cover of episode How Apple trapped itself in China

How Apple trapped itself in China

2025/5/14
logo of podcast Channels with Peter Kafka

Channels with Peter Kafka

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Patrick McGee: 作为一名记者,我开始对苹果公司过于乐观,这让我觉得有必要去挖掘苹果公司可能面临的风险。我发现,尽管苹果公司在消费者市场表现强劲,但在中国市场却面临着巨大的挑战。苹果公司与中国的商业关系非常紧密,但这种关系也导致了技术从美国向中国的转移。我认为,如果将中国视为美国的头号竞争对手,那么苹果公司向中国提供技术诀窍的做法是非常不明智的。此外,苹果公司在中国的供应链也面临着风险,例如劳动力成本上升和政府监管等。虽然苹果公司正在努力将部分生产转移到印度,但中国政府可能会采取措施阻止这种转移。总的来说,我认为苹果公司在中国面临着巨大的风险和挑战,这些风险和挑战可能会对公司的未来产生重大影响。

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The iPhone you’re reading this on was made in China.

For a long time, that fact was a huge part of Apple’s success story: Working hand-in-hand, Apple and China built a sophisticated supply chain that let Apple manufacture very complicated technology at an enormous scale.

Now that relationship seems like Apple’s achilles heel, says Patrick McGee.

McGee covered Apple for the Financial Times for years. Now his new book “Apple in China” explains how Apple ventured into China, spent years and tens of billions of dollars investing in the country’s production infrastructure, and now seems trapped there — and in the middle of the U.S./China trade war.

McGee’s book is in large part a history book, and one that I’d recommend to anyone who wants to understand Apple, and China. It’s also, obviously, a very timely one. So this interview is part “how did we get here” and also “what happens next”. (Spoiler: Moving Apple’s production to India and Vietnam — something you read about periodically — isn’t going to happen, if ever, for years.)

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