Caution like Cook , how can you put all the eggs in a basket? Although the supply chain of Apple is spread all over the world, China's supply chain is increasing in the "fruit chain", which makes Cook feel a sense of crisis. So in recent years, Cook has been trying to reduce his dependence on the Chinese market and transfer the production line of iPhone phones to the India-Vietnam region.
However, I thought everything was still in the process of planning, but I didn’t expect that Apple was printing and producing iPhone14 in advance. According to industry analysts, by the end of 2022, the proportion of iPhone 14 produced in printing will reach 5%. By then, India will become the world's second largest smartphone market, second only to China. In a sense, the purpose of Apple's transfer of production lines is to support the seal and balance China's manufacturing industry. So will Apple's plan affect China's manufacturing industry's status?
For the moment, it is difficult. Although the labor cost in the printing market is relatively low, the advantages of Chinese manufacturing are still very large in terms of yield rate and manufacturing efficiency. This is also the reason why the Indian market can only get a 5% share when it fights hard. Although Apple wants to diversify its supply chain and reduce its dependence on China's supply chain, to be honest, Apple cannot afford to "bet"!
From the perspective of strategic development, Apple is bound to win the market for printing. After all, the population of India is large, just for the demographic dividend, and Apple also wants to give it a try. At present, in the smartphone market, domestic mobile phones are still the main ones, and the share of Apple phones is not high. In addition, the import tax imposed by printing is relatively high, so if Apple wants to take over the printing market, it must go to the printing factory to build a factory.
However, Apple has been conceived for so long, but it has not implemented it quickly, because some problems were found during the printing and construction of the factory. Although the labor cost is lower than in China, it does not meet Apple's requirements in terms of manufacturing process, production efficiency or scale. As one of the world's top mobile phone brands, everyone knows that Apple has very high requirements for supply chain companies, so this is also one of the biggest challenges and obstacles for Apple's production line to move out.
Therefore, Cook, who has always paid attention to safety, will not bet on the Print market all before everything enters the formal market. Giving a 5% share is actually a test of the waters. More importantly, Apple’s establishment of production lines in Print is not to replace Chinese production lines, but to reduce its dependence on Chinese manufacturing. Therefore, the Indian market will not become the "main force", it is just a "tool" used by Apple to check and balance China's manufacturing. The past is progressing and the decline is gaining. This is Cook's trade-off strategy.
Of course, this does not mean that China's manufacturing industry is 100% safe. According to data, in recent years, China's manufacturing industry's share in GDP has been on a downward trend, which needs to be paid attention to. In the smartphone industry, in addition to paying attention to their own technological research and development, mobile phone manufacturers also need to use higher standards for Chinese manufacturing and complete the transformation of smart manufacturing. Only when one can dominate one person can go far. Only when the entire industry and the entire industrial chain are "revitalized" can the enterprise become bigger and stronger! What do you think about this? Welcome to comment and leave a message!
