Face-Off: The U.S. vs China
Apple in China
Apr 9, 2024
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.
31:52
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Podcast summary created with Snipd AI
Quick takeaways
- 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.
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