. For , Apple 's plan to "de-Sinicize" is not a secret. It is actually not a secret to reduce its dependence on China's supply chain. As early as 2016, Apple was asked to transfer the assembly plant to the United States. However, due to various factors, Apple's supply chain transfer has not been further successful. But despite this, Apple has not given up transferring the industrial chain.
Among them, India is a relatively optimistic shift center. In 2017, Apple asked suppliers to follow Apple to build factories in India. Since then, Apple's suppliers in India have been in a rapid increase. However, at the beginning, Apple shifted its focus to the Indian market was not optimistic, because the time was delayed, and the response of the Indian-made iPhones in the market was also not optimistic. However, as time goes by, this situation seems to have changed a little. Recently, according to people familiar with the matter, Apple's iPhone products exported from India have exceeded the $1 billion mark in the five months since April this year. is obviously that iPhone products made in India are constantly being accepted by the market. But this does not mean that Cook 's "de-Sinicization" plan has been successful. even foreign media said: Is this set of data released? Is it sending a signal that Cook failed to "de-Sinicize". The reason for saying this is that, although from the data point of view, the number of iPhone products exported by India is gradually increasing, but in fact, the products exported from this region have also been criticized in the market. and many users even bluntly stated that they are unwilling to use iPhone products made in Print. To put it bluntly, it is still the iPhone products manufactured on the market that are not really accepted by the market. It means that the more products are exported from this market, the more Apple's reputation in the market is becoming stronger and stronger. In a sense, this releases a "failure" signal even more. Of course, with this set of data, we cannot fully conclude this concept, but we still need to use other aspects to prove it. For example, among the supply chain list released by Apple recently, there are 7 Chinese companies among them. If nothing unexpected happens, in the future, , Yangtze Storage may also be added to Apple's supply chain. This means that our Chinese companies have increasingly heavier core values in the Apple supply chain. The iPhone products manufactured in printing are only assembled for factories, so it is obvious that the migrated Apple has not truly "de-Sinicized" the core things. This also means that the newly released data is actually sending a signal of failure. In addition to these, there is another important key point. Apple still has a high degree of dependence on Chinese OEM, and it seems that the data made in India is not small, but more than 90% of iPhone products are still made in China. At the same time, the iPhone's supply chain is quite perfect in China, and it takes 8 years to remove 10% of the production lines. can be imagined how trivial this set of data is compared. It can be seen that this actually sends the same signal. In fact, I personally think that Cook may have given up on "de-Sinicization". However, the advance plan has reached halfway, and Cook does not want to give up easily and will continue to choose to manufacture iPhone products in the region. What do you think about this? Welcome to leave comments, likes and share!
