Ultimately of course, these things do have a return, even just in PR. How Apple operates in China has some effect on its US sales and market position... so I guess Tim has to play a careful game.
It's easy to not consider ROI when one's talking about investment with non-negative gains strictly under your control. If you have money to spare, making your devices accessible will not reduce your profits, and there's a chance it'll increase them.
OTOH, pissing off China could mean huge losses for Apple, and that makes it a different story altogether.
Exactly. Even if Cook stands up for his (or our) ideals, the pressure China is going to apply to Apple will result in Cook getting ousted by the board, replaced by a favorable "Cook".
Companies (for profit or not) answer to their major stockholders. Even politics in a (democratic) country (EU or U.S. or X, place possibly your country where X) follow a similar mechanism: politicians conform with the wishes of the major coalitions that will keep them in power. Sure one can leave footprints of their ideals, but after some threshold they are intrinsically bound by their power base (usually lobbying).
I think the point many people are making is that "I will be replaced by someone willing to do this morally reprehensible job" is not an excuse for doing the job yourself, as that 1) increases the pool of people who are willing to do the job and allows more bad things to happen and 2) as people are not purely replaceable, it isn't clear that the Board of Apple will be in a good place to find someone as competent at supply chains as Tim Cook to replace him... particularly someone who is both competent and willing to play with China.
Cook realized that his board or shareholders would fire him for getting Apple locked out the Chinese market (both for sales but also for the manufacturing). Not an easy position to be in.
> Cook realized that his board or shareholders would fire him for getting Apple locked out the Chinese market (both for sales but also for the manufacturing). Not an easy position to be in.
They could conceivably diversify their manufacturing base, but that's a longer term strategy. Given Apple's reputation for control, it's conceivable that they're not as dependent on the Shenzhen ecosystem as your typical manufacturer. It doesn't have to be domestic US production, just not China.
http://www.businessinsider.com/apple-ceo-tim-cook-companies-...
Ultimately of course, these things do have a return, even just in PR. How Apple operates in China has some effect on its US sales and market position... so I guess Tim has to play a careful game.