Latest / Boardroom Conversations with Fexingo: CEOs, Strategy, and Corporate Leadership Explained
How the Apple Board Navigated the China Supply Chain
In episode 99, Lucas and Luna examine how Apple's board of directors has managed the company's massive and complex supply chain in China. They trace key decisions from the 2010s ramp-up through recent geopolitical tensions, labor disputes, and COVID disruptions. The conversation focuses on a specific number: at its peak, 80% of iPhone assembly was concentrated with Foxconn in Zhengzhou. They explore how the board pushed for supplier diversification to Vietnam and India, and how the loss of one executive in 2019 nearly derailed production timelines. Listeners learn how a board's…
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