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May 29, 2025 33 mins

Join Renaud on a journey into the fascinating world of electronics manufacturing and how Apple's strategic moves in China transformed it. Our episode is inspired by the book "Apple in China: The Capture of the World's Greatest Company," a book by journalist Patrick McGee, who offers a well-researched exploration of how Apple inadvertently established an advanced electronics industry in China.

You will discover how Apple's relentless pursuit of excellence and zero defects not only influenced its contract manufacturers but also propelled the entire electronics supply chain into rapid development. Through countless interactions and challenges over the decades, Apple played a pivotal role in elevating Chinese manufacturers' capabilities, setting the stage for China's dominance in the electronics industry today.

 

Show Sections
  • 01:01 – About the Author & Context

  • 02:05 – Premise of the Book

  • 03:06 – From In-House to Outsourcing in China

  • 04:32 – Apple’s Manufacturing Weakness in the 1980s

  • 06:09 – Canon Printers & Apple’s Foothold in Publishing

  • 08:12 – Outsourcing Risks: Sharp’s PDA & OEM-ODM Transition

  • 11:05 – Shift from Japan to Taiwan

  • 13:13 – iMac Development & DFM Challenges

  • 16:11 – Upskilling Manufacturers Through Pressure & Innovation

  • 18:18 – Problems with LG & Lessons in Control

  • 21:01 – Foxconn’s Rise & Apple’s Trust Transfer

  • 24:01 – China Joins the WTO & the Manufacturing Boom

  • 26:01 – China's Superpower: Speed, Scale, Compliance

  • 28:01 – Apple’s Embedded Control Over Manufacturing

  • 31:01 – “Chinification” & Why It’s So Hard to Leave Now

 

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