You're trying to paint Apple as a helpless victim here, but they didn't get blindsided by CCP tyranny. The company has spent years developing this exact situation and repeatedly choose to do the bidding of the Chinese government.
"Just following orders" is a pitiful excuse, and even worse when the orders are coming from an oppressive foreign government.
I think it would be more accurate to say that the CCP is cracking down, and Apple is one target of that push.
I don't think it's completely accurate to say that Apple can "choose" these things. There's no "choosing" with the CCP, and there's no "choosing" to manufacture outside of China, at this point [1]. This isn't an Apple problem, it's a worldwide supply chain problem, that all tech companies are stuck in [2].
They're choosing to continue business in China. They're choosing to continue to manufacture in china. Like everyone else, they're choosing to leave china, with manufacturing being pushed to India, Taiwan, Vietnam, and S.Korea. But, in the short term, there's exactly one choice, for both, for them and the rest of the tech sector, that keeps the bills paid. This is a systemic problem, not an Apple problem. It's good to see the world is, finally, waking up to this, beginning the transition, and I think this movement should be celebrated.
1. https://www.cnn.com/2022/07/28/tech/apple-china-manufacturin...
2. https://www.forbes.com/sites/timbajarin/2022/08/30/shifting-...
Which request? Android's version of AirDrop, "Nearby Share" is disabled in China [1].
> even though their Pixel uses many Chinese parts and some are made in China, because they don't service in China.
Google is an ad company. Only 5 million Pixel 6 sold in the first 6 months [2]. It's just a few percent of their income. Nobody would notice if they decide to stop selling the Pixel line, worldwide.
Apple is a hardware company, with around 50% of their income from iPhones [3]. It's a very different context. Again, they appear to building speed to move out, and like the previous reference shows, that's all any of these established companies can do in the short term: build speed.
1. https://stackoverflow.com/questions/72812112/android-nearby-...
2. https://www.thurrott.com/mobile/android/274544/pixel-smartph...
However some people think that Apple should bear the cost in its own, since it’s the not an existential choice. It’s simply the choice between taking a loss this year then recovering later, or continuing to make the maximal amount of money this year.
I think I agree with this. What could you see that mandate looking like, and what would the "standard" be? Would it be something stronger than the sanctions we have now? As my previous links show, complete isolation is impossible, in the short term, so I imagine this would have to be a slow process.
> It’s simply the choice between taking a loss this year then recovering later, or continuing to make the maximal amount of money this year.
I would suggest reading the references I provided. This definitely isn't a "loss this year" thing. It's losses for decades. It not only requires rebuilding direct vendors, but vendors that supply to them, and to them, and so on.
Edit: The alternative is Apple doesn't comply w/ government orders and leaves the country. That is the alternative.
Yes, not doing business in China means less revenue, and unhappy shareholders. This is why capitalism sucks: it more or less requires companies do unethical things, when not doing those things means much less money.
Behind the curtain there are humans making decisions. They may be hedge funds, investors, board members, etc. There are humans that deliberately want to do business with China and know exactly what is happening with those workers. It wasn’t capitalism that outsourced iPhone production to a sweat shop, it was a group of real people who are morally bankrupt.
Power and corruption are ubiquitous in every system.
And it is a weird kind of "force" they face. Apple, over the course of decades, has willingly made a huge investment in a state with an authoritarian government in order to pursue their goals. They did this knowing full-well that China's suppression apparatus would take great interest in Apple's pocket bugs, and that China shows little hesitation about using their leverage. Apple knew they would be asked to make these sorts of concessions. There's no chance they didn't think this over.
So when people say they "Apple doesn't have a choice", what they mean is Apple made the choice some time back.
This is the part you're wrong about: Apple, like any public corporation with effectively-zero internal controlling-share ownership, is constitutionally incapable of doing things that would make its share price drop; and is constitutionally compelled to do things that make its share price rise. Any CEO who attempts to do anything "against" the share price is fired by the board (which consists of external shareholders, not idealists) and replaced by a CEO who will serve the share-price god.
"Things that make Apple's share price rise" include "entering the Chinese market", "committing to the Chinese market", and "doing whatever customization to their products is required to stay in the Chinese market."
Which is all to say: Apple never made a choice. Free-market capitalism made this choice. If individual Apple employees don't like "the market" being their true boss, they're free to leave and work instead for a private company, or an internally majority-owned company, or a non-profit, or a B Corp. But Apple itself — the aggregate emergent behavior of the organizational entity — is not free to do anything, any more than a train is free to drive off of its rails.
Consider:
1. The market has an ability to "lose faith in" an equity, and do a mass sell-off of that equity, destroying/bankrupting the company — see e.g. what almost happened with British bonds a few months ago. Essentially, an uncoordinated boycott, as a result of a suddenly different output to a Keynesian beauty-contest (i.e. everyone thinks that a sufficient number of other people will sell based on the news to trigger a collapse of the price; so they have to sell first.)
2. In companies owned by majority-external shareholders — especially when those shareholders are market-makers (as is true in Apple's case: https://money.cnn.com/quote/shareholders/shareholders.html?s...) — the board is very well aware of #1, and so hires/fires the CEO based in part on whether they will avoid actions that will result in the market "losing faith" in the company. (How do they know? Because those market-makers are the ones who would, in aggregate, do most such selling-off!)
That's what I mean by "Apple is constitutionally incapable of doing X" — not that they'd face some sort of corporate malfeasance suit if they did (who even cares?) but that any CEO hired by a public corporation is operating under a dagger of Damocles that they know will fall the moment they do anything to lose the public's faith in their company's stock.
Costco paying above-market, and Amazon not putting out any dividends, are not actions that result in mass sell-offs — especially because they're things the companies have done from the start (so if anyone got in on these companies in the first place, they got in knowing that these are things these companies do.)
Apple exiting China is the opposite: a stark, sudden shift in strategy, in a direction the self-interested parts of the global(!) market wouldn't care for. (Emphasis because mutual funds et al have a fiduciary duty to their shareholders, and those shareholders aren't just American, but all over the world — including China!)
This is absurd. Apple is doing this because of government pressure, not because of their own desire to crack down.