Timing is everything. As I began to write this short review of Patrick McGee’s new book Apple in China, this article, Auto Shangai 2025 Wasn’t Just a Car Show. It Was a Warning to the West, popped up on my radar. Let’s just say, they are nice companion pieces, given what I think the real message of McGee’s book is all about.
I highly recommend McGee’s Apple in China. It not only provides some rich history and context to much of the hurly burly news we follow about Apple and its relationship with China, but beneath that surface it provides a deeper warning about the failures of capitalism — Apple and American style — in general.
Not only does it hit that crucially important overlay of the story, it provides some fascinating, and at times frightening detail in many of the design, engineering, corporate, and political maneuverings far beneath the surface of all the machinations we read about on our iPhones.
In my opinion, that’s where the real magic is in the story. Given the amount of detail, McGee had access to some excellent sources. He’s an excellent writer. Portions of the story read with the pace, suspense, and scope of an adventure novel.
The focus of the book — and any of the praise and criticism of it — is obviously Apple. The gist is that Apple essentially trained up China to such a point, that with the pull of a plug, China can cut it off, and take what it has learned to dominate the world’s manufacturing sectors. His arguments are persuasive, and since Apple is — and has been — such a crucial focus since the dawn of the iPhone age, that focus makes sense. But lurking beneath those headlines, are other American companies, occasionally mentioned, who might not have gained the same notoriety, but essentially followed the same path. Check out the article I linked to earlier about the Shanghai Auto Show.
If there’s a villain in the story, it’s China. If there’s a useful idiot, it’s Apple, along with other shareholder valuing and profit loving American companies. Think of the parable of The Scorpion and the Frog.
Certainly Tim Cook plays a central role in all of this, but I have to say outside of some of the details, his obsequious compromises and acquiescence throughout comes as no more of surprise revelation as does his knee-bending to the Trump regime’s recent bullying. That’s all been on transparent display for anyone who has paid the slightest bit of attention, which makes any and all of it seem nothing short of a foolish farce, albeit a lucrative one.
In fact, I think you learn more about Foxconn’s Terry Gou than you do about Tim Cook.
If there is one big surprise that I think pierces the Apple aura, it’s just how little central control and understanding of what was happening on the ground in China in the helter-skelter days of early iPhone growth. What on the surface may have seemed like, and been adopted almost as mantra-like by the tech press, a giant corporation with a vision pushing buttons in Monday morning executive meetings, often feels like a company reacting to forces beyond its control that it brought into the tent.
The fact that Apple was as completely overwhelmed by early iPhone sales volume in China is quite frankly astounding, given what most have believed was a generally good central command of inventory control and marketing predictions. Certainly no one can predict everything, but it seems Apple wasn’t even close to understanding, much less predicting, what might happen in that market. Even as it was unfolding.
Obviously Apple won most of those skirmishes and battles. The question the book raises is will Apple have what it takes to win the larger war that it helped set the battlefield for.
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You can find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above.
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