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Chinese ODMs

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2025 by Steven Sinofsky · across every show →

Everything said about Chinese ODMs, oldest first

Jun 18, 2025 neutral
Insight
Sinofsky: Apple unintentionally built Chinese ODM hardware capabilities through osmosis
“Apple taught them how to do this. Now, they didn't plan on doing that. But osmosis happens. And they got all these skills”
Steven Sinofsky Jun 18, 2025 ▶ 31:31 Former Microsoft Executive on Apple’s Hidden China Problem
Jun 18, 2025 neutral
Assertion Not checkable as stated
Sinofsky: Chinese ODM founders only show foreign executives permitted factory lines
“They show you every step in the line. And then they, but you know, they show you the one you're allowed to see.”
Steven Sinofsky Jun 18, 2025 ▶ 27:48 Former Microsoft Executive on Apple’s Hidden China Problem
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