I started to know about Doug Guthrie back more than a decade ago, when I first came across his speech at some business/academia blended activity. That was the first time I learned to see the matters that he is focused on and has real deep knowledge of. It is great to see this channel sharing all the matters important and essential to maintaining good and sound relationship between the US and China. Thank god for enlightening the audience in both countries and around the world.
Wonder what the motive is in exaggerating the importance of Apple in "teaching" the Chinese in manufacturing ? Listening to the guy, one would be excused to think that there are NO other high end cell phones in China. These phones , with a combined volume of two times or more of Apple, .are made by Chinese manufacturers Chinese manufacturers are also excellent in making EVs something Apple itself has failed to do. These EVs are produced at low costs because of the efficiency in manufacturing, All Chinese.
@shiulai5804 You seem to have missed the point. I have no "motive" for talking about the importance of Apple "teaching" in China except to explicate what I have observed. The point is *not* that there are "no other hend end call pones in China..." The point is that Apple invests more in working with their suppliers than any company I have seen or worked with. (And I have seen and worked with many over the course of my research and consulting career.) Thus, Chinese suppliers are willing to work with Apple for very low margins because they learn very much from working with Apple operations and supply chain managers. Then they turn around and make their margins from the other smartphone vendors. ... And I have no issue with the fact that Chinese manufacturers are doing exellent work in EVs. I have never argued against this point. Best of luck to you...
One additional comment here: I should have been a little more accurate in my discussion of Apple and it's suppliers... I didn't mean to imply that all Apple suppliers work for "Zero margins." I should have said "Low margins." I know some Apple suppliers make low-percentage margins in their work with Apple, but the argument still stands: The reason Apple is the most profitable electronics company in the world is that Apple invests more in working with their suppliers than any company I have seen or worked with. (And I have seen and worked with many over the course of my research and consulting career.) Thus, Chinese suppliers are willing to work with Apple for very low margins because they learn very much from working with Apple operations and supply chain managers. Then they turn around and make their margins from the other smartphone vendors. ... However, I should be careful not to exaggerate the case. I am sure some suppliers make slim margins.
I wouldn't attribute all the credit to "learning from Apple." Generally speaking, Apple didn't invent much; rather, they excelled at applying and marketing innovations like few others did. For Chinese factories that count Apple as their main customer, it provides a boost in credibility, allowing them to access serious business opportunities with both local and international clients. If you want to design hardware today, there’s no other place in the world that offers such a complete supply chain with hundreds, if not thousands, of component alternatives and developers like China does. A good example of this is GoPro, which kickstarted its entire empire by adapting inexpensive Chinese technology and building a marketing strategy around it. It is extremely arrogant to claim superiority in capability when the Chinese have demonstrated their worth throughout history. I agree with everything else you mentioned; we need to cooperate and respect each other for the sake of our collective development and evolution as humans. Let's better leave the Western superiority complex out of the equation when analyzing ¨China things¨. I'm a Westerner in China who has spent 20 years connecting Americans and Europeans with the Chinese supply chain.
I HAVE BEEN SAYING THIS FOR LONG TIME.I AM IN THE CONSTRUCTION INDUSTRY AND HAVE BEEN CHINA TO VISIT THE BROAD SUSTAINABLE GROUP THAT ASSEMBLED A 12 STORY APPARMENT COMPLEX IN 28 HOURS.
Legacy products is all about brandname reputation, branding & marketing (propaganda). That's why China decide to focus on EVs where everyone starts from the same starting line and where they can have a higher chance of leapfrogging the others.
@@tweedy4sg I don't think China has forcibly transferred any technology from other countries. Mostly buying technology. After absorbing some of it, they went their own way.
I doubt it's no or zero margin. It's just exaggeration judging from the entire video. It's more likely thin margin owing to the volume & the reputation that comes from being an Apple supplier.
If Apple was smart, set up an independently company playing Chinese rules, regulations, products and for China and nations associated with China. Call it 'Ch-iApple' already!
Apple is already a non-US company. It has transferred its IPs to a company registered in the "Island". Apple in Ireland is the primary Apple operating company. All these were arranged more than 10 years to avoid paying US taxes. Ireland offered Apple 2% tax rate.
Sorry Mr Cook.we are dumping apples and switching to Huawei
I started to know about Doug Guthrie back more than a decade ago, when I first came across his speech at some business/academia blended activity. That was the first time I learned to see the matters that he is focused on and has real deep knowledge of.
It is great to see this channel sharing all the matters important and essential to maintaining good and sound relationship between the US and China. Thank god for enlightening the audience in both countries and around the world.
