It was reported earlier that Cisco :
completed the sale of its manufacturing facility in Juarez, Mexico. Along with ownership of the 5,000-person in this Juarez facility…
“transferred several thousands employees” in Mexico to FoxCon
http://newsroom.cisco.com/press-release-content?type=webcontent&articleId=442243
Sony sold an LCD manufacturing plant to Hon Hai (Foxconn)
This suggests increased manufacturing capacity for Apple (probably for iPads) in Mexico in addition to that planned for September in Brazil …
We also heard that Foxconn plans the use of some 1 million robots to mechanize some assembly procedures…
That bodes well for AAAPL’s ability to meet growth for iPads …
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As for iPhones, Pegatron is expected to assemble 15M iP’s (for the holliday quarter ? ) … Probably in addition to the 20M Foxconn quarterly assembling capacity … I seem to recall that AAPL shipped some 15M in the 2010 Holliday quarter.
So FQ01-2012 will be a blow-out quarter … Just wondering how FQ04-2011 could turn-out
Senator Gronk 11:52 am on August 4, 2011 289 days ago Reply
This would be advantageous for rapid roll-outs and, I would assume, BTO fulfillment.
Soon they’ll be building facilities in the US where there’s a wealth of decently educated under-employed workers. Begging for a damn job.