Market Leader Programs
5G Transport - A 2023 Heavy Reading Survey 2023 Open RAN Operator Survey Coherent Optics at 100G, 400G, and Beyond Open RAN Platforms and Architectures Operator Survey Cloud Native 5G Core Operator Survey Bridging the Digital Divide 5G Network Slicing Operator Survey Open, Automated & Programmable Transport The Journey to Cloud Native
THe equation in laptops is not the same as in cars. The phenomenon of outsourcing of car production to the US from Japan has not occurred in the electronics industry. What about TVs? Stereo equipment? None of this has been produced in the US in decades. (I experienced this transition first hand in the computuer monitor business at IBM in the 1980s)
One factor is certainly regulation. One is the relative size/cost ratio, which is different in electronics and cars. However, another important factor is where the components come from. If the components (LCDs, CRTs, chips) are all produced in the far east anyway, then shipping cost of the finished product becomes less relevant.
Perhaps even more important is the fact that the growth markets for products is moving overseas (China, etc.). In that case, the shipping and tarriffs work against us.
Although I don't agree with the timing (5 years), I do agree that some day China may outsource manufacturing to the US in order to access our cheaper labor force.