E
EddieM
I can understand where this is coming from. This is textbook business advice from the likes of the major consultancies and business schools - focus on higher margin work.
This same advice was given to US companies in the PC market who started to slowly outsource their work, first simple components and then semi finished parts to full products to then becoming ODM and finally starting to market their own products under their own brands.
Now Lenovo is the largest PC manufacturer in the world and 3 of the top 6 are based in the far east.
It's perfectly sensible advice in the short term to move out of less profitable businesses but in the long term you keep on doing it until you are simply left with a brand and a hollow product.
Hmm, not sure I agree ARM designed most of the world's processors but have Never had a fab plant.