As the world's largest technology giant by market capitalization,ApplesIt has been attracting attention for a long time. In recent years,ApplesofChainThe issue of emigration has become a hot topic, especiallyFoxconnThe massive expansion and hiring in India includes plans to move production capacity out of China and abandon 320,000 employees while building another one in IndiaApplesMobile phone production base. ExceptFoxconnOutside,Pegatronalso became another prominentOEMEnterprise. For more than twenty years,PegatronWith policy dividends and cheap labor, it has grown in Shanghai and become the fifth largest notebook in the worldOEMEnterprise. Recently, howeverPegatronSuddenly, it was announced that the production line would be shut down and the transfer to overseas began, and all 100,000 employees were abandoned.
Regarding the reason for Pegatron's shutdown of the production line, the official did not give a positive response. But looking at the current context, we can draw some conclusions. First of all,FoxconnPegatronAnd Wistron isApplesof the Big ThreeOEMbusiness, whilePegatronIt is a subsidiary of Pegatron and is equally dependentApplesof orders. However, affected by the downward trend in the consumer electronics industryApplesLife has also become difficult. According to data released by IDC, global smartphone shipments fell by 19% in 2022, whileApplesShipments were down 15 percent. At the same time,HuaweiWith the innovative features of the flagship Mate60Pro and the breakthrough of satellite** capabilities, it has regained its life and begun to regain the market share it once lost. Some speculate in 2024HuaweiIt is expected to regain the position of No. 1 in domestic shipments. In response to this competitive situation,ApplesIt has to accelerate the layout of overseas markets, and relocation may become a breakthrough for its business growth.
Second, the U.S. "decoupling" plan is also heating up, making the "honeymoon period" between China and the United States gradually come to an end. In order to win the strategic competition,ApplesAccelerate the transfer to India, Vietnam and other markets, and transfer dozens of Chinese companies fromChainPegatronof orders also fell sharply. The outside world speculates,ApplesThe goal is to put India's production capacity on a par with the Chinese market. In this case,Foxconnhas stated that it will not move out of China completely, butPegatronWant to get fromFoxconnThe difficulty of predatory food can be imagined. In addition, Shanghai, as a place where every inch of land is valuable, has very high labor costsApplesGoing to India can also save a lot of costs.
Applesand itsChainThe move of companies from China to India has raised concernsManufacturing in Chinaof concerns. But either wayApplesVoluntary evacuation or US suppressionManufacturing in China, low endIndustrial chainIterative updates are an inevitable stage of historical development. From the United States to Europe, from Europe to Japan and South Korea, from Japan and South Korea to Taiwan and the mainland, and now it has begun to shift to India, and the low-end manufacturing industry has gradually changedEconomyDeveloped regionsEconomyBackward areas are transferred. Therefore, instead of sticking to these manufacturing companies, we should speed upIndustrial chainand cultivating local brands.
On the one hand, we should pushIndustrial chainupgrades. For example, after new energy has become the tuyere of the times, intelligent cockpits, electronic products and electronic products can be developedLidarand other auto partsIndustrial chain, substitutionApplesTeslaand other brands. On the other hand, we should also cultivate local brands, egHuaweiThe return of the mobile phone business will promote the development of industries such as Goertek and OFILM, thereby driving the employment of tens of thousands of people and feeding tens of thousands of families.
Therefore,Applesand itsChainThe transfer of companies from China to India does not meanManufacturing in Chinaof the end of the world, ratherIndustrial chainThe inflection point of upgrading and domestic substitution. We should be speeding up the situationIndustrial chainAt the same time, we will fully develop local brands to meet challenges and opportunities.
Looking back at the above,Applesand itsChainThe transfer of business from China to India, yesChainPart of the adjustment, but also globallyEconomyA reflection of the environment and the competitive landscape. Although this dynamic pairsManufacturing in Chinahas caused a certain impact, but it also reminds us to be awareIndustrial chainUpgrading and local brand cultivation are the future development directions.
In the newEconomyUnder the pattern, we should assess the situation, accelerate transformation and upgrading, seize new opportunities, and promote technological innovation and brand building. Only in this way can we be globalEconomyBased on development, maintain a competitive advantage. Either wayApplesRelocation or the adjustment of other enterprises is a turning point of an era for us, and we must be prepared and actively respond to challenges in order to stand out in the new competitive environment.
Manufacturing in ChinaIt shouldn't just rely on the low endIndustrial chain, but to actively exploreHigh added valuetechnology and products to enhance the core competitiveness of enterprises. At the same time, we should also increase support to provide enterprises with more innovation and entrepreneurship opportunities and policy supportEconomyDevelopment injects new vitality.
In short,ApplesChainThe readjustment has sparked a lot of thought and discussion. In the face of this change, we need to maintain an open posture and accelerate at the same timeIndustrial chainof upgrading and nurturing local brands to adapt to the newEconomySituation. Only through continuous innovation and competitiveness can be enhancedManufacturing in Chinain order to be invincible on the global stage.