Apple is about to leave and transfer the industrial chain to Vietnam, India and other regions. This is no longer a new thing, but after so long, this matter is still being discussed and is brought up from time to time. What this reflects is actually the industrial upgrading confusion we are facing as the world's manufacturing center.
As expected, it is actually very difficult for Apple to leave. In a way, this is both a place we can be proud of, but it is also a place that puts us in trouble. So, where is the problem and how should we do it?
Made in China stuffed with iPhone 14
Cook wants to run away. Logically speaking, the supply chain of each generation of Apple will reduce "Made in China" accordingly. However, the disassembly results of the new generation of iPhone 14 show that it is completely opposite.
iPhone 13 started with rumors that it entered the fruit chain BOE . This time, it finally entered the fruit chain without any doubt, supplying OLED panels to 14, Lens Technology , Luxshare Precision , Goertek , etc. continue to supply cover glass, connectors, acoustic devices, etc. to 14.
The most surprising thing is that the high-performance NAND chip produced by Yangtze Memory was also adopted by Cook, and Apple has also started using the domestic flash chip for the first time.
According to public reports from US media, 25% of the total value of iPhone 14 comes from "Made in China". The same data, on iPhone 12 two years ago, was only 15%.
From low-cost components such as batteries, shells, lenses, wires, and core components such as chips, domestic suppliers not only occupy more and more fruit chain shares, but also the value of the components they supply is getting higher and higher, and the core.
Apple cannot do without Chinese manufacturing
Objectively speaking, on the one hand, Cook is facing the pressure of "decoupling" and wants to run first. On the other hand, Apple cannot do without the domestic market. If you want to do a good job in China, it cannot do without the support of local manufacturers. The result under the contradiction is: everyone knows that Apple wants to transfer the industrial chain and has already achieved some results (in printing and producing the latest iPhone phones, the production pace is slowly keeping up with the domestic market, and the Apple Watch and MacBook production lines are transferred to Yue, etc.), but Apple is becoming more and more dependent on domestic suppliers.
is because the domestic manufacturing level is constantly improving, and on the other hand, even if the assembly base is transferred, there are no suppliers that meet the requirements in Vietnam and India.
Apple dependence is time to leave
October 4th news, recently Apple released the latest version of the top 200 supply chain list for the 2021 fiscal year, of which more than 50 suppliers in mainland China have become Apple's largest supply area.
Apple cannot do without Chinese manufacturing for the time being, but it is time for Chinese manufacturing to start leaving "Apple", especially those companies suffering from "Apple dependence".
Many domestic companies dream of entering the "fruit chain". Indeed, this is a very attractive fruit that can bring an opportunity to an ordinary company to soar. But at the same time, this is also a toxic fruit, because it will make companies entering the fruit chain over-rely rely on apples and suffer from "apple dependence". Once they lose the support of apples, they will collapse immediately.
Ofilune is a typical example. CCTV has also called on domestic manufacturing companies not to suffer from "Apple dependence". For a company, whether it depends too much on a customer or too much on a supplier, it is a very dangerous thing. For example, Apple is constantly adjusting its supply chain and intends to form a variety of choices to force supply chain companies to compete in order to seek maximum benefits.
In this context, domestic companies should be more wary of "Apple dependence". After all, when Apple wants to abandon you, they will not show mercy, and even say hello.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-