Apple's China problem: how its ticket to success has become a liability
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- Опубликовано: 8 фев 2025
- Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing on a massive low-wage workforce, billions in government stimulus to build out enormous factories, and the loyalty of a rapidly growing middle class. But now, what was once a key to its success has increasingly become a liability. In just the past few weeks, it's seen a Chinese tax investigation into its biggest manufacturer Foxconn, accusations of censorship around Jon Stewart's canceled show, and has lost its market share dominance to competitor Huawei. This week on Tech Check, we dive into Apple's China problem, and why it's not going anywhere. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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can you buy Huawei in the US ?
No, banned
Tesla & Apple have been very successful in making & selling their Cars & Phones in China .
They will face more and more competition from local producers inside China .
Toyota is losing the China market rapidly since they are far behind in supplying the next generation of Cars .
Tesla & Apple will lose if they are not leading the trend ( similar to Nokia in the past ) !
Actually Tesla is the same no Tesla without China
Apple is a really ethically challenged company. In addition to all this, their “innovative” tax avoidance measures especially in Europe are really problematic. They need to do their part to support a healthy society instead of just focusing narrowly on profits.
You forgot to mention their corrupt anti self repair, privacy and censorship policies. Apple is two face corrupt technology company.
😂😂😂😂
You wanted capitalism but you complain when it's being excercised!
China government manipulates the corporation. This isn't capitalism.@@fdisciple7634
🇺🇸 bigger problem is APPLE, INTEL, QUALCOMM, CISCO, META, TWITTER X, MSFT, GOOGLE, AMAZON... ALL HAVE BACK DOORS TO USA spy agencies! Plus, secretly own by the same agency. And their tax avoidance!
Thanks to Sanctions... China will develop its own superior tech and than dump it to drive out Intel, nvdia, micro, tsmc, etc!
Unless you insist on getting into their domestic politics, China is actually very, very predictable and business friendly compared to India. And an order of magnitude more productive and precise with manufacturing.
Yes, after China carried out economic reforms in 1979, it deemphasized politics and focused only on economics. In contrast, the United States is now increasingly obsessed with political correctness.
Why Apple products are restricted in China. 1. Around 2016, an official from the National Security Bureau of Jiangsu Province in China used an iPhone to write a diary and saved it on iCloud. The FBI asked Apple to provide the iCloud passwords of Chinese officials, and Apple handed over the user passwords to the FBI. 2. Sometime this year, the commander of the Chinese Navy was eavesdropped by the United States by exploiting the vulnerability of the iwatch because he was wearing an iwatch. 3. Because Chinese prosecutors asked corrupt Chinese officials under scrutiny to provide the power-on passwords of the iPhones they used, the officials refused to provide them. Therefore, China prohibits officials from using the iPhone series, while civilians are not restricted.
"China is actually very, very predictable and business friendly compared to India" LOL. No. India is no picnic, but discounting CCP meddling is laughable.
@@moozillamoo2109 as if you know anything about China or India. Too funny
@@moozillamoo2109 The British are good at using financial leverage and "political leverage." When the British colonists ruled India, they also used various political methods to divide India instead of uniting it. Democracy is good. But rushing democracy before unity is not a good idea. The main function of democracy is to curb corruption, but the democratic Indian government is very corrupt, which shows that Indian democracy is not successful.
People waking up to these issues is YEARS overdue!
Great investigative journalism and great reporting.
Seems like the anchor is pretty happy about the "problem" Apple encountered in China, cheers!
what makes you think so?
Yep, the problem(s) that many Americans were happy to ignore for so long.
The working class of Americans would be happy if jobs were to be returned to America. The corporates are the one suffering from inflation and increasing wage while competing lower cost from other countries.
Apple switching manufacturing in China from Taiwanese owned Foxconn, to Chinese owned Luxshare Inc.
So Taiwan middleman was getting a big cut from Chinese Labor.
Sounds kind of unfair.
China no longer needs Foxconn; and if the CCP doesn't want it, Apple doesn't need it either. simple as that..
Blame Trump for attack Huawei
Folks… You guys banned. Huawei.
then how about Huawei in USA ? compare with Apple in China
So, will we next find out that our iPhones were actually NOT as secure as we once thought?
