As we all know, under the joint influence of the incident of Huawei being cut off from the supply of by the US and the incident of OFILM being kicked out of Apple supply chain, domestic technology companies have also accelerated the "de-beautification" process and have begun to build a pure domestic supply chain. After the release of the Huawei Mate50 series, some institutions disassembled Huawei Mate50. Judging from the report data, the domestic production rate of Huawei Mate50 reached 72%.
Of course, the 72% domestic production rate is worthy of consideration in terms of calculation methods, but it is undeniable that the domestic production rate of domestic mobile phones is steadily increasing, but unfortunately, in terms of core components such as chips, CMOS and storage, domestic mobile phone manufacturers are relatively dependent on US, South Korea and Japanese companies.
As Huawei's main competitor, the iPhone14 series has also attracted the attention of many netizens after it was released, especially after Apple revealed that it intends to use the Yangtze Storage chip, the "domestic rate" issue of the iPhone14 series has also attracted the attention of foreign media. How many domestic components are used in the iPhone 14 series?
Foreign research agency Fomalhaut Tehno Solutlons released a detailed disassembly report on the iPhone 14 Pro Max. In terms of cost, the iPhone 14 Pro Max is the "most" in the history of Apple mobile phones. Among them, the price of the A16 chip has increased by 2.4 times compared to the A15 chip, with a total cost of US$501.
According to the report, the "domesticization rate" of iPhone 14 Pro Max has reached 32.4%. Although more than 50% of Apple's supply chain are in China, most of the core components of iPhone phones still use local American components. Obviously, the iPhone 14 series is still very cautious and prefers to use its own components. Among them, components in mainland China account for only 3.8%. Compared with the iPhone 13 series, the proportion of components used in mainland China has declined, while the proportion of US dollar devices has increased by nearly 10%.
It can be seen that domestic mobile phone manufacturers such as Huawei are accelerating their "de-beautification", and Apple is also accelerating their "de-Singapore". Global smartphone giants have realized the importance of "independence". Even if they are powerful, such as , Apple , Cook dare not take it lightly, and they still have to adhere to the "domesticization" strategy.
For Apple, using local U.S. suppliers is actually more expensive, but in order to reduce their dependence on the Chinese market, Apple must do so. Although Apple is a company that pursues maximum profits, every step of Apple's change makes sense. In the long run, iPhone phones increase the utilization rate of local components in the United States is the general trend, and the benefits outweigh the disadvantages.
So, some netizens may be worried, will domestic supply chain companies be abandoned like OFILM? A very sure answer, no! No business can get rid of global supply chains, and so does Apple. What we call "de-beautification" also refers to the key or core components, and when it comes to choosing components that can be selected and have alternatives, it depends on the cost-effectiveness, and the cost-effectiveness of domestic supply chain companies is definitely the "best".
The domestic supply chain has not performed poorly, and it will become stronger and stronger in the future. For Huawei Mate50, the screen panel is supplied by BOE , Kunlun glass is supplied by Xinjing Special Glass, RF antenna is supplied by Xinwei Communication, filter is supplied by Maijie Technology, ceramic cover plate is supplied by Sanhuan Group , optical lens is supplied by Lianchuang Electronics, lithium batteries are supplied by Xinwangda , camera module is supplied by Ofilm, and optical lens is supplied by Sunny Optical. With Huawei's "support", the domestic supply chain is not bad! What do you think about this? Welcome to comment and leave a message!
