Apple officially announced its withdrawal from the Chinese market, and Cook's decision has attracted the most attention.
During his visits to China in March and October this year, Cook repeatedly said that the Chinese market is very important and that Apple is indeed inseparable from China, and not long ago, Cook donated 25 million euros to rural China. But in fact, Cook did not stop withdrawing from the Chinese market behind the scenes, he continued to transfer production capacity to India, Vietnam and other places, and also drove a large number of Chinese ** merchants out of the Apple ** chain.
Some time ago, a dismantling agency dismantled the iPhone15 and released the relevant data, judging from the published data, the proportion of China's ** chain in the iPhone15 dropped to 2%, compared with the iPhone13 period of 45 percent, down more than half. No wonder foreign media said: Cook is really only"Old fox"。
Exit the Chinese market!
Judging from the situation of Apple's ** chain, the number of Chinese ** merchants accounts for almost half of the Apple ** chain, although Apple promises to bring Chinese manufacturers"Kick out"Apple chain, but the number of Chinese merchants in the apple chain has always been quite large. Because of this, many people think that it is impossible for Apple to give up the Chinese ** chain.
However, if from the perspective of cost proportion, the parts provided by China's leading manufacturers only account for 2% of the cost of iPhone15 mobile phones, and most of them are not high-tech parts, such as photography, audio and other parts. In addition, the proportion of Chinese businessmen is also declining, unlike the United States, South Korea and Taiwan Province of China.
From this set of data, it is not difficult to see that Apple's value in the ** chain is gradually valued by the United States and South Korea, not to mention the American companies that profit more in the industrial chain. This behavior is undoubtedly in line with the decoupling strategy of China and the United States, indicating that Apple is gradually withdrawing from the Chinese market.
In fact, in addition to reducing the proportion of China's first-chain costs in Apple's production, Apple is also trying to transfer production capacity to India, Vietnam and other Southeast Asian countries. Not long ago, Apple introduced Foxconn, Wistron and other foundries into India to build factories, iPhone15 is partly produced in India, Apple also plans to put 25% of its production capacity in India by 2025, and transfer 60% of its production capacity to India by 2027.
Although there are still many problems in India's production, such as the low quality of labor, imperfect infrastructure, unstable water and electricity, etc. But Apple seems to have made up its mind to transfer production capacity to India, and even if the iPhone 15 produced in India was exposed to a pass rate of less than 50%, Apple has not changed its mind about building a factory in India.
Foreign media: Cook is really an old fox.
Cook is undoubtedly a successful businessman, but when it comes to branding and industry chain building, Jobs is far worse than Cook. This is one of the main reasons why Apple has reached its peak in Cook's hands. Cook wants to transfer the first-class value industrial chain to the United States and transfer production capacity to India, and the United States and India are undoubtedly very happy.
Apple's transfer of the first-value industrial chain back to the United States not only realizes the intention of the United States to distance itself from relations with China, but also helps the United States to return to the United States for the manufacturing industry, which can allow the United States to take more care of Apple and avoid the influence of China on the first-class chain.
Apple's transfer of production capacity to India is undoubtedly in line with its plan to develop production in India, which can not only obtain many preferential policies, but also reduce costs with the help of India's extremely low labor force**.
What's more, since Huawei was added to the U.S. entity list, Apple has been worried that the Chinese market, like Huawei, will face a ban on sales in the Chinese market. Therefore, Apple's production capacity and chain transfer can undoubtedly allow it to reduce the risk of being banned by China, and at the same time, it can also avoid Huawei-style sanctions.
It can be said that the transfer of Apple's ** chain and production capacity, in Cook's view, is very beneficial to Apple's development, and from Apple's point of view, it is true, especially Apple's ability to continue to keep up with China"Fruit powder"The situation is even more so.
While Apple's withdrawal from the Chinese market has caused some consumer dissatisfaction, Cