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Episode 117: Talking Apple in China with Patrick McGee

The Circuit

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Apple's Influence on Global Manufacturing and EV Evolution

This chapter examines Apple's pivotal role in the smartphone market, showcasing its ability to maintain profitability despite lower shipment volumes. It highlights the evolution of Chinese manufacturing, Apple's strategic investments, and the complexities of the supply chain between the U.S. and China. Additionally, the chapter explores the impact of Apple's business model on the electric vehicle landscape in China, illustrating how it has transformed local companies and fostered competition.

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