Why Japan lost its comparative advantage in producing electronic parts and components | VOX, CEPR Policy Portalhttps://voxeu.org/article/why-japan-lost-its-comparative-advantage-producing-electronic-parts-and-components#.XZj1Jqn2Qi0.twitter …
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@davidgshort@Molson_Hart Super relevant to our discussion today.1 reply 0 retweets 0 likesShow this thread -
Replying to @davekopec @davidgshort
I haven't studied this, but I'm not satisfied with the author's conclusion. If I had to guess the real reason, it was that they missed mobile. Korea (Samsung) and Taiwan (HTC), across the supply chain, seem to be bigger players in mobile phones than Japan.pic.twitter.com/se9VfTVKuu
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This is from 2016. Sony is nowhere on the list 3 years later. It's all Koreans and Chinese. Taiwan partners with Chinese firms naturally and Foxconn is a Taiwanese company. Whereas, I imagine it's quite difficult for Japanese manufacturers to work with anyone but Apple.pic.twitter.com/5orWyLoTGA
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No doubt, Chinese and Koreans will cooperate with Japanese firms if needed, but with the military history and preference for working with same culture/language, it's tougher for Japanese parts makers to get by in a world with a Japanese smartphone brand.
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