In the smartphone market, Apple can be called a "god" general existence, especially in the high-end mobile phone market of more than 5000 yuan, Apple occupies almost 80% of the market share, only relying on the smooth iOS system and the strong A series of chips will be pressed by domestic mobile phone manufacturers for more than ten years, it can be said that there is no solution!But since the birth of Huawei's Kirin core, Apple's position has begun to be unsafeAt its peak, Huawei and Honor directly occupied nearly 56% of the domestic market, constantly squeezing Apple's living space in the domestic market, and even Apple had to avoid its edge by reducing production capacity!
From the entity list to the chip rules to the tripartite agreement, this series of suppression directly hurt Huawei's vitality, not only fell into a situation where no cores were available for up to three years, but also 5G business was hindered by layers, which can be said to be shocking!And after Huawei's fall, Apple became the biggest winner, and its share of the domestic market also soared from 8% to 20%, once again regaining the top spot in the mobile phone list!
Apple shifted production capacity in an attempt to withdraw from the Chinese market
However, the "all-you-can-eat" apple did not choose to continue to stumble on the domestic market, but announced that it would transfer production capacity to Southeast Asia, and also kicked 47 domestic manufacturers out of the "fruit chain", Cook's purpose is very simple, one is to reduce the risk of being sanctioned by us and reduce the dependence on the domestic ** chain, and the other is to take a fancy to India's huge consumer market and young consumption power, to save costs. With the start of Apple's production capacity relocation plan, Foxconn and other "royal foundries" are also actively cooperating with the choice to build factories in India, but what Cook never dreamed of is that the capacity relocation has not yet been fully completed, and the "sanctions" are coming so soon!
The iPhone 15 series has a good reputation, and sales are declining
The first is the quality control of the iPhone 15 series, as we all know, nearly 7% of the orders for this year's iPhone 15 series are assembled in Indian factoriesHowever, judging from the current domestic consumer evaluation, iPhone15There are quality problems such as paint loss, lens dust and raw edges, and it can be said that word of mouth almost pulled the crotch!In this regard, Cook said that this batch of Apple mobile phones was not made in the Indian factory, and directly threw the "black pot" to Foxconn and other mainland factories, obviously this is not to let his plan to open up the Indian market be criticized!
What makes Cook even more uncomfortable is that at the end of August this year, Huawei suddenly launched the Mate60 series mobile phone, because of the return of the Kirin core, this mobile phone is also a hot sell, and the current sales have exceeded 2.5 million units!And by the impact of the Huawei Mate60 series,Apple's iPhone 15 series sales are also far less than expected, compared with the iPhone 14 launch data, it fell directly by more than 5%, the first time in the domestic market cold!
The domestic first-chain manufacturers have upgraded their industries and gotten rid of "Apple dependence".
In addition, Huawei's strong return not only has a huge impact on Apple in the high-end mobile phone market, but also drives the acceleration of the upgrade of the domestic ** chain, according to ** report, previously kicked out of the fruit chain by Apple several times facing bankruptcy of OFILM, Goertek Acoustics and other domestic ** manufacturers have got orders from Huawei, and have begun to build factories to expand production to accelerate upgrades, which can be said to have ushered in the "second spring"!
Not only that, since the cooperation between Cialis and Huawei to build cars, the industry has also been upgraded, the automation of the production line has been directly full, and even the salaries and benefits of employees have risenThis means that domestic first-class chain manufacturers have almost gotten rid of their dependence on Apple's orders, and it can also be said that Apple's production capacity relocation has accelerated the industrial upgrading of the domestic first-class chain!
As the so-called lifting a stone to shoot himself in the foot, Cook thought that moving production capacity to India would be able to get rid of dependence on the Chinese market, but it forgot that the current Indian ** chain and the comprehensive quality of employees cannot be compared with the mainland at all, so in this plan, Apple is completely "bet to lose"!In fact, Cook also understands that this move is difficult to succeed, so he is still constantly inviting China's top manufacturers to join the fruit chain, and the high-end production capacity is still placed in the mainland factory.
According to statistics, the proportion of domestic first-class merchants in the fruit chain is still as high as 48%, which shows that Apple is inseparable from the Chinese market and China's first-class chain, because once there is a comprehensive "decoupling", then the "trillion empire" it has established will collapse overnight!If you approve it, please like it!