文章详细说明了苹果如何透过 iMac,尤其是 iPod,来精进这套方法。它淘汰过时流程,借鉴 kaizen 和 Toyota 式精实管理等日本理念,并把 Tim Cook 以排程为先的哲学推进到营运之中。苹果也从依赖多个供应商,转向挑选一个最佳供应商,接著再教竞争者其方法以消除差异;这套做法被用在 iPod Classic 的 0.4 millimetres 不锈钢背板等零件上,该零件从日本的工艺流程转为由 20 多家合作公司每天生产 15,000 到 20,000 个外壳。苹果让工程师进驻,将工厂技术拍成影片,整理成数学指令,然后在中国大规模自动化。它也运用资本、预付款与独家合约,如 Sharp 所示;据报苹果曾在一座工厂内安排多达 50 名自家人员,并协助管理 LCD 产出,而该产出有时运作率超过 90 per cent。
这些影响对日本与中国都极为深远。苹果的方法从日本供应商那里萃取制造 knowhow,将其商品化,并常把生产转往他处,使 Sharp 及其他日本供应商即使拥有工艺也变得脆弱。在中国,同样的苹果作法帮助建立了产业深度:从 2006 年开始,它协助打造如 Guanlan 的 Apple Garden 等专用 Foxconn 园区,之后又有 Chengdu 和 Zhengzhou 的据点。如今苹果生产约全球 1/5 的智慧型手机,但其生产仍依赖中国;与此同时,中国品牌掌握约 50 per cent 的智慧型手机市场份额,以及电池、稀土和电路板等关键瓶颈。苹果如今市值约 3.7tn 美元,年度获利超过 $100bn,但文章警告,它建立的供应链如今可能已超出其完全掌控,尤其是当 BYD 和其他中国企业向价值链上游移动时。
Apple’s rise over the past 50 years is usually credited to Steve Jobs, Jony Ive, and iconic products, but the article argues that Asia’s manufacturing systems were equally decisive. After returning in 1997, Jobs inherited a fragmented company and a quality framework, ANPP, that no longer fit Apple’s ambitions. In the late 1990s and early 2000s, Apple was still struggling with low profitability, product failures like the G4 Cube, and enormous operational strain, even as it began turning the iMac and iPod into cultural hits. The company’s key breakthrough was learning to separate design intent from manufacturing execution, building processes that could move from concept to mass production at very high speed.
The article details how Apple refined this approach through the iMac and especially the iPod. It replaced outdated processes, drew on Japanese ideas such as kaizen and Toyota-style lean management, and pushed Tim Cook’s schedule-first philosophy into operations. Apple also shifted from relying on multiple suppliers to selecting one best supplier, then teaching rivals its methods to eliminate differences; this was applied to components such as the iPod Classic’s 0.4 millimetres stainless steel back, which moved from a Japan-based craft process to more than 20 cooperating companies producing 15,000 to 20,000 casings per day. Apple embedded engineers, recorded factory techniques on film, codified them into mathematical instructions, and then automated them at scale in China. It also used capital, prepayments, and exclusive contracts, as seen with Sharp, where Apple reportedly had up to 50 of its own people inside a factory and helped manage LCD output that at times ran above 90 per cent utilisation.
The implications were profound for both Japan and China. Apple’s method extracted manufacturing knowhow from Japanese suppliers, commoditised it, and often moved production elsewhere, leaving firms like Sharp and other Japanese vendors vulnerable despite their craftsmanship. In China, the same Apple playbook helped build industrial depth: beginning in 2006 it helped create dedicated Foxconn campuses such as Apple Garden in Guanlan, followed by sites in Chengdu and Zhengzhou. Today Apple makes about 1/5 of the world’s smartphones but depends on China for production, while Chinese brands hold about 50 per cent of smartphone market share and key chokepoints in batteries, rare earths, and circuit boards. Apple is now worth about $3.7tn and makes more than $100bn in annual profits, yet the article warns that the supply chain it built may now be beyond its full control, especially as BYD and other Chinese firms move up the value chain.