Previously, Japanese media and Japanese engineers dismantled a 5G mobile phone Huawei Mate40E owned by Huawei . Statistics show that , domestic parts and components accounted for 56.6 in Huawei Mate40E. %, this is currently the flagship with the highest localization, but even so, due to technical limitations, Huawei is still unable to produce 5G mobile phones.
After seeing the localization of Huawei's flagship, many consumers must be curious about the "localization" of the high-end giant Apple.
Apple once announced the list of Apple's supply chain, Among them, the number of Chinese manufacturers is the majority, reaching 114. But it needs to be understood that no matter how large the number of China's supply chains, its position in Apple's supply chain is not irreplaceable.
Because the components provided by Chinese manufacturers are not core components in Apple mobile phones, but the real core components are basically provided by American companies, as can be seen from the latest iPhone13 .
A few days ago, Techinsight, an authoritative professional organization, disassembled iPhone13Pro and analyzed the internal parts of the phone.
From the analysis report, , iPhone13Pro’s core processor, audio amplifier and UWB chip are all developed by Apple, while the memory and memory are provided by Hynix and Toshiba .
The 5G baseband used by iPhone13Pro is provided by Qualcomm, the RF chip, front-end chip, etc. are provided by NXP , ST, Broadcom is provided by Samsung, and the screen is provided by Samsung .
Judging from the above main component supply list , baseband chip , core chip, memory, radio frequency chip and other important parts of the mobile phone, it is also the most important part of the mobile phone. Most are provided by American manufacturers, followed by South Korea and Japan.
Obviously, none of the core chips in the iPhone 13 Pro comes from a Chinese manufacturer. If the Chinese supply chain must be linked with the iPhone 13 Pro chip, the of Taiwan Province of China and TSMC have provided the core for Apple’s foundry. chip.
Therefore, Chinese manufacturers are more just to provide iPhone13Pro with unimportant components such as foundry, casing, and battery. Relatively speaking, the technical content is not high.
Although there are many Chinese manufacturers in Apple’s supply chain,But it is not so important, because Apple can change these manufacturers at any time, OFILM is a lesson for the past.
In the author’s opinion, Chinese Chinese manufacturers can enter Apple’s supply chain because of the cost-effectiveness. For Apple, the use of components provided by the domestic supply chain can reduce costs to a certain extent. .
Compared with domestic mobile phone manufacturers, take the millet as an example, the core processor is provided by Qualcomm, the screen is from Samsung, the sensors are from Samsung and Sony and so on.
It can be said that Xiaomi's core components are almost all from the United States, Japan and South Korea, which directly leads to the lower profit of Xiaomi products.
It is precisely because of the imperfect domestic industrial chain that the United States has the opportunity to get stuck in Huawei's neck.
Therefore, if Chinese mobile phone manufacturers want to go longer, it is necessary to improve the domestic supply chain, especially the core parts, which are in urgent need of localization.
Generally speaking, still has a big gap between domestic mobile phone manufacturers and Apple. Of course, this gap requires the joint efforts of mobile phone manufacturers and domestic supply chains to make up as quickly as possible. Technology, domestic mobile phone manufacturers have the confidence to expand in overseas markets.Not afraid of being suppressed by sanctions.
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