Apple's "de-sinicization" was successful!Mainland parts account for only 2 percent, and foreign media have lost their value
When Steve Jobs was ready to launch the iPhone, the first supporting foundry was Motorola in the United States. But when Motorola is not ready to make a product, it is finalized, and it has always been extremely picky about the product"Joe's Gang Leader"Jobs was so angry that he threw the prototype into a corner. So, he found Foxconn's Terry Gou through an intermediary. In this way, Foxconn became Apple's"Royal"Foundry, Foxconn established a Taiwan system in Chinese mainland, as well as China's upstream and downstream manufacturers, thus entering Apple's ** system.
A few years later, Cook came to power and became the head of Apple, and began to further dilute Apple's first-chain orders, including Wistron, Pegatron, Luxshare and other foundries to occupy a larger share, so that more mainland manufacturers also took advantage of this shareholder wind to join the ranks of Apple's first-class businessmen.
It was the Chinese ** businessmen who entered"Fruit chain"At its peak, domestic merchants accounted for 49% of the number of Apple merchants. So much so that many people say"Apple is extremely dependent on Chinese companies"。
But with the increase in domestic labor costs, as well as Apple's so-called"De-risking"、"De-sinicization"Apple has begun to squeeze many Chinese companies out of the fruit chain, while continuing to squeeze Foxconn and other foundries in India's counterbalance!And continue to increase support for local businesses in India and Vietnam.
Some time ago, Japan's "Sankei Shimbun" on the basis of cooperation with the dismantling agency, the iPhone15Promax in various countries and regions in the cost ratio of the first part of the first year to calculate, the final accounting results are as follows: from the United States of the first business parts accounted for about 33%;This is followed by Korean parts, accounting for about 29%;Japan ranked third with 10% of the total number of partsThe proportion of parts** from Chinese mainland and Taiwan increased to 9%. In contrast, the proportion of parts from Chinese mainland fell to 2%.
It should be said that in Apple"De-sinicization"In the context of the Apple phone"Made in China"It is declining year by year at a rate that is visible to the naked eye. There was even a foreign ** saying that for Apple, the ** merchants in Chinese mainland have lost their value.
Apple bets on India, accelerates"De-sinicization"。
In recent years, Apple has actively promoted the diversification of the ** chain, striving to reduce its dependence on Chinese mainland manufacturers. At the behest of Apple, Taiwan-funded companies such as Foxconn and Pegatron have invested in India, and it is rumored that Chinese mainland's Luxshare will also build factories in India. In addition to assembly and OEM, Apple is also promoting the transfer of Chinese and foreign factories to India to achieve industrial agglomeration in India as soon as possible"Fruit chain"。
According to Apple, at the moment when the Chinese mainland smartphone market is saturated, the Indian market has become the world's fastest-growing single market, and the olive branch that India threw to Apple is to hope that Apple will transfer its production base to India. This has left Apple begging to gain more market share and profits by establishing a production base in India.
At the same time, Apple has also driven some Chinese ** merchants out of the fruit industry chain, such as OFILM, which once provided camera modules for Apple's iPhone and iPad, but when Apple removed OFILM from the ranks of ** merchants without notice in 2021, OFILM's stock price ** after losing major customers, and its annual revenue also fell by 5275%, direct losses up to 262.5 billion yuan.
It is worth noting that according to the results of the last teardown, the parts provided by Chinese mainland manufacturers accounted for only 2% of the total value of Apple devices. And whereas"Fruit chain"There are more than 40 manufacturers from Chinese mainland, accounting for nearly 30% of the total number of Apple merchants. It can be seen that more than 40 Chinese mainland manufacturers are only picking up Apple's 2% hardware profits, and the workers of China's Foxconn and the ** merchants in Chinese mainland are only making some hard money in Apple's division of labor system. And now, Apple doesn't want mainland companies to make hard money.
This year, Apple announced a list of annual ** merchants on its official **, which shows that in the 2022 fiscal year, Chinese mainland"Fruit chain"Manufacturers will start from 2020"5 to 8 homes"11 to 6 homes", 2021"Seven to six"。, by 2021'Seven out to eight out', and then to fiscal year 2022'Five out to eight out'Apple's obvious rhythm will make more and more mainland companies be kicked out of the system.
Foreign media said that perhaps, mainland ** merchants have lost their value to Apple.
Domestic"Fruit chain"The manufacturer is also there"Get rid of apples"。
Apple is pushing hard"De-sinicization"Many domestic businessmen are also trying to get rid of their heavy dependence on Apple. You know, in the past ten years, Apple's market capitalization has grown from $376.4 billion in 2012 to $2 today$13 trillion, becoming the world's most valuable company, and its share price has also increased by 95129%。In the capital markets of Apple"Soaring"At the same time, it is also entering a number of fruit industry chains.
While the number of Apple merchants is increasing, it has also led to an over-dependence on Apple. The consequence of over-reliance on Apple is that once the first business encounters Apple's order reduction or industrial chain transfer, it will suffer a devastating blow. For example, as we mentioned earlier, it is precisely because of its over-reliance on Apple that Apple cuts orders and profits decline rapidly.
In view of OFILM's previous experience, as well as in recent years"Fruit chain enterprises"The decline in gross profit, in order to obtain greater profit margins and long-term development, fruit chain enterprises if only indulge in"Fruit chains"The comfort zone can only be boiled frogs in warm water. Now, many fruit chain enterprises have begun to take action, and the biggest direction of their self-help is to seek enterprise transformation.
For example, Goertek reached a cooperation with Midea in 2012, mainly engaged in VR hardware, game consoles and other smart hardware business, so the proportion of Apple's business has dropped significantly, so even this year Apple was"Eviction"Relying on the revenue of the intelligent hardware business, Goertek's life is still enjoyable.
In addition, domestic mobile phones represented by Huawei have also given these fruit chains more business opportunities. It is also a high-end mobile phone, and the order profit of Huawei Mate60 is not inferior to Apple, and now Huawei Mate60 series mobile phones have absorbed a lot of the past"Fruit chain"Manufacturers, it is worth mentioning that OFILM, which was thrown by the fruit chain in the past, started its own secondary development on the camera module of Huawei Mate60 series!Spring.
And Apple's short-term bet on India obviously did not achieve the effect that Cook expected. For Cook, the importance of the Chinese market is of course still obvious, and in order to further stabilize and mitigate the impact of the Chinese market, Cook visited China again some time ago. However, regarding the wishful thinking of Cook's trip, it also depends on Apple's sincerity, if Apple is there"De-sinicization"On the road, we still can't slow down and make money while smashing the pot, and Apple's market share in China may have further losses.