Cook promised to turn into a joke, Apple accelerated its move to India, and domestic iPhone production was reduced.
Some time ago, some industry experts revealed that Apple is rapidly withdrawing from China and accelerating the transfer to the Indian ** chain. It is reported that India's iPhone production accounts for 12%-14% this year, and it is expected to reach 20%-25% by 2024.
At the same time, China's ** chain is suffering a heavy blow, and many foundries such as Foxconn have been forced to reduce production capacity by 30% to 85%, which is comparable to the situation"Wave of layoffs""Wave of bankruptcies"。Industry veterans pointed out that the main reason for this situation is the expansion of the Indian market, which has increased the degree of localization, which can meet nearly half of Apple's production needs.
On the other hand, the Chinese market is saturated and the growth momentum is insufficient. In its quest for greater profits, Apple has chosen to take the risk, namely the UCLA China ** chain.
This is undoubtedly for"Made in China 2025"The program contributed. In the context of Apple's withdrawal from the ** chain, the development prospects of China's manufacturing industry are worrying.
In the context of Apple's large-scale factory relocation, China's foundry enterprises are facing a severe test. Among them, Foxconn and Apple's other major partners** are in a more difficult situation. According to statistics, in the first half of this year, Foxconn reduced production by more than 30%, a record low.
Industry insiders believe that this is mainly due to the rise of India's local smartphone manufacturing industry, which has ended the export of mobile phones from China to India"A dragon"。The Indian market starts from 1 per year800 million units fell to 2.19 million units this year, quickly occupied by local brands. In the process, Foxconn and other Chinese companies have become the biggest victims.
Some experts pointed out that if Foxconn cannot improve its independent innovation capabilities, its position in the global chain will continue to decline. This situation also gives"Made in China 2025"It brought a lot of pressure.
Apple's decision to accelerate its exit from the Chinese chain is a warning sign.
China's manufacturing industry is facing a new round of recession. While China is still the world's leading manufacturing powerhouse, this advantage is being quickly reclaimed by emerging markets.
In the case of Apple, the Chinese market is no longer able to meet its ambitions for higher profits. India and other emerging countries have replaced China as Apple's most important growth engine with their demographic dividend and market potential.
If China's manufacturing industry continues to operate conservatively and there is no revolutionary innovation, it is likely to be gradually replaced"Made in India"replaced. To avoid this situation, China must take the initiative to embrace change, deepen supply-side reforms, and get rid of the old path of low-cost processing, so as to be at the forefront of the new round of global economic adjustment.
It seems inevitable that Apple's accelerated exit from China will be accelerated.
This has sounded the alarm for China's manufacturing industry, and also tested our determination to transform and upgrade.