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@enigmatico this isn't about PC scarcity, this is about smartphones. Everyone wants smartphones. Thats a huge vacuum that's about to be created.
it'll take years but I'm pretty sure China will take over the space after some massive investment.
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@Polychrome @enigmatico most of these companies don't actually own their own factories, they are actually built by third-party companies like flextronics. If they are losing business from the big guys they'll likely be happy to help you make up the difference.