Bloomberg learned that Apple is preparing to expand manufacturing in Vietnam as part of its push into the smart home market. Some of these other stocks here, you're looking at Tianma Microelectronics. They are a low cost LCD panel maker or supplier, and they could be part of this equation as well.Rather than Apple's latest display technology, apparently these devices in Vietnam would use these lower cost LCD panels supplied by Tianma. That's why we're looking at that. It's up about a 10th of 1%.For more of ...

Bloomberg learned that Apple is preparing to expand manufacturing in Vietnam as part of its push into the smart home market. Some of these other stocks here, you're looking at Tianma Microelectronics. They are a low cost LCD panel maker or supplier, and they could be part of this equation as well.Rather than Apple's latest display technology, apparently these devices in Vietnam would use these lower cost LCD panels supplied by Tianma. That's why we're looking at that. It's up about a 10th of 1%.For more of ...

Core Viewpoint - Apple is expanding its manufacturing operations in Vietnam as part of its strategy to diversify production away from China, particularly in the smart home market with new devices [1][4][5]. Group 1: Manufacturing Expansion - Apple is preparing to manufacture three new smart home devices in Vietnam, marking the first time the company will produce a new product category outside of China [3][4]. - The devices include a security camera, a home hub, and a tabletop robot, which will utilize lower-cost LCD panels from Tianma Microelectronics [1][3]. Group 2: Strategic Shift - This move is part of a broader strategy to mitigate geopolitical risks, supply chain issues, and tariffs associated with manufacturing in China [4][5]. - Apple has already been producing other products in Vietnam, indicating a commitment to diversifying its manufacturing footprint [4]. Group 3: Product Innovation - The new products aim to reignite consumer and investor interest in Apple's offerings, especially as the company faces challenges in the smartphone market and competition in AI technologies [5][6][7]. - The tabletop robot is designed to perform tasks such as grabbing food and controlling home appliances, showcasing Apple's push into innovative home technology [7][8].