Apple's has become one of the best in the global technology market by virtue of its excellent products and top scientific research results. Especially after Cook took over Apple , Apple's profitability has become stronger and stronger, and Apple has become the only company in the world with a market value exceeding US$3 trillion. Precisely because Apple has an amazing ability to make money, it is also a matter of pride to be a member of Apple's supply chain.
But becoming a member of the "Fruit Chain" is not easy. Apple's management of supply chain companies can be described as "harsh". In addition to Apple's long and strict review procedures, in order to avoid "putting all the eggs in the water" as much as possible "One basket" risk, Apple will not use a single supplier. Take screens as an example, Apple's mobile phone panel suppliers include Samsung, LG and BOE.
In this process, in addition to lowering prices for supply chain companies, Apple will also require manufacturers to transfer production processes to other competitors, so that several suppliers can supply products at the same time, thereby meeting Apple's requirements for unified product standards. Therefore, in a sense, although it is glorious to enter the "fruit chain", the order volume can be increased, and it may also affect the company's market value, but in fact, the profits of suppliers are reduced.
Moreover, for Apple supply chain companies, there is still the risk of being kicked out at any time. Last year, 34 domestic supply chain companies, including OFILM and , were ruthlessly abandoned by Apple. Without any warning, OFILM's market value plummeted, its net profit plummeted by about 90%, and it almost went bankrupt overnight. What a tragedy it is to close.
At that time, CCTV issued a reminder to Chinese companies that domestic supply chain companies must get rid of "Apple dependence" and diversify their layout. Apple understands that it cannot put all its eggs in one basket, so why don’t domestic supply chain companies know this? Maybe the needle didn't poke me, so I didn't feel pain. CCTV's reminder didn't have much impact. Many domestic supply chain companies still put all their resources and attention on Apple. As a result, OFILM's tragedy happened again. .
Recently, Apple officially announced that mobile phone screen manufacturer BOE has been kicked out of the supply chain of iPhone13 mobile phones. The specific reason is that BOE changed the design of the OLED screen panel. BOE being abandoned by Apple is equivalent to pressing the "pause button", and its future development prospects are worrying. After all,
has always supported BOE's and Huawei . Currently, the mobile phone business has also been greatly affected. Now that it has lost its major customer Apple, this is like a wake-up call for BOE and has a huge impact.
After experiencing the OFILM and BOE incidents, domestic supply chain companies should recognize the true face of Apple. And in addition to Chinese companies, it can be seen from Apple's attitude towards Russia's suspension of supply that this company has always put interests first. Don't have any illusions about Apple and other American companies, thinking that the other party will be kind to some extent. noodle. When interests are involved, turning against others is inevitable. Therefore, it is urgent to get rid of "Apple dependence" and cannot wait any longer! CCTV’s reminder should be taken seriously. What do you think about this? Welcome to leave comments and messages!
