Apple is very tied to Chinese manufacturing in a way that is hard to replicate in US. They will agree to make some high margin simple to assemble thing in the US to appease government, but if it goes as well as last time, they will stop as soon as they can. In china they were often able to iterate on designs and have custom screws and other parts made and ramped up in very short times. Something about having the whol…
And, to be clear about one thing (which I believe is also raised in the book): Much of this is the direct result of Apple investing literally a quarter trillion dollars and exporting critical western IP toward developing Chinese advanced manufacturing capability (among other American technology companies). The story of startups only being able to manufacture in China is a cute tale that is true for startups. For Appl…
Really love your 1990s style western centric view.
Care to explain how fancy western IP is not leading in more and more techs fields, e.g. drones, EVs, renewable energy, robotics, fighter jets etc.? because western companies invested in China and gifted fancy western IPs they don't even have to China?