Since the supply of to Huawei and has been cut off, and Samsung have announced their withdrawal from the Chinese market. They have eaten the "turn back grass" and established a new project department in China. They are determined to come back, just to compete for the domestic market vacated by Huawei. High-end mobile phone market share. However, the biggest winner of Huawei's supply cutoff is and Apple's , but at this time, they are planning to evacuate China. What is going on? Can’t you figure it out too?
It is undeniable that a few years ago, and apple had already "de-Chinese" actions. In 2018, Apple canceled cooperation with five domestic suppliers. Some time ago, the cooperation qualifications of 34 domestic supply chain companies, including OFILM and , were cancelled. Cook has always advocated "don't put all your eggs in one basket", so it has also moved its foundries to India, Vietnam and other places. But is Apple really willing to give up the "big cake" of the Chinese market?
In the author’s opinion, Apple’s withdrawal from China is not voluntary. There are “people” behind it who are constantly putting pressure, and the “black hands” behind this are the United States and Huawei. First of all, when YQ just started, the United States proposed to Apple to move the factory back to the United States. Due to the influence of YQ, Laos and the United States have also experienced large-scale "waves of layoffs" and "waves of store closings". Therefore, in order to solve the employment problem of Lao America, Lao America hopes to bring back local giants.
Secondly, the suppression of Huawei by the United States seems to have made Apple the biggest beneficiary, and it has "eaten" the domestic high-end mobile phone market share vacated by Huawei. The sales of iPhone13 mobile phones are also quite good, and Apple has made a lot of money. It has even become the only company in the world and the first company with a market value exceeding US$3 trillion. However, in fact, Apple is the "scenery" in front of others, but it is under tremendous pressure behind the scenes.
It is precisely because of the suppression of Huawei by the United States that it has promoted and accelerated the self-research of domestic chips. Huawei has also actively made up for its shortcomings and opened up more new fields, such as 5G, chips, quantum technology, mobile operating systems, and artificial intelligence. , automobiles and other fields have made great breakthroughs and progress. The increasingly "perfect" Huawei has invisibly put a lot of pressure on Apple.
Although Apple's share of the Chinese mobile phone market has increased significantly, once Huawei can break the "stuck neck" crisis and make a comeback, Huawei will no longer be what it used to be, and even Apple will find it difficult to match. Moreover, the actions of the United States and the United States to suppress Huawei have more or less tarnished American companies, including Apple, and their image in the minds of Chinese consumers has been greatly reduced. Many users have begun to complain about Apple's lack of innovation and high prices and low configuration. Therefore, from a long-term perspective, there are still many potential crises for Apple's development in the Chinese market.
But despite this, Cook is unwilling to leave the Chinese market. Cook clearly expressed his rejection of Lao America’s proposals. In addition, as an excellent businessman, Cook’s “original intention” of pursuing profit maximization will not change. So even though the potential risks are high, Cook will still not give up the opportunity to make money in the Chinese market.
Unfortunately, the pressure exerted by the United States on Apple has a great deterrent effect, which also forces Apple to make changes. But even if Apple builds factories in the United States, India, and Vietnam, it still does not mean that Apple will completely withdraw from the Chinese market. But the transfer of Apple's production lines should also sound a warning to domestic supply chain companies. Don't rely too much on Apple. Building your own domestic supply chain and having core technology is the key! What do you think about this? Welcome to leave comments and messages!
