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I think that's a too simplistic view. It's kinda true, but ignores how humans really work. Apple will be pushed around to a degree, but there will be limits. T
by foerbert 5y ago
I think that's a too simplistic view.
It's kinda true, but ignores how humans really work. Apple will be pushed around to a degree, but there will be limits. The harder the ask now the less China can ask later. And the more Apple can protest about the difficulty and impossibility and other consequences they will face, the more likely China is to back off.
Both sides want to have their cake and eat it too, and will compromise to make it basically work. But if China makes demands so excessive they get Apple to cut ties, China loses. Apple has the money, demand, customer loyalty, and clout to make things real uncomfortable. Apple would have to pay a hefty price, but if any company can do it... it's them.
So I don't think it's fair to say that no matter what China will just demand whatever whims strike it each day and everybody will play ball or gtfo. That just isn't how shit works.
- mthoms 5y agoApple does have some degree of leverage over the CCP too. I realize its not possible today... but in 3-5 years, Apple may be in a position to move some/all of their manufacturing elsewhere. The direct job losses are one obvious problem for the CCP but a company like Apple saying "We're moving production to Taiwan/Vietnam/US because of security risks in China" would be catastrophic for the (tech) manufacturing industry as a whole in China. No sane Western based CEO will want to be seen taking that security gamble. Do I think Apple would do that and forgo the massive Chinese smartphone market? That's another story.