rest are old tech machines that not worth to mention abt.

And even Intel had to rescue Nikon bcs Nikon's machines suck, not worth to keep buying.

------------
In 2002, when Nikon was in a difficult business situation, Intel paid 10 billion yen in development fees in the form of Nikon convertible bonds, helping Nikon survive the difficult period.

 

rockdog

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Vinfast just dont wanna make phone anymore. How Vinfast sell cars to people ?? Dude, the sale of VF Fadil is No 1 in VN.

--------------
In November, VinFast Fadil’s sales were not too impressive when only ranked 3rd in the whole market. However, the Vietnamese model has the highest cumulative sales in 11 months with 22,375 units, far ahead of the second-ranked model, Hyundai Accent, to nearly 5,000 units.

"Vinfast just dont wanna make phone anymore. "
Very good answer, but if it can make profit why quit?

The situation is not as good as you stated.

Last month, the CEO of VinFast bought just quit the job.
VinFast CEO Lohscheller steps down from post


"Vietnamese model has the highest cumulative sales in 11 months with 22,375 units"

It's not EV car, it's traditional car, most components and plan were from suppliers plus a res-kin work.

This is the news about VinFast's EV in 2018, said the order was 2000, just wondering how many delivered now.


I checked our auto industry related forums, some comments:

1. "they bought out dated BWM production lines, and even no air conditioners in main assembly hall, made me feel sick"

2. The boss's daugther came to my company for coopeation years ago, but for them will be very hard to indigenized those components...

3. GOTION Hi tech will provide battery for them ...

If you wana more comment, i can translate to you, dude.



switch topic ?? this topic actually is abt VN economy and I may misunderstand that lithography machines is EUV machine. See only ASML can make lithography machines using EUV. The rest are old tech machines that not worth to mention abt.

And even Intel had to rescue Nikon bcs Nikon's machines suck, not worth to keep buying.

------------
In 2002, when Nikon was in a difficult business situation, Intel paid 10 billion yen in development fees in the form of Nikon convertible bonds, helping Nikon survive the difficult period.

You said

Btw, Japan, S.Korea, HK, Taiwan DON'T HAVE ANY CORE TECH in making chips, they have to buy lithography machines to make chips from EU and do what daddy US tell them to do.
Then i pointed out Canon and Nikon can make them and still selling in 2020.
 

VivaVietnamm

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"Vinfast just dont wanna make phone anymore. "
Very good answer, but if it can make profit why quit?

The situation is not as good as you stated.

Last month, the CEO of VinFast bought just quit the job.
VinFast CEO Lohscheller steps down from post


"Vietnamese model has the highest cumulative sales in 11 months with 22,375 units"
It's not EV car, it's traditional car, most components and plan were from suppliers plus a res-kin work.

This is the news about VinFast's EV in 2018, said the order was 2000, just wondering how many delivered now.


I checked our auto industry related forums, some comments:

1. "they bought out dated BWM production lines, and even no air conditioners in main assembly hall, made me feel sick"

2. The boss's daugther came to my company for coopeation years ago, but for them will be very hard to indigenized those components...

3. GOTION Hi tech will provide battery for them ...

If you wana more comment, i can translate to you, dude.
Why VF quit making phone ?? the answer is simple : they need money to make cars and they wanna be car/ EV company.

DO u see Toyota, Honda, BMW make good phones ??

For some idiot comments from a CN forum :

1. Vinfast haven't sold cars/ EV to CN yet, how do they know our cars have "no air conditioners in main assembly hall "??

2. VF still don't have any plan to sell EV to CN's market, we sell to EU-US, so we don't care what CNese think abt our EV
You said



Then i pointed out Canon and Nikon can make them and still selling in 2020.
Its just bcs I misunderstand that lithography machines is EUV machine, the true still is that without help from white master, JP-CN can't make any lithography machines using EUV tech bcs white master don't share the latest EUV tech to JP.

You guys only good at bowing down to white master to survive :lol:
 

rockdog

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Why VF quit making phone ?? the answer is simple : they need money to make cars and they wanna be car/ EV company.

DO u see Toyota, Honda, BMW make good phones ??

For some idiot comments from a CN forum :

1. Vinfast haven't sold cars/ EV to CN yet, how do they know our cars have "no air conditioners in main assembly hall "??

2. VF still don't have any plan to sell EV to CN's market, we sell to EU-US, so we don't care what CNese think abt our EV
Beause VF supply chain is massively relies on China, even some are from western brand.s
Lots of companies are working with VF and know what's going on inside.

ZF uses Chinese team work with VF for L2/L3 auto drive.
1234.jpg


Chinese Dalian Haosen Equipment Manufacturing Co., Ltd. helps VF builiding the factory, hope this time VF would provide Air conditioner to them.
5678.jpg




Its just bcs I misunderstand that lithography machines is EUV machine, the true still is that without help from white master, JP-CN can't make any lithography machines using EUV tech bcs white master don't share the latest EUV tech to JP.
That's why i said you stayed in assembly line for too long.

You also said:

The world don't need 2nm chips at least in 10 years, but without lithography machines , then Samsung, TSCM can't even manufacture 100nm chips :cool1:
By your logic, East Asia nations don't need EUV for next 10 year, since EUV is mainly for 10mn below.
Obviously, you lack of knowledge on this area and eating your own words.


JP-CN can't make any lithography machines using EUV tech bcs white master don't share the latest EUV tech to JP. You guys only good at bowing down to white master to survive :lol:
If you have minimum knowlege, you should know that, the EUV machine is actually inspired and verified by TSMC, and the key person is a Taiwanese engineer Lam Benjian.

After 20 years of hard work, ASML finally waited for their first nobleman- TSMC ’s ghost talent Lin Benjian , a character who can stand up to Zhang Zhongmou. If Zhang Zhongmou created TSMC in the first 20 years, Lin Benjian would make a huge fortune for TSMC in the next 20 years.


You have to read before talk.


You guys only good at bowing down to white master to survive :lol:
As the bottom level nation of ASEAN, you as Vietnamese i don't think you fully understand how East Asia people are hard working on Hi and core tech vs western world. I know lots of Vietnamese identify themselves as East Asia nation, but most of us hate to accept that.

 

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