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Cook’s greatest achievement - Apple’s supply chain - has, as set out in the ‘Apple in China’ book [1], turned into Apple’s biggest risk and weakness. The next
by klelatti 11mo ago
Cook’s greatest achievement - Apple’s supply chain - has, as set out in the ‘Apple in China’ book [1], turned into Apple’s biggest risk and weakness. The next CEO won’t be worrying about Siri or Vision Pro; they’ll be trying to deal with Apple’s reliance on China.
[1] https://open.substack.com/pub/thechipletter/p/apple-in-china https://open.substack.com/pub/thechipletter/p/apple-in-china
- creer 11mo agoI sure hope Cook and teams have been actively working on this for a decade already. The book is interesting in showing both a lack of early awareness of this weakness, AND some people clearly noticing, AND Apple being very powerful and resourceful when it notices a problem.