The Great Reversal: Apple, Huawei & The New Geopolitical Reality

The story of global technology is written through the journeys of two companies: Apple’s transformation from American manufacturing to Chinese dependence, and Huawei’s rise from a Chinese contractor to an integrated tech champion.

Today’s trade wars and supply chain reshuffling represent a dramatic reversal of 50 years of globalization.

The Apple Arc: From Made in America to Made in China

Apple’s transformation from a domestic manufacturer to the world’s most China-dependent tech giant represents one of the most consequential strategic shifts in modern business history. This evolution happened in distinct phases that mirror America’s broader relationship with global manufacturing.

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