No apple without China
A liability to who? Every country has a right to thrive.
First mistake was thinking china even has that right for a company within their borders. As if they were gonna play fare without the government interfering?
Apple. A fake woke company.
Has a right to thrive and invade neighboring waters, bully neighboring countries, coerced countries' economy if they question them..
It’s more like Ford’s America problem, with the UAW hold Ford hostage and increasing wages beyond belief for factory workers. Margins will suffer.
@@elmastro-ye9lw ok Mr Lemon, of Commy News Network, anti conservatives.
What is silly thing to open with. “Apple owes much of its success to China’s cheap manufacturing“ can you name an American company that cannot say the same? Walmart Amazon etc. etc. etc. etc.
talking about unpredictable government. 😂There is no one understand unpredictable better than Trump.
Ban Apple now!
Don't ever take china for granted.
Meanwhile WION is saying Apple is moving to India and leaving China for good😂😂🤣😂🤣
Yes what's funny is people believing that's working out. Apple can't get back to China fast enough through Luxshare (after Foxconn in India quality faltering badly)
"$1000 iPhone is impossible without China" -- Dan Ives.. That's what Apple fanbois also said when Samsung pulled out of China and closed the last smartphone factory in 2019.
Nailed it… these disgusting pundit BS all the time
That's because a majority of Samsung phones are budget phones sold in Africa, India and Asia. IPhone don't have this alternative thus massively relies on Chinese market and manufacturing
@@antonymwangi4986well apple sells its earlier generation iPhones to those countries
@@antonymwangi4986They can do the same and they should.
@@antonymwangi4986 >> That's because a majority of Samsung phones are budget phones sold in Africa, India and Asia > IPhone don't have this alternative thus massively relies on Chinese market and manufacturing
' U.S. already surpasses 500 mass shootings in September 2023 ' - Axios News
Surprisingly, the background rhythm is a nice touch. Pretty much everything out of CNBC on RUclips rocks.
How does China 'Rip off' IBM and Dell products? That's a load of BS
They can make new phones very expensive and have repairability be the thing that drives the business. We do not need to continue wasting precious resources on items that are designed to be thrown away. If they do not change their behaviour they will deserve to fail. They can make them modular and promote making things green.
Your videos add clarity to how things work and how they are intertwined.
The information in the video was presented to fast and without depth. I did not finish watching to the end, because I got too many "bits" of news, but not enough substance.
And Warren Buffett is one of the biggest Apple shareholders. Hmmmmmm………
' the first girl i walked up to was crouched down , covering her head in the bushes .
so i felt her pulse pull her head to the side and she had no face '
the five year old girl died on the scene during the Texas mass shooting
a Chinese here, China government should ban apple in China.
It’s impossible coz a lot of ppl who work for foxxcon lost their jobs immediately, then ppl still buying them from overseas coz ppl truly love apple
@@kenyup7936😂 you are funny, normal Chinese consumer Can't find a way to buy apple in foreign countries. and apple's market share will take by other. Chinese brand, they will not lose job.
@@jt-ttt the funny thing is U, I don’t think so, you know ppl really royal to apple
@@kenyup7936 >> then ppl still buying them from overseas coz ppl truly love apple
@@kenyup7936 meh. just a phone. 就一个破手机。在中国禁售苹果手机的呼声越来越强烈了。三星在中国市场的市场占有率不足1%，苹果将会直接变成0
Free speech in China?! How confused are these people lol
They gonna need a miracle to beat earnings this quarter...
First time I see straight and truthful news from Western media. Think a lot of Western viewers.
China live amd let live but the tech sanction is getting from bad to worst so ...
Asean view.
Apples 🍎 too expensive
The apple is turning bad, just like Nokia, Sony, and lately Samsung.
The solution is the US government should spend USD one trillion to help everyone buy an EV. Give everyone between the age of 30 to 60, $15K cash to buy an EV and therefore build up EV manufacturing in the USA.
People will take the money and buy Chinese EV lol
@@weird-guy >> also your luck is that the usa is going to protect usa companies > byd is already popular in underdevelop countries,byd dolphin is wining in latin america,
@@TheRedc0met >> Tesla and VW/Porsche have EV cars in China. > It's really the western countries that banned Chinese EVs due to national insecurity.
