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Curious Worldview

Pat McGee | Apple's Insane, Historic, Never To Be Repeated Investment In China

30 Jun 2025

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Pat McGee - Apple in ChinaCurious Worldview Newsletter - https://curiousworldview.beehiiv.com/subscribe-----Each year, Apple sells more than 100 million unit's of it's various products, with some factories capable of producing up to 500,000 iPhones (alone) per day. This scale of quality and quantity is not replicated anywhere else in history. And it's all down to the special and unique relationship between one of the world's largest hardware companies, Apple and the worlds largest manufacturer, China. Pat McGee wrote the book on this... 'Apple in China', and joins me for a discussion which explores the intricate relationship between Apple and China's manufacturing landscape. Tim Cook's pivotal role, the challenges of relying on China for production, and the unique conditions that have allowed China to dominate the manufacturing sector. Pat reflects on the geopolitical implications of Apple's strategy and the serendipitous nature of his writing process, culminating in a discussion about the future of industrial statecraft and the lessons learned from Apple's experience.00:00: Pat McGee02:52: Tim Cook's Role in Apple's Success in China06:00: Apple's Reliance on China and Its Vulnerabilities12:12: The Scale of Apple's Manufacturing and Its Implications18:12: Foxcon & Terry Gou24:03: China's Manufacturing Strategy and Apple's Role29:59: China's Ambitions and Apple's Unintentional Consequences39:50: The Journey of Writing The Book44:05: Leaning Into Serendipity51:31: The Impact of Apple's Industrial Strategy58:59: Geopolitical Implications of China's Manufacturing01:08:02: Doing Jon Stewart!

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