Episode Details

Patrick McGee writes a fascinating story of Apple's long history in China where it spent trillions on developing supply chains and training millions of skilled-workers and in the process helped China become the global leader in smart phones. Patrick explains why no other country can produce the iPhone to the standards demanded by Apple and in the quantities needed. As a result Apple is totally immersed and dependent on China and can not leave. Patrick explains the risks associated with Apple's reliance on China and also Apple's reliance on Taiwan for advanced semiconductors. Fun Facts on Apple:In 2024, Apple had revenues of $391 billionApple has revenues of more than $1 billion every single day of the year226 million iPhones were produced/shipped in 2024 17-18% of Apple's revenues come from China

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