Not as bad as Tesla's
Apple could track your locations ?....
Personal security at risk ?
I’d rather know I’m supporting India rather than China
Let’s move everything to the Caribbean Dominican Republic is a good place to open a new factory.
Were they obviously have a full-fledged supply chain ecosystem already in place. 😂🤣
Jon Stewart! 😂😂😂
Never count Apple out
A company whose prices are high but would be higher if it weren't for the chinese rip us apple consumers😂
lol “why doesn’t apple just move” lmao 😂😂 that’s a good one. Apple literally couldn’t have made the billions of dollars it has without the dirt cheap cost of labor in China.
' 18-month-old girl killed in shooting at Florida home, police say ' - CBS News 2023
Can we really blame Apple for that censorship? Would you sacrifice your supply chain and 25% of your revenue for the freedom of speech of someone else?
>> Can we really blame Apple for that censorship?
he don't care of privacy but likes to keep outlook of that they care of privacy to increase their brand value@@tooltalk
@@tooltalkwhat privacy “at home”?
When you blame China or ccp for censorship, as someone live in both countries for 10 plus years I can tell you the freedom of speech is also a joke in the west.
@@mariajiao4855 America monitor every citizen
Should ban apple in china just like what donald trump did
Wow ... one side of the story ... time to move on and try not to squeeze on those cheap labour anymore
apple have no alternative.
@@wangyaohan8824 Try and try India, but no go.
US deindustrialization at its very best.
Apple is doomed, look at the iPhone 14 and 15, no new technology with higher price tag. It’s not the best phone anymore
Let's come to Vietnam.
THEY'RE THE NEW BLACKBERRY. CrApple EVENTUALLY GO TO ZERO
she wanted to leave China. see
number of gun-related deaths in the U.S. over the last 5 years (Pew Research Center)
39,740 in 2018 39,707 in 2019 45,222 in 2020 48,830 in 2021 40,125 in 2022
🤣🤣🤣 Never bet against China!
That's how tyranny works.
Absolutely agree the tyranny of a government thinking they can stifle another country by sanctioning their ability to purchase high-end chips only to have it backfire hilariously when said adversary is able to produce their own.
Chinese people love Apple 🍎 more than anyone
True, if someday our govt banned Apple we buying Apple stuffs outside of China for sure, as I love using Google RUclips, I VPN for using it
American brands have prestige in China, it's not just Apple, its Tesla, Starbucks,...
It is all bollocks. Desire is the downfall of man. We will look back and wonder what was it all about?
@@JigilJigil American certainly likes to think their brands have prestige in China, market share doesn't match though. Huawei is the top phone brand, BYD is the dominant EV brand, and nobody cares about Starbucks.
most valuable company on the back of slave labour?
Don't you even realize that America is built to be this rich thru slavery dan human abuses? Hahaha.
By your definiton you working in a factory means slave labor? You mean the Chinese citizens dont have a choice but to work there?
Slave labor? You mean slave labor in US prisons?
You are indoctrinated with racist propaganda akin to Iraq WMD`s. The country which have slave labor is USA with its private prison complex.
As if Apple had any choice. This is wrong hindsight.
Mr Judge, I had no choice! I HAD to keep these slaves! What was I supposed to do, stop the plants? Who is going to produce the cotton, then?
Apple has enough money and resources to figure it out. Will just take some time.
How much more time? How incompetent is Tim Cook? Trump told Apple years ago and still nothing is done.
@@moozillamoo2109 If Trump Organization was able to sell 54 million Trump toilets in Chinese market each year, he would say something else....😂😊
Make a deal with the Devil and you sold your soul
HuaWei smartphone soon to integrate chauffeur apps on M7 M9
auto drive EV from parking lot to the car owner
Yep why you even here uses western social media?
@@kenyup7936 ha ha you think America owns the world ?
@@kenyup7936 As a Wumao, it's his job.
@@JigilJigilOperation Mockingbird must pay good salary
Try to get some help from president Biden.
Tim Cook is a commy
He’s not pro or anti China, he’s pro business why we have to be zero sum game?
