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How The Cellphone Market Is Transforming | CNBC Marathon

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CNBC Marathon explores how the cellphone market is transforming.

Made in China. It’s a common phrase known by many. Cellphones, TV screens and game consoles are just some of the millions of electronics manufactured and imported from China to the U.S. daily. China has controlled the smartphone manufacturing market for years. While some industries, like the semiconductor industry and the EV battery market, are scrambling to build new factories across the U.S., tech giants like Apple and Google are not making the same effort to do that. CNBC explores why tech giants produce phones abroad and whether it makes sense to move production to America.

Dumb phones, once considered outdated, are still prevalent around the world, making up about a quarter of mobile phones actively in use. While affordability in developing countries is a significant reason for their continued use, there could be an unexpected but potential rise in use among younger generations conscientious about the potential smart phones could have on mental health. While Nokia and Motorola are still some of the biggest dumb phone makers in the world, Punkt. and Light are two start-ups betting on the resurgence in popularity.

For years, BlackBerry was the most popular smartphone brand in the U.S. After failing to adjust to the rapidly-changing industry and falling to competitors like Apple and Google, the company pivoted to an entirely new direction. Now, it’s focused solely on software and cybersecurity — trying to leave the iconic cellphones in the past. CNBC visited BlackBerry’s Autonomous Vehicle Innovation Center and interviewed CEO John Chen to see what the company is up to now.

Chapters:
00:00 — Introduction
00:40 — Why The U.S. Fell Behind In Phone Manufacturing (Published November 2022)
17:58 — The Rise Of Dumb Phones (Published March 2023)
35:16 — What Happened To BlackBerry? (Published November 2022)

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How The Cellphone Market Is Transforming | CNBC Marathon

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42 Comments

42 Comments

  1. @aviaforrester1481

    December 16, 2023 at 3:55 pm

    approved.

  2. @chompchompkatze

    December 16, 2023 at 3:55 pm

    Dumbphones: I give my monkids a phone card and a Casio Databank watch (with clock, alarm, calculator, and phonebook). If they want a smartphone, they'll have to earn their own money to buy whatever they want!

  3. @chompchompkatze

    December 16, 2023 at 3:55 pm

    The US can bring manufacturing back to the country, but whatever it produce it can never be cheaper than that made in South East Asia or India.

    China is the leader in manufacturing and is now focusing on R&D to lead the tech race. Take Aviation for example: the US takes 100 years from the Wright Brothers to the Boeing 787. China is not going to reinvent the wing but instead start from the 1990s to develop their own C919, etc. Soon, China will be as good as (if not already leading) in the field of hypersonic cruise missiles, space technology, AI, IT, biomedicine, etc.

    Once China has the capability to leapfrog the West in whichever industry, they just need to keep the technology inhouse and manufacturing within China and the West will be starved to submission!

  4. @JiveCinema

    December 16, 2023 at 3:55 pm

    Lol, that will remain a niche market no different than vinyl or using film cameras. Why would anyone want to make their life more difficult with a dumb phone? Social media? Bro you Don't have to go on social media but if you feel you need a chastity belt which robs you of all the other uses and benefits of a smartphone then you do you

  5. @Continentalmunkey88

    December 16, 2023 at 3:55 pm

    USA sector has been authorised to build out manufacturing capability covering hundred million public out of three hundred million but pollution aspects give pause

  6. @Continentalmunkey88

    December 16, 2023 at 3:55 pm

    Irrespective of high frequency apple products, Cadillac aspect is cornerstone within annual frequency and shipping is cornerstone within generational frequency

  7. @Continentalmunkey88

    December 16, 2023 at 3:55 pm

    Shenzhen important node but because of copyright laws and trademarks, alternate tech cities within China may be

  8. @martintrejo1950

    December 16, 2023 at 3:55 pm

    Cook is a lair if it was just about skill why no plants in Mexico, Mexico has many engineers and skilled labors. Don’t let these Globalists elitist lie to your face.

  9. @ChrisRy

    December 16, 2023 at 3:55 pm

    Lol sure maybe for like the 5%

  10. @Tea4Toye

    December 16, 2023 at 3:55 pm

    U buy a pun phone for 300 dollars… U are a punk

  11. @DuaneHuynh

    December 16, 2023 at 3:55 pm

    Thanks bud for keepin us financially Educated! Regardless of how bad it gets on the economy, I still make over $22,000 every single week.

  12. @michaelnomura5196

    December 16, 2023 at 3:55 pm

    I’m surprised that America has dumb phones. There is no 3G service in America.

  13. @Chickenlittle422

    December 16, 2023 at 3:55 pm

    Why does this video keep playing for me? It comes on after every video I play

  14. @michaellicavoli3921

    December 16, 2023 at 3:55 pm

    What do you mean…..rows and rows of people sitting on couches!

  15. @Lemonie626

    December 16, 2023 at 3:55 pm

    Labor cost is so expensive within USA, for majority's business goal is to maximize the profit. Why would they manufacture it here in the states?

  16. @samielkhayri9272

    December 16, 2023 at 3:55 pm

    Little known fact, the name of Apple CEO is Tim Apple, not Tim Cook. 😂

  17. @kingkat8080

    December 16, 2023 at 3:55 pm

    2023, almost 24 and I've never owned a smart phone.

