How Apple trapped itself in China

Channels with Peter Kafka

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.)


Help us plan for the future of Channels by filling out a brief survey: ⁠⁠voxmedia.com/survey⁠⁠. Thank you!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

More description

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.)


Help us plan for the future of Channels by filling out a brief survey: ⁠⁠voxmedia.com/survey⁠⁠. Thank you!

Learn more about your ad choices. Visit podcastchoices.com/adchoices

2025-05-14 67 min
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in

Chapters

No chapters available.