That could explain why successful consumer electronics companies like Apple and Google limit outsourcing to manufacturing, keeping product design, branding and marketing, and after-sales service in-house.
Poor basic education and restrictive labour laws will make it hard for many to find jobs in manufacturing, and there is a limit to how many can work in services.
"Unless they're willing to widen the manufacturing window, maybe we have seen" the limit for how many units Apple can deliver without more production lines.