Cook attaches great importance to the Chinese market, and Apple's "de-Chinaization" shows obvious signs, and the market is changing substantially
For the Chinese market, Apple CEO Tim Cook attaches great importance to it. At the earnings conference, Cook repeatedly expressed the importance of the Chinese market, and Cook's move further illustrates the importance he attaches to the Chinese market.
Recently, Cook visited China again, this is his second visit to China in 2023, at the China Development Forum held at the end of March this year, Cook appeared at the forum meeting, and said that he is very happy to be able to come to China in the 30th year of Apple's entry into China.
In this appearance, Cook came to Chengdu, first used iphone15promax to shoot the Anshun Covered Bridge in Chengdu at night, and then went to the Apple store in Taikou to watch passers-by play "Glory of Kings", and left a donation of 250,000 yuan before leaving.
It can be seen from Cook's actions that the Chinese market is extremely important to Apple, and the Chinese market has become a piece of cake that Apple must stabilize, and there can be no major changes.
On the one hand, Cook attaches great importance to the Chinese market, and Apple cannot afford to lose its market share in China, and on the other hand, Apple is in private"Not China"。
According to a report from Nikkei, Chinese mainland accounts for only 2% of the most **iPhone 15 ProMax parts**.
Nikkei Chinese also clearly pointed out that parts from the United States accounted for about 33%, ranking first, followed by South Korean parts accounting for about 29%, Japanese parts accounting for 10%, ranking third, Taiwan parts ** accounted for 9%, and Chinese mainland accounted for only 2%.
Prior to this, the iPhone 14 Chinese mainland accounted for 38%, iPhone13 accounted for 45%, and up to 4 for iPhone 127%。
The conclusion drawn from this data is very clear, that is, Apple's ** chain is really going to China.
In this process, many Chinese companies on the Apple ** chain were suddenly given up by Apple, and life was very difficult, such as Ou Feiguang was kicked out of the fruit industry chain by Apple, resulting in a blood loss of more than 2.6 billion yuan in 2021.
What is annoying is that Cook, who is keen to cash out in the Chinese market, not only de-sinicizes Apple's ** chain, but even wants to leave China for assembly and production, and there are fewer and fewer iPhones assembled in China.
According to a report, the proportion of iPhones assembled in China has dropped to 96% in 2022, but the proportion of iPhones assembled in China is still more than 98% in 2020, which means that the number of iPhones assembled in India continues to rise.
The proportion of iPhones assembled in India will exceed 7% this year.
According to Apple's plan, 25% of production will be transferred to India by 2025. The idea is that in the future, India can replace China as Apple's new production hub.
But if the factory was moved to China, Cook never expected the end result to be realistic, and India would not be able to replace China as Apple's production hub anytime soon.
Although India has become the world's most populous country, India's local industrial chain and population quality have very obvious shortcomings, resulting in local supply and yield rate can not satisfy Apple, because Apple's vision is zero defects.
To achieve the goal of zero defects, only Chinese factories and people are close to this goal, while Indian factories can only complete 50%, and the final result is that this year's iPhone 15 series has various quality control problems.
According to the online ** of mobile phone defects, the iPhone 15 series has many problems such as gray camera lens, screen misalignment, and green screen.
Some netizens believe that some of the first models of the iPhone 15 series were produced in India and sealed in boxes on the mainland, and so many defects are due to the relationship with Made in India.
For Apple rashly"De-sinicization"There will definitely be a price to pay, as evidenced by Apple's yield problem, and Apple's de-sinicization will only make domestic consumers more supportive of domestic brands.
Most of the components of Huawei Mate60Pro have been localized,Including chips、Screen、System, etc.,The localization rate has exceeded 90%,Just Xiaomi、Vivo and other companies have also officially announced the news of self-developed systems。
It is believed that with the continuous improvement of the localization rate of domestic brands, consumers' willingness to buy domestic brands will continue to strengthen, and at that time, Apple in the Chinese market may repeat the mistakes of Samsung.