Today, Apple ( AAPL) has lost some clarity of that vision. And as a result, it is being systematically marginalized by the Chinese government and state controlled media, because they have fear, they need a wall to feel safe. Companies like Apple, Google ( GOOG) and Samsung are dominating Chinese markets and not allowing them to develop their own intellectual property, which they view as their ticket to independence. The harder we try to penetrate China markets, the greater they will push back, in all manner and form. China is the second-largest world market, and they don't want to be sold to, they want to be part of. The first company to break down their own walls of competitiveness and help China realize their vision of independence will win.
So, what form does this take? Does Apple sell the rights to its technology? Become partners with the Chinese? Split up the product lines? Share in the manufacturing? I really don't know. But I do know that it's something like this, or eventually it will be nothing at all. -- Written by Ernie Varitimos, author of the Apple Investor blog. Follow @Conservatum This article was written by an independent contributor, separate from TheStreet's regular news coverage.