As the facade of domestic technology, , which started with communications, not only stood out in the 5G field, but even the "side business" of smartphones, Huawei has reached the top level. Its sales once surpassed , Apple , and showed its potential to become the world's largest mobile phone manufacturer two years ago.
However, due to the suppression of the United States, Huawei has fallen into a situation where no core is available, and its high-end mobile phone business has plummeted in just over a year. Because other competitors cannot effectively block Apple in the high-end market, most of the shares Huawei has vacated were taken into account by Apple.
According to public information, in 2021, Apple alone won nearly 65% of the domestic high-end mobile phone market, and its profit share reached more than 70%, which is more than twice the combined amount of other competitors. It can be said that it is the dominant one.
At the Apple's annual performance conference at the end of last year, Cook expressed his gratitude to the support of hundreds of millions of Apple fans in China, and claimed that on a global scale, the region where he was least worried about iPhone sales was the Chinese market.
However, while Apple has "making money" in the Chinese market in recent years, it has launched "de-Sinicization" with great fanfare, and has successively promoted eight imperial factories, including Foxconn and Wistron , in Southeast Asia, in an attempt to reduce its dependence on China's manufacturing industry.
You should know that Apple has been deeply engaged in the Chinese market for a long time. There are nearly 200 Chinese suppliers in the "fruit chain" and more than 5 million jobs covered. If Apple "leaves away", it is likely to cause a "mess of chaos".
is also why many netizens sneer at Apple's "de-Sinicization" behavior. But , Guo Taiming, , retorted: The Chinese market cannot be separated from Apple and Foxconn. They have given food to the mainland over the years.
But the facts are obviously not as Terry Gou said. Just recently, Apple announced a list of seven Chinese companies including Zhongke Sanhuan , Crystal Optoelectronics , Wingtech Technology , etc. have been invited to join the "Fruit Chain".
Everyone knows that the global competition in Apple's supply chain has always been fierce, and Cook's requirements for suppliers are extremely demanding. The fact that these seven Chinese companies can stand out is enough to show one problem, that is, their technology or accessories have reached the top level in the industry, and Apple cannot find a perfect replacement for the time being.
Today's Chinese market is no longer the same as before. What once attracted foreign capital was made in China. The cheap, quality and efficient large-scale labor can help them solve production capacity problems. But now it is "China Intelligent Manufacturing". Chinese companies are using cutting-edge technology to make these foreign capital inseparable. For example, many of the lens modules, NAND flash memory chips and other accessories used in iPhone 14 come from domestic manufacturers.
It is obvious that Apple's "de-Sinicization" plan has not been going smoothly and seems to be unable to hold on. The proportion of Chinese companies in the "fruit chain" has not decreased but increased instead of falling.
is completely predictable. With the continuous rise of China's technology, foreign-funded enterprises such as Apple will become increasingly inseparable from the Chinese market in core technologies and establishment.
However, we cannot relax our vigilance, and the lessons of the Ofilon incident are still vivid in our minds. Overilm , as one of Apple's main suppliers, was suddenly "abandoned" by Apple for well-known non-commercial reasons, which caused its net profit margin to plummet by more than 90% in just one month, almost going bankrupt.
It is not difficult to see from this that Apple orders are both honey and "arsenic". Especially in the environment where technological competition between China and the United States is heating up, although entering the fruit chain can enhance its own industry influence, if the business is too single and relies too much on Apple orders, once it is "stricken", it will be "destroyed".
Therefore, the central media should pay attention to the appeal. Our domestic companies should increase their self-development, carry out diversified layouts, and alleviate "Apple dependence". Only in this way can we be at ease in cooperation with foreign companies such as Apple and others, and avoid being "shop-to-store bullying customers".
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