Apple achieves "de-centralization"!Continental parts fell to 2, and foreign media said that it had lost its value
Among the technology companies with the highest market capitalization, Apple's ability to attract money is undoubted, and whoever can become Apple's top businessman can not only get a steady stream of orders, but also its market value is extremely favorable. In the past decade, with the support of demographics, political dividends and a strong middle class, China has not only been Apple's largest production base, but also Apple's largest overseas consumer market.
However, over the years, Apple has been actively promoting the ** chain"De-sinicization", seems to have done well with the Chinese market"Decoupling"such as transferring production capacity to India, Vietnam and other countries, separating mainland enterprises from the ** chain, and so on. There are a lot of trends behind this, including factors such as market environment, labor, etc.
First of all, in recent years, Chinese mobile phone brands are suffering from the impact of the high-end consumer market, and their products are using Apple as the standard to catch up with Apple. Apple is not short of competitiveness, what is lacking is cost performance. Therefore, in order to reduce costs, Apple has transferred the ** chain to India, where labor is cheaper, on the one hand, and on the other hand, it is looking for other enterprises with the same OEM capabilities to reduce production costs through ** chain competition.
Secondly, India has become the largest country in the world, and its economy is growing year by year, and in the consumer electronics market, India can even achieve it"Bucking the trend"It is not difficult to see from Xiaomi, OPPO and Honor's return to the Indian market that India has become a must for mobile phone manufacturers, while iOS is still smaller than zero in the Android field in India, and there is huge room for development. Modi is also a push"Made in India"Apple has been eyeing it for a long time, and for other manufacturers, Apple has more competitive advantages in the Indian market, and it will also be able to gain more markets and profits in the future.
In addition, the increasingly fierce competition between China and the United States in science and technology, and the U.S. technology blockade and tariffs on China have made Apple begin to diversify its industrial chain to avoid the impact of technological wars on Apple's business. Of course, this move also has another meaning, when many of the main components of the Huawei Mate60 series have been replaced by domestic production in the United States, Apple will remove the ** chain of mainland enterprises and transfer them to other countries, in fact, it is not to the mainland industry and resources"Feed back"to"Make money!"to"Make money!"In the name of stopping the development and sustainable investment of China's industrial chain.
However, this trend seems to be moving faster than we thought!According to reports, Apple"Made in India"The iPhone15 series accounted for 52%, and the mainland's ** chain manufacturers also increased from 601% down to 263%。In terms of parts, according to the teardown report released by FomalhautTechnosolutions, the proportion of parts from mainland manufacturers of the iPhone 15 series has dropped to about 2%, which means that Apple has succeeded"De-sinicization"。In order to exaggerate the decline of China's related industries, foreign media also sneered: The mainland market has lost its use value!
It is worth noting that although Apple has been promoting the transfer of the ** chain to overseas for many years, China is still a market that Apple cannot do without, in the second quarter of this year, iPhone shipments were 43.1 million units, and China surpassed the United States for the first time to become the single market with the largest iPhone shipments. Some time ago, Cook visited China again, not only to visit the mainland foundry giant Lucent Precision, but also emphasized that he hopes to achieve a win-win situation with the domestic ** chain, which shows that China's ** chain enterprises still have a certain value and influence in Apple's future development.
However, like the mainland ** chain enterprises, Apple is committed to achieving a win-win situation with China's ** chain, mainly thanks to the strong support of domestic consumers"Gold content", such as screen quality, sensor processing capabilities, R&D and chip manufacturing capabilities, etc., as long as the basic technology is mastered, in order to grasp the initiative of development in the increasingly fierce market competition!