Apple 's iPhone 14 was released as scheduled. Although even the daughter of founder Jobs complained that it was unrealistic, it still did not affect others' hot sales. The pre-sales were still snatched at the beginning, and there was even reaction to Apple's official website It collapsed.
Even if the delivery time needs to be delayed by 5-6 weeks, it still cannot stop the enthusiasm of mainland Apple fans. This probably made Cook wake up laughing when he fell asleep, but what he didn't expect was that his own people didn't give him a good look and started to find fault, so Apple responded quickly.
Mainland dependence does not decrease but increases
Judging from the recent reservation situation of iPhone 14, the mainland market is very important to Apple. iPhone 14Pro is the most popular series, and the order allocation in mainland China accounts for about 85%, which will naturally push Apple to take over The performance down.
Apple’s achievement is inseparable from the mainland’s perfect supply chain system. Half of Apple's 200 suppliers worldwide are in my country. Last year, the number of suppliers in mainland China reached 51, surpassing Taiwan, becoming the largest supplier location.
Among them, there are BYD , Luxshare Precision , Wingtech , Goertek , Lens Technology , Lens Technology , Lingyi Intelligent Manufacturing , etc.
But Cook has always wanted to reduce his dependence on the mainland. On the one hand, they have requirements on the top, and on the other hand, they don’t want to “put the eggs in a basket”, and they are worried that they will be subject to certain restrictions in the future, so they have always wanted to Moving out.
For example, it was suggested that suppliers could expand production capacity in external regions before. Foxconn has responded positively to this and went to India, Vietnam and other places to build factories, but in the past two years, it has always been a problem at critical moments and needs to be put into practice. The order was transferred to the mainland before it was completed.
Nowadays, the proportion of contribution of Chinese enterprise suppliers to the value of iPhone has increased from the previous 3.6% to more than 25%.
responded quickly when inquiry and
There are two more points worth mentioning. One is that Apple's previous design was mainly in California, the United States, and now it has begun to hire engineering to design together in the mainland. US media said that the iPhone has been designed from California and made in China , it became a joint creation of both countries.
The second is more important, that is, mainland suppliers are no longer only responsible for relatively low-end roles such as assembly and processing, but have begun to gradually assume a more value-added supply chain. For example, there is a message that BOE and Yangtze River Storage are Included in the fruit chain.
This has attracted the attention of some U.S. lawmakers who say they will face severe scrutiny if Apple continues to advance.
Normally, if an enterprise uses its product, it is enough to consider whether it meets the cost. Especially for global companies like Apple, where products are used, they mainly consider their own interests, but this has also been criticized.
and they are still the ones who are angry, saying that they are "shocked" and directly pointing out that "Apple is playing with fire"!
Apple quickly responded positively this time to whether Yangtze Storage has been included in the supply chain. This situation is still very rare, and Apple never responds to corresponding rumors. So foreign media directly commented: Apple has a strong "desire for survival"!
Apple's attitude explains the problem
The reason why foreign media commented like this is mainly because Apple rarely responded positively and directly stated the solution.
Apple said that there is no chip used in any product at present, and even if it is used, it is only available in iPhone phones sold in China. This means that the chips of Yangtze Memory will not be used in mobile phones sold outside China.
Otherwise, Apple has a strong "desire for survival"? This response is that neither side offends, because it is currently in the beginning of the hot-selling period of the newly launched iPhone 14, and it does not refuse to use the chips of China Enterprise Changjiang Storage, which is also a market that caters to the mainland. .
instead of using the Yangtze Memory chips outside of China, it is in response to the public accusations of their lawmakers. Because memory chip is quite special, Apple also stated that all user data on flash chip has been "fully encrypted".
Global flash memory chip has always been monopolized by US, Japanese and Korean companies such as Samsung , SK Hynix , Kioxia, Micron , etc. Yangtze River Storage breaks through the cracks and reaches the global leading level through independent research and development, which is why Apple will I like to use it.
Apple's attitude shows that Chinese companies are growing very fast, while the United States is still keeping a close eye on our progress.
The reason why Apple has included BOE and Yangtze Storage into the supply chain is that their product level is that they can meet the requirements. In addition, Apple adheres to the multi-supplier strategy and does not want to rely too much on Korean companies.
Apple's response to the incident just shows how important the mainland's market and supply chain are, and it is not easy to reduce dependencies!
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