US media reported that the United States said that "linking to China" to solve the pressure on China's industrial chain , the Apple industrial chain company plans to move out of China and actively seek to produce Apple products in other regions of Southeast Asia. In particular, India has made great efforts to claim that India will become the "next China".
According to the Russian Satellite News Agency, Apple has now taken measures to adjust its industrial chain. The production lines of some products have been moved from China to India and have been discussed with the Indian level, but there has been no agreement between them at present.
combined with the analysis of the current situation, iPhone often needs to further migrate the speed of the production chain, which generally includes two reasons: considerations on its self-development and the impact of the United States.
First of all, China's economy is developing and labor costs are also slowly rising. In such an environment, India and other Southeast Asian countries with relatively rich human resources naturally entered Apple's product vision.
From an economic perspective, Apple's consideration is actually the result of its pursuit of reducing costs and premium .
In addition, from the perspective of the long-term development of the iPhone itself, actually finding the production chain to be distributed in more countries and regions can also greatly ensure its overall interests.
In fact, India's current national conditions are very similar to those in the past. It not only has a huge population base, but also actively attracts foreign investment to carry out construction planning. This has prompted India's economic development in recent years, and India's GDP has surpassed the UK and became the fifth largest economy in the world.
also made the Indian media believe that India also has a level that surpasses China.
Of course, India is still a little arrogant and arrogant when it comes to thinking so. Although India has been actively developing the processing and manufacturing industry for so many years, it is obvious that it is still insufficient in terms of capabilities in comparison with China. Although the reason why the United States chose Southeast Asia is that these regions have cheap labor and sufficient human resources, there are still obvious differences from China in terms of technology and operating scale.
Because that was the first time that iPhone had launched a new model to India, the previous factories in India had only received orders for the old iPhone models.
Indian media Business Standards believes that India will show its capabilities and potential in more fields, and even become the "next China". But some of their descriptions are still a bit confusing. Looking for the so-called recognition of Apple ?
is based on the investment and construction of iPhone14 this time. Although this is also the first time Apple has allowed new models to be produced in Indian factories, smartphones are a small part of high-end manufacturing. However, India is not actually responsible for handling the production of key components such as chip , lenses, and running memory. To put it bluntly, it is an assembly factory. The same thing will be done by many countries such as Vietnam, and even China is currently the key origin of some parts of Apple phones.
Although Indian labor force is indeed very cheap, its labor literacy is generally not very high, and its enthusiasm in work is far less than that of Chinese labor. In the same OEM factory, Indian human capital will take several times more time to complete it with Chinese labor. This was long ago, and I was deeply touched by Foxconn , which built a mobile phone factory in India.
The advantages of labor cost promote the transfer of more labor-intensive foreign-funded downstream companies to Vietnam. At the same time, in the process of promoting the upgrading of the industrial structure in China, it is an inevitable conclusion to eliminate some heavy pollution, profit, and relatively mid- and low-end industries. Referring to the history of industrialization and the migration process of global industrial chains, it is beyond refutation for iPhone to migrate some product production lines out of China.
And Apple suddenly moved to production, it must have made careful considerations, and there should be a prepared plan. The United States induces industry leaders such as TSMC to invest and set up factories in the United States, and wins over semiconductor technical talents everywhere, in order to grasp the voice of the semiconductor materials industry, and the next thing that makes a profit from this is the United States' own company.
As CEO of marketing, Cook He is very clear about the importance of reducing costs, in order to increase the benefits of goods and reduce dependence on the domestic market. Cook has been relocating his production lines and moving OEM companies to Southeast Asian markets such as India and Vietnam. With the advantages of local cheap labor, Apple's revenue can be further increased.
Currently, my country's mobile phone market is close to saturation. Mobile phone manufacturers such as Huawei , Xiaomi mobile phone , OPPO are more powerful. They not only occupy the domestic market, but also have a very good market share in the global market. Competitors have increased and their market saturation have caused the overall mobile phone market to show a downward trend. Apple's product development potential is no longer as good as in previous years.
When facing these problems, Huawei is taking out its own technical methods to face the problems that have occurred. For example, the Hongmeng operating system and its own semiconductor chip technology have filled their shortcomings.
Although Huawei was affected at the beginning, the impact was corresponding to the current market situation, so voices supporting Huawei have begun to break out.
Because from a practical perspective, it is better to say that the United States is not so much a foundation in pursuing "clearity", it is better to say that it is an inevitable situation brought about by the game of the industrial chain.
First, Apple's new product demand has been affected by the downward trend of global economy , and the initial concept of production target spacing has long declined significantly.
Second, the adjustment of the industrial chain is not a one-day effort. This can be seen from the time it took to start a factory in Samsung in Vietnam. The complexity of the mobile phone supply chain is even more Samsung, so the adjustment process is originally a process of game.
Next, whether the iPhone's adjustment of the industrial chain will be successful, and will ultimately depend on India and Vietnam, whether it can demonstrate its production and manufacturing strength that meets the high standards and strict requirements of iPhones.
Therefore, even if Apple has such a globalization strategy, its huge upstream and downstream will not be carried out for a while. There is no need to worry that the iPhone will not easily give up the Chinese market and Chinese production and manufacturing. Even if it transfers supply chain management, it is estimated that it can only transfer 20% of China's current production capacity to India. This will give local OEM companies plenty of time to grow.
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