logoalt Hacker News

steelframetoday at 1:59 PM1 replyview on HN

Apple isn't exactly competing with China.

https://en.wikipedia.org/wiki/Apple_in_China


Replies

leoctoday at 2:31 PM

At the manufacturing level it largely isn't, no, though as others have pointed out Apple at least still has the ability to explore options outside China. But Apple represents a lack of vertical integration for its big Chinese suppliers like Foxconn, an American middleman taking a big slice of the revenues and profits which come from the customer. One thing to note is that Android isn't all that different, as phone makers still have to tithe to Google.

One factor (mentioned at https://bsky.app/profile/rajakorman.bsky.social/post/3mqubnh... for instance) is Western distrust of the Chinese government and the regulatory barriers erected from both sides. TikTok's probably a good case study. There was a conspicuous lack of Chinese software companies having success in the Western consumer market before TikTok. Building TikTok involved creating a new product aimed at RoW which was separate from its original Chinese model, Douyin. And then after TikTok Western success was still elusive, to some extent, as the US government snatched away Bytedance's toy.

Though even beyond tech and other politically sensitive areas China's generally been pretty slow at generating RoW-consumer-facing products and brands. There's also the slightly remarkable fact that historically (and even to some extent still today) GUIs have been extremely, mysteriously hard for large companies worldwide to do well. The main exception have tended to either be called "Apple" or have dedicated themselves to copying Apple's homework: https://news.ycombinator.com/item?id=22288221 .

(I am not an expert on anyhthing.)