Much of this I assume is due to labor costs. We're already seeing some basic techs start to return back to higher-tech, higher-labor-cost countries (like the US Gulf Coast) because of automation improvements. So now things that have historically been low-hanging fruit for countries trying to industrialize (and therefore able to provide the labor cheaply) are being taken away from them, because now one systems engineer can oversee, say, an entire textiles or smelting or wiring facility. It's only a matter of time until this bleeds further up the ladder, in my opinion, and electronics isn't too far up the ladder from wiring.