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To be the Disruptor or the Disrupted

September 11, 2019
1:15  -  2:00

The supply chain of our industry has been disrupted constantly.  The era of World Factory/China is gone and made-in-China is quickly becoming made-by-China. Chasing cheap labor has become chasing trade agreement.  Sino-US trade war has nothing to do with the changes but indeed accelerates them.  The disrupted supply chain, surprisingly, has to and is quickly becoming a much more integrated ecosystem than ever. There will be winners and losers in this transformation.  But there should be no complainer after the dust settles down as the signs of the transformation is so clear and unmistaken.

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