onStrategy

[Book review] Apple in China: The Capture of the World’s Greatest Company

I just finished reading Patrick McGee’s book on Apple and here are my insights: 1. Vulnerability by Design – Apple made itself vulnerable by design. By instructing Chinese suppliers how to manufacture world‑class iPhones (from micrometer tolerances to assembly-line choreography) Apple inadvertently built also China’s industrial power. McGee quotes internal docs revealing Apple spent ~$275 billion […]

“Where is my supply chain?”

Source: Homa Appliances / Unsplash.com The good news is, Apple is still making iPhones. The bad news? Apple’s still making iPhones in China. So, sure, President Trump briefly toyed with slapping a 125% tariff on everything made in China, but the iPhone was quietly spared. Why? Because neither China nor America really wants Apple to […]