Apple lacks innovation! Their products are getting from good to mediocre to bad each year.
Wonder what the motive is in exaggerating the importance of Apple in "teaching" the Chinese in manufacturing ?
Listening to the guy, one would be excused to think that there are NO other high end cell phones in China.
These phones , with a combined volume of two times or more of Apple, .are made by Chinese manufacturers
Chinese manufacturers are also excellent in making EVs something Apple itself has failed to do.
These EVs are produced at low costs because of the efficiency in manufacturing, All Chinese.
@shiulai5804 You seem to have missed the point. I have no "motive" for talking about the importance of Apple "teaching" in China except to explicate what I have observed. The point is *not* that there are "no other hend end call pones in China..." The point is that Apple invests more in working with their suppliers than any company I have seen or worked with. (And I have seen and worked with many over the course of my research and consulting career.) Thus, Chinese suppliers are willing to work with Apple for very low margins because they learn very much from working with Apple operations and supply chain managers. Then they turn around and make their margins from the other smartphone vendors. ... And I have no issue with the fact that Chinese manufacturers are doing exellent work in EVs. I have never argued against this point. Best of luck to you...
One additional comment here: I should have been a little more accurate in my discussion of Apple and it's suppliers... I didn't mean to imply that all Apple suppliers work for "Zero margins." I should have said "Low margins." I know some Apple suppliers make low-percentage margins in their work with Apple, but the argument still stands: The reason Apple is the most profitable electronics company in the world is that Apple invests more in working with their suppliers than any company I have seen or worked with. (And I have seen and worked with many over the course of my research and consulting career.) Thus, Chinese suppliers are willing to work with Apple for very low margins because they learn very much from working with Apple operations and supply chain managers. Then they turn around and make their margins from the other smartphone vendors. ... However, I should be careful not to exaggerate the case. I am sure some suppliers make slim margins.
I wouldn't attribute all the credit to "learning from Apple." Generally speaking, Apple didn't invent much; rather, they excelled at applying and marketing innovations like few others did. For Chinese factories that count Apple as their main customer, it provides a boost in credibility, allowing them to access serious business opportunities with both local and international clients.
If you want to design hardware today, there’s no other place in the world that offers such a complete supply chain with hundreds, if not thousands, of component alternatives and developers like China does. A good example of this is GoPro, which kickstarted its entire empire by adapting inexpensive Chinese technology and building a marketing strategy around it.
It is extremely arrogant to claim superiority in capability when the Chinese have demonstrated their worth throughout history. I agree with everything else you mentioned; we need to cooperate and respect each other for the sake of our collective development and evolution as humans. Let's better leave the Western superiority complex out of the equation when analyzing ¨China things¨.
I'm a Westerner in China who has spent 20 years connecting Americans and Europeans with the Chinese supply chain.
Great video!
The host should stop interrupting Prof. Guthrie!!! Let him talk. You can still ask your questions when he's finished his sentences
She didn't interrupt as much i saw on other media !!!
Very insight,thank you.
I HAVE BEEN SAYING THIS FOR LONG TIME.I AM IN THE CONSTRUCTION INDUSTRY AND HAVE BEEN CHINA TO VISIT THE BROAD SUSTAINABLE GROUP THAT ASSEMBLED A 12 STORY APPARMENT COMPLEX IN 28 HOURS.
I don't see the result of forced technology transfer. China has not been able to get around the gearboxes of some high-performance gasoline cars.
Legacy products is all about brandname reputation, branding & marketing (propaganda). That's why China decide to focus on EVs where everyone starts from the same starting line and where they can have a higher chance of leapfrogging the others.
@@tweedy4sg I don't think China has forcibly transferred any technology from other countries. Mostly buying technology. After absorbing some of it, they went their own way.
I don't believe they're in that market anyway...so why waste money on low volume products..
I really like your idea of getting the sister cities together in AZ and China.
7:00 Apple suppliers work for no margin.
I doubt it's no or zero margin. It's just exaggeration judging from the entire video. It's more likely thin margin owing to the volume & the reputation that comes from being an Apple supplier.
We will have phone Tesla. Apple is already behind😂
If Apple was smart, set up an independently company playing Chinese rules, regulations, products and for China and nations associated with China. Call it 'Ch-iApple' already!
Apple is already a non-US company. It has transferred its IPs to a company registered in the "Island". Apple in Ireland is the primary Apple operating company. All these were arranged more than 10 years to avoid paying US taxes. Ireland offered Apple 2% tax rate.
Tim Cook...after a taste of India and Vietnam. Hehehe...how is the curry and phong???
Phong? You meant pho?
it is pho, not phong.