FT Tech Tonic

Trump’s Tech Bros: Can Tim Cook save Apple from the trade war?

55 snips
Jun 10, 2025
In this insightful discussion, Patrick McGee, author of 'Apple in China', and Michael Acton, the FT's Apple correspondent, dive deep into Tim Cook's precarious balancing act amid U.S.-China trade tensions. They explore how Cook's unique relationship with Trump has shaped Apple’s strategies, from winning tariff exemptions to potential smartphone tariffs. The talk highlights Cook's efforts to navigate supply chain dependencies and the implications of protectionism for Apple’s future, revealing the intricate dance between politics and technology.
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ANECDOTE

Tim Cook's Intense Management Style

  • Tim Cook's first major meeting lasted 13 hours, showing his intense focus and management style.
  • Unlike Jobs' emotional swings, Cook's subtle shifts kept team members wondering and attentive.
INSIGHT

Apple’s Complex China Supply Chain

  • Apple relies on a vast network of 1,600 suppliers in China, not just final assembly by Foxconn.
  • The massive migrant labor force in China enables rapid scaling during demand spikes like iPhone launches.
INSIGHT

China’s Growing Role in Apple Supply

  • Chinese suppliers increasingly dominate Apple's supply chain, helping reduce costs and meet Beijing's Made in China 2025 goals.
  • This deepens Apple's political and operational ties to China despite US trade pressures.
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