In these day of the world, you have to choose either extreme left or extreme, right , no more middle class
He is a money thirsty commy.
So is Elon Musk
Apple is losing its ability to innovate.
Agree esp their Apple silicon and world’s best laptops, Apple Vision Pro, and Game porting toolkit that translates games to mac in weeks instead of months or years…and app tracking and so much more. No value in there esp 99% of fortune 500 companies use iPhones…and world’s best professionals use Macbooks and iPhones and iPad pros😢.
Innovation is the key like in other companies just for the sake of innovation even if the innovation is of no value to most people😢😢😢😢😢
@@PSy84 People are complaining that changes to iphone 15 is so small; it is not worth spending money to upgrade. You need to compare iphone technology with its competitors. For enterprise, they don't use Mac products.
The monster Mr. Cook made was not godzilla, it is CHINA 😮.
Well if you knew we love apple products including iPad as well as Mac, that’s why cook love our country
Apple doesn't have problems with China, but competition from Chinese companies. China has at least 10 brands cell phones and associated products.
Sorry mam ...nobodies belief you.
My friend’s Huawei phone has a lot of quality issues. A waste of money on China developed phone. Apple made in India seems to be of greater and better reliability and quality versus that when in was in China. India is defeating China.
Let cut the sale of apple products to any Chinese , how about that ? India is the next big market for American products 😂
India 😂
Joke 😂😂😂
1 per family maybe
From China, it’s not about problems of apple, it’s all about smartphones problems, smartphones market is shrinking, it’s so hard to have further creations on it you know, it’s so hard
Btw Huawei isn’t apple rivals anymore coz who buy a phone which has no google apps right
Btw pirated software is even harder coz m$ today is about software subscription, but m$ always has good relationship with our country 😂
Smart phones are now a mature market. Everyone has one now, and in a lot of cases, no compelling reason to upgrade. 8:55 8:55 8:55
>>From China, it’s not about problems of apple, it’s all about smartphones problems,
@@tooltalk Samsung's downfall is the inability to admit fault when their phone was catching fire. Remember GTA parody of using Samsung as b0mb. The Chinese phone were getting better, cheaper and to a certain extend better suited for the local population. IPhone is a different story. The Iphone symbolize luxury and has better spec than Samsung in general.
@@Tabula_Rasa1 >> Samsung's downfall is the inability to admit fault when their phone was catching fire.
@@Tabula_Rasa1 : Another very notable company LG Chem was also forced out as part of Xi's plan to protect their EV/battery industry. The company had close to 50% of China's EV battery market share and 9 of top 10 Chinese EV companies when the CCP forced them to pretty much give up their IP Rights (so to allow/protect CATL/BYD's IP theft) and once they made that concession, the CCP also cut all subsidies to EVs with batteries from foreign makers, effectively killing their busines in China since 2016. You could learn more about how China crippled foreign competitors in strategic industries by reading the EU's WTO complain against China re: EV and Forced Tech transfer filed in 2018 - WT/DS549.
' A baby was shot in the face January 19, 2022 during a crack distribution ring in the Bronx '
apple is an 8 dollar stock
Apple is a 2-faced company and should be kept from influencing the American government in any way whatsoever.
Bet u r poor…. Lol
Those who own Apple will be too. 😂
Cheaper labor is almost here, it's robots, they're already here but not as cheap yet, give it a few months.
Maybe parking 90 percent of your manufacturing in an authoritarian country that utilizes economic coercion to pursue its geopolitical goals wasn't a good idea.
No. iPhone 15 has only 2% of parts from China. China might launch the plan to De-Apple now.
apple have no other options. take it or leave it.
The only geopoltical goal China wants is for their own country to be strong and rich. China has no imperial ambition like the West who travels by sea to conquer other lands. China is happy to be China. The West doesnt.
Strangely, reading your sentence, I immediate think of the US. Ever think of the 'other' perspective in non-West world?
authoritarian country that utilizes economic coercion? That's why Apple doesn't manufacture in the USA. Economic coercion on Cuba, Venezvuela, Iran, N. Korea, of course Russia and China. Authoritarian? FBI/CIA by the 1000s' moderating content on facebook, twitter until Musk, and all social media.
Huawei is a joke 😂😂