text | Observation Jun
This is an American company! We gave Apple a chance, but Cook plays "betrayal"!
Since Huawei was suppressed by the United States, there have been many such voices online: can ban Huawei from the United States, why don’t we fight back and ban Apple from the color?
Those who have similar ideas are not just ordinary people. Even Chinese academician Ni Guangnan has publicly stated: If the United States insists on upgrading the chip ban to restrict Huawei, then we should consider limiting the development of Apple and Qualcomm in China. We cannot watch Chinese companies being suppressed by the United States while allowing American companies to make a lot of money in the Chinese market.
However, similar ban on Apple's sale did not become a reality in the end, but was left alone. On the other hand, Huawei has been subject to more stringent targeting. Not long ago, the United States even announced a ban on Huawei from selling communications, surveillance and other equipment in the United States.
It can be found that When treating companies from both countries, China and the United States have completely opposite attitudes. Although there are also voices of banning the sale of Apple, more of them are still in the voice-off stage. The United States, on the other hand, took practical actions. From this perspective, we have given Apple and other American companies opportunities to continue to make money in the Chinese market.
However, what was unexpected was that our magnanimity ended up with Cook's "betrayal". Not long ago, Wall Street Journal threw out a big news: Apple plans to transfer some production lines to other parts of Asia, mainly India and Vietnam.
According to JP Morgan , Apple will transfer 5% of iPhone14 production to India starting from the end of this year, and will produce one-quarter of iPhone in India by 2025.
As we all know, 90% of Apple's current production capacity comes from mainland China. This time Apple's transfer of production capacity is naturally the transfer of production capacity in mainland China. Then why did Apple do this? There are two main reasons. The first is that China is developing too fast and labor costs are beginning to rise. The second is that the increasingly tense international relations have made Cook realize that he cannot put his eggs in the same basket.
From the perspective of enterprise development, Apple's choice to transfer production capacity is understandable, but considering Huawei's situation in recent years and the preferential treatment of Apple's in the Chinese market. For example, when the epidemic in was at the worst, my country gave priority to ensuring the normal operation of the Foxconn factory, which prevented the production capacity of Apple products from dropping significantly. There is also policy benefits, and we have given Apple a lot of loose policies.
Relying on various favorable policies, the Chinese market has become Apple's third largest revenue source market, and its revenue share has been increasing year by year. In 2021 alone, Apple earned US$68.4 billion in the Chinese market, or approximately RMB 475.9 billion.
However, Apple, which is eating the dividend of the Chinese market, is now moving to transfer production capacity. The statement given is that China's labor costs are starting to rise, which is ridiculous. To put it more bluntly, after Huawei was suppressed, we gave Apple a chance to continue to develop in the Chinese market, but now Cook is playing "betrayal", which is very ironic!
This is an American company. When there is profit, it comes faster than anyone else, but when there is no profit, it turns its back faster than when there is profit. Speaking of , Apple is not the only company that has turned against others in recent years. Other overseas giants in the Chinese market have actually done the same thing as Apple, such as , Samsung , Foxconn, Nike, etc.
In our opinion, there are many things worth reflecting on and being vigilant behind the "betrayal" of international giants such as Apple. The point of being vigilant is that the transfer of production capacity by overseas giants such as Apple is likely to drive the entire industrial chain, , to move outward or even collapse.
Take Apple as an example. In the past ten years, a large number of domestic companies serving the Apple industry chain have been born in China. If Apple transfers most of its production capacity, what should these companies do? Is there a way to deal with it? If is not wary of this in advance, the departure of overseas companies may lead to the collapse of many domestic industrial chains, and we have to guard against this.
The point that needs to be reflected on is that in the past decade, most of our companies seem to have focused on serving to Apple and other Western companies, and instead forget their own development. In the past decade, super technology giants like Huawei have indeed appeared in China, but the overall number is still too small. If we can have ten or hundreds of super technology giants like Huawei, then do we still need to worry about Apple's transfer of the industrial chain?
Finally, we want to say that Apple's betrayal just proves that China's manufacturing still must support its own brand, must have its own advanced technology, and must gain voice and bargaining power in the field of high-end manufacturing with higher value.
Otherwise, no matter how powerful China's manufacturing is, it is just a rootless duckweed, and it is difficult for it to grow into a towering tree. We also hope that Apple's "betrayal" can awaken domestic companies' fighting spirit to strive for self-improvement.
