Prof. Willy Shih and Wayne Ma discuss Apple's reliance on China for iPhone manufacturing, the challenges faced by the tech giant, and the strategic moves to maintain their relationship. They delve into Apple's diversification struggles, competition with Huawei, and China's response to US bans while exploring the evolving tech landscape.
Apple's reliance on Chinese manufacturing poses risks for its future resilience.
China's promotion of Huawei may pose challenges for Apple's market dominance in China.
Deep dives
Apple's Relationship with China and Tim Cook's Impact
The podcast discusses the longstanding relationship between Apple and China, highlighting key moments like Tim Cook's interactions during the iPhone launch events. It delves into Apple's partnership with Taiwanese manufacturer Foxconn, showcasing how Apple's success is intertwined with China's manufacturing model. The discussion also touches on the challenges Apple faces in diversifying its manufacturing away from China due to various risks and pressures.
The Shift in Apple-China Relations and Government Influence
The episode explores Apple's evolving relationship with China and the Chinese government's increasing influence. It mentions the $275 billion deal between Apple and China and how Apple navigated Chinese regulations and preferences. The conversation also touches on Beijing's focus on promoting its premier homegrown brand Huawei, potentially impacting Apple's presence in the market.
Rana Mitter's Insights on Apple's Future in China
China historian Rana Mitter provides insights on the sustainability and challenges of Apple's presence in China. He discusses the competitive landscape with Huawei and the significance of brand values in consumer choices. The episode ends with a reflection on China's soft power and challenges in creating desirable global brands compared to established Western brands like Apple.
Apple, one of the world’s most valuable companies, depends on China, America’s biggest adversary, to manufacture its iPhones. Apple employs millions of contract workers in China. Is this marriage heading for the rocks? What will Apple and China do to keep their marriage intact?
Guests: Prof. Willy Shih, Harvard Business School; Wayne Ma, tech reporter, The Information