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Chinese ODMs

topic on 1 show · 2 statements across 1 episodes

the a16z Podcast

2 statements about Chinese ODMs, every show

a16z 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
a16z 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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