Honestly, I think that Apple is actually in a far less precarious position than people here make it sound.
They make it seem like China can simply cripple Apple’s operations with the snap of their fingers, and while the authorities certainly could, I simply don’t see an incentive for them to do so.
Apple, for better and for worse, is responsible for hiring a significant portion of China’s citizens and ensuring they are gainfully employed and are able to make ends meet. Which in turn means they are not roaming the streets and causing unrest.
Going after Apple now will only serve to accelerate Apple’s efforts to move their manufacturing capabilities other other countries like India. In turn increasing China’s unemployment rate, something they cannot afford during this pandemic period.
Yes, once in a while, some media outlet will pen an article criticising Apple, and once in a while, Apple makes a show of capitulating to the CCP government by removing some apps from their App Store or making a donation here and there but by and large, the sales of their hardware (which is where the bulk of their profits come from) is allowed to go on unmolested.
And it also helps that the Chinese people actually like Apple products, and see it as an aspirational luxury brand to aim for. You don’t just suddenly remove this from the market overnight and not expect some sort of backlash.
Apple being so reliant on China for manufacturing is their biggest weakness, and it also appears to be their biggest bargaining chip to use against China here. There is no way China can go after Apple in any meaningful way without also shooting themselves in the foot here.
Well-played, Tim Cook. Well-played.