183: The Apple Supply Chain in Asia with Tim Culpan - Analyse Asia with Bernard Leong
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Tim Culpan from Bloomberg Gadfly joined us in an interesting discussion to shed a light on Apple’s supply chain in Asia. We discussed Apple’s recent Q2 2017 earnings and its impact to Asia, the tight schedule in how Apple and their suppliers such as Foxconn, TSMC and Samsung operate before the major launch of their products in September. Last but not least, we discuss on how Samsung’s strangling hold on the OLED screens might delay the next Apple iPhone launch. Here are the interesting show notes and links to the discussion (with time-stamps included): Tim Culpan (@tculpan, Linkedin, Bloomberg), Columnist at Bloomberg Gadfly [0:38] Since our last conversation, what have you been up to? [0:56] Check out his recent columns in Gadfly: When you lose Apple, make lemonade Foxconn’s US plan don’t add up. Trump’s China Wall Trump’s gift to China Tech Hiring Tim’s thoughts on bicycles rental and ridesharing. [1:35] The iPhone supply chain in Asia [2:11] Summary of Apple Q2 2017 Earnings [2:19] Quick Intro: Every…