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Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

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Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#21
post #18

Apple’s approach to China remains the most disappointing (and hypocritical) thing about the company. When privacy really matters for the users that need it most, Apple sells them out for continued access to the Chinese market. https://stratechery.com/2021/the-information-on-apple-in-chi...

Is Stratechery's paywall new? I'm surprised to see one from an author who writes in a voice that aspires to reach the world.

Worth the subscription fee for sure

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#22
post #10

Since this is finally out, I am hopping they have all the other juicy details in supply chain, where Apple lifted suppliers to their standard and help them build out / counter balance competitors. ( Also interesting this is coming out from The Information, which tends to be an Apple shill for many years from Apple PR. But I am looking at BOE, YMTC and Luxshare. Should be the easiest find and leaks. If they do intend…

You’re not the only one “hoping”. Apple is a shameful company

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#24

Apple’s approach to China remains the most disappointing (and hypocritical) thing about the company. When privacy really matters for the users that need it most, Apple sells them out for continued access to the Chinese market. https://stratechery.com/2021/the-information-on-apple-in-chi...

I assumed it was firstly access to Chinese manufacturing. They can probably still make humongous profits without the Chinese market, but presumably their global sales rely on first manufacturing in China?

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#26

Earlier quoted context omitted.

That’s what all government is: a racket.

Life before nationstates was famously prosperous, safe, and enriching.

The agricultural revolution and it's consequences have been a disaster for the human race?

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#28
Interestingly, Apple could also cause problems to TSMC. Because of Apple-first policy, at least two major chip manufacturers* are moving away from TSMC. One is even completely obsoleting a line of products that was previously being manufactured at TSMC. At the same time, while Apple can get processors from TSMC, their iPhone production is lagging behind due to shortage of power supply ICs.

* - not sure if this info is already public, I am NDA bound to disclose more.

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#29
post #27

This will be the logical conclusion to every major American corporation unless someone puts a stop to this. If profit comes before everything, then so will China's 1.4B potential market vs US's 330M market.

It's growthism driving this. If you need to grow your revenue 20% year-over-year every year for decades, pretty soon you have to swallow ungodly amounts of new dollars. You can either gobble more of the market (higher market share), grow the market, or find new markets. And growthism will mine out every one of those possibilities.

Re: Apple CEO Tim Cook 'secretly' signed $275B deal with China in 2016

#30
post #4

So...local politicians, in a market where Apple was making money hand-over-fist, were feeling kinda used. By a huge foreign corporation. And the they started getting sticky on all sorts of regulatory things that Apple needed. Until Apple's CEO promised to do a bunch of "local investing" in their country. How different is this from the 1980's in the U.S., when Japanese auto makers decided that they needed to start bui…

1. was done in secret 2. traded seemingly unrelated investments aka you can build your computers if you invest in our SAAS 3. technology transfer may be a violation of us export controls Its really not obvious if the Chinese win because it's an extremely opaque way to choose winners and losers.

> 1. was done in secret

Was it? Reading the article, the only 'secret' component was the lobbying, which is obviously done behind closed doors. Everything else is public commitments and public statements - which makes sense, since they were trying to pour oil on troubled chinese waters.

FWIW, western media often suggests stuff is 'secret' in china, because they can't read chinese, and all those orientals are awfully mysterious.

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