Huawei is constantly restricted, why can't we attack Apple ?
After overtaking Europe and the United States in 5G technology, Huawei received a series of "special care". The completely self-developed technology made them unable to start. They could only achieve results through some external factors, take advantage of their own supply chain advantages, and constantly impact Huawei's business.
After three years of breakthrough, Huawei has also ushered in a "nirvana rebirth". It has adopted a large number of domestic production in the supply chain, which has driven the formation of the domestic supply chain system. The successful release of Mate 50 announced the return of the mobile phone business, and the most difficult period has been overcome.
I believe many people will have a question, why can the United States restrict Huawei unscrupulously, and we cannot properly "beat" Apple. What is the hidden truth in this? Can the supply chain relationship be reversed?
The advantage of Apple lies in
The rise of Huawei mobile phone has affected Apple's mobile phone's position in the high-end field to a certain extent, and the root cause lies in the completely independent technical system on the Hongmeng system and the Kirin chip , allowing these two core technologies to be better integrated.
does not belong to the combination of IOS system and A series chips in terms of operation experience, and the Android system has never been able to compete directly with iPhone because Google has only one system, and the chip needs to rely on other manufacturers and has the attributes of open source. Any mobile phone manufacturer can use it. The mid-to-high-end system uses the same system, which is destined to be out of reach of the true "high-end"!
Faced with Google's interruption of GMS services and Qualcomm's chip interruption, Huawei survived well, and learned enough lessons to make efforts on chips and systems at the same time. As long as the chip supply problem is solved, Huawei's mobile phone business will return. From the many statements of Yu Chengdong's , it can be seen that this problem can be solved soon.
The unbridled restrictions of the United States have had a great impact on the share of US companies in the Chinese market, but it seems that they are immune to Apple . The sales of iPhone 13 and iPhone 14 were not affected at all. On the contrary, after losing Huawei, the competitor, most of the sales have flowed back to Apple phones.
Many people will have questions, why can't Apple be targeted in China? First of all, we need to understand the company's supply chain and market. Driven by the background of globalization of technology, the iPhone can be said to be "domesticized". The parts are provided by domestic OEM factories. After the assembly is completed, it is transported back to the United States. After a round trip, it becomes an "imported product"!
Although this is very "ironing", the disadvantages of domestic industrial manufacturing are also fully visible. As Apple's main OEM factory Foxconn , although it has the title of "Iron Blood Factory", it has indeed solved the employment problems of most people in China in a specific time, and all of this is brought about by Apple's supply chain.
Although Cook once said: "The Chinese market is the least worrying about!" Although many people don't like to listen to this sentence, this is also a fact. From production and manufacturing to the final sales link, the Apple supply chain has created a large amount of output value. Many people in China need to revolve around this supply chain, which also helps China's industrial manufacturing to another level. Can
start the limit?
CCTV has repeatedly called for "get rid of Apple's dependence", but many manufacturers have no way to do it. Entering the Apple supply chain may have to take great risks, but if they do not enter this supply chain, many companies will probably be stuck directly at the "start".
and OFIL is a good example. Although after losing Apple's orders, its revenue directly dropped by more than 90%, it once relied on Apple's orders to become the world's largest optical lens supplier. Advanced technology can be passed down. Therefore, the current status of OFILM is not as miserable as we imagined.
Many domestic manufacturers are rushing to enter Apple's supply chain. In addition to winning certain benefits, there is another very critical factor, that is, to improve their technology and technology. Apple's strict requirements on the supply chain have become the key to the rise of China's industry.
Cook also said: "Apple cannot live without the Chinese market!" The reason is that the Chinese market accounts for more than 20% of Apple's total revenue, and some supporting business revenue is relatively complete. Both parties can be said to be complementary, and whoever gives up will suffer heavy losses.
Apple has been convening to transfer domestic production capacity in recent years, which is likely because of the requirements of the United States. Whether in the Indian or Vietnamese markets, the progress of building factories seems to have been going on and off. Eliminating some specific factors can also explain a certain problem.
At present, Apple cannot do without the Chinese market, and we cannot do without the Apple supply chain, so when it comes to countering this issue, we should take more rational measures, and not adopt this strategy of "injuring the enemy 800 and self-destructing 1000". What do you think about this?