  18. @jackcloud8547

    December 16, 2023 at 3:55 pm

    OMG!! If it wasn't this video, I wouldn't know there's a smartphone made in the U.S

  19. @bmamba4777

    December 16, 2023 at 3:55 pm

    Too bad no once cares about the African mines where some of the essential components of the phone, aka conflict minerals, come from…

  20. @mynameisdrpat

    December 16, 2023 at 3:55 pm

    "the type of skill". Yup low labor skills.

  21. @ScrapKing73

    December 16, 2023 at 3:55 pm

    I have a smartphone, but I swore off social media many years ago. So I use my smartphone as a phone, as a web browser, and for select apps (such as an app to tweak setting on my e-bike). I’ve been ale to control it, rather than it controlling me, so a feature phone doesn’t appeal to me.

  22. @ScrapKing73

    December 16, 2023 at 3:55 pm

    Wow, I miss T9 typing. I got really good at it back in the day! I don’t think the presenter would find texting significantly less efficient once he masters it.

  23. @marcusm8009

    December 16, 2023 at 3:55 pm

    Smart phones are so touchy. I don't like the pop up home buttons, those should be actual buttons. There also isn't much for cases that shield the screen from accidental touches. That and holding the phone is straining on hands because you can't grip the front. Also, how is it profitable to sell a Walmart smart phone for $20?

  24. @coziii.1829

    December 16, 2023 at 3:55 pm

    So your talking about Biden , but it was Trumps idea
    Go Trump 2024

  25. @tommymcghee3778

    December 16, 2023 at 3:55 pm

    Fact is Tim Cook is a Slave Owner and doesn’t want to Pay anything for these Asian Slaves

  26. @falling_banana

    December 16, 2023 at 3:55 pm

    how abt mindset differenceSSS between US workers & cn

  27. @Thefather-oj5eo

    December 16, 2023 at 3:55 pm

    Execs don’t want to have reasonable wages. They rather make more no matter the cost.

  28. @kroto7451

    December 16, 2023 at 3:55 pm

    why are parents giving their kids smart phones…dumb decision imo unless they restrict access to social media.

  29. @Samuel-qe9lj

    December 16, 2023 at 3:55 pm

    Yo Joe rogan there is phone made in U.S… do what you promise

  30. @ArndroidInc

    December 16, 2023 at 3:55 pm

    The problem with going to a flip phone from a smartphone is the lack of functionality. The smartphone isn’t the problem, the problem is truly a lack of self control.

  31. @libertarian4323

    December 16, 2023 at 3:55 pm

    $380 for a dumbed down phone? Why so expensive- you can get basic Samsung Galaxy phones for under $100 new.

  32. @bzdtemp

    December 16, 2023 at 3:55 pm

    I think the "dumb phone" movement is just silly. I just don't get intentionally limiting what your phone can do, even battery life isn't an argument since a smart phone set up to be "dumb" will run for days on a charge. If you find you're smart phone is distracting or intruding and it is a problem, there is lots of ways to configure apps and the phone to stop that. It is not the phone that is the problem, it is that you're using it wrong.

  33. @solarindependentutilitysystems

    December 16, 2023 at 3:55 pm

    Nice program
    Author Kyle Loshure
    Solar Independent Utility Systems Manual
    The future power of those phones

  34. @amelliamendel2227

    December 16, 2023 at 3:55 pm

    Lol, no way I would want to sit in one spot all day putting a part in a slot, how soul crushing that would be.

  35. @technofiend92

    December 16, 2023 at 3:55 pm

    Are we supposed to believe that Apple doesn't use China for cheap labor?? LOL…sure Tim. Cheap labor = more $ in Apple's pockets and we all know Apple LOVES over charging people for thier Chinese products.

  36. @user-fd3xz5nf7f

    December 16, 2023 at 3:55 pm

    ❤

  37. @dannyg3329

    December 16, 2023 at 3:55 pm

    The idea of the “weekend” phone sounds romantic

  38. @user-wg6im5th7r

    December 16, 2023 at 3:55 pm

    Quantum cell phone in the works, very scary..

  39. @ammini999

    December 16, 2023 at 3:55 pm

    The idea of using a dumb phone it can be a a solution for some, but what if you need for an emergency situation an advanced function? Instead, we could try to learn how to use the smartphone, in a smart way, disabling all the notifications first, and already this, can have a real impact on the usage, I believe. The function that tells you how many hours you used it, it's vital, in order to moderate the usage.
    For me the only concern about smartphones is security, as it is for any smart device. Security is not the core business of all tech companies, the only one, in my opinion, that gives a bit more importance to that, is Apple. Android and Windows systems respectively for mobile e desktop, are the worst in terms of security. A dumb phone should help with that, a bit, I hope.

  40. @llee5662

    December 16, 2023 at 3:55 pm

    I would like to buy made in USA iphone.

  41. @gigamay1

    December 16, 2023 at 3:55 pm

    $380 for these phones come on.

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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity

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Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world’s leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI’s ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” competition to get their GPUs, CPUs and custom AI chips made at TSMC. Capacity can’t come online fast enough, despite TSMC’s rush to build new fabs in Taiwan, Japan and Arizona, where has expanded investment to $265 billion. The strain has made one man at TSMC “the most popular person on the planet,” as chip start-ups and big name CEOs visit Taiwan to ask him for wafer allocation. It’s also created a rich opportunity for Intel, as customers look to the long-struggling foundry arm of the U.S. chip manufacturer for a second source.

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Producer and Reporter: Katie Tarasov
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Senior Director of Video: Jeniece Pettitt
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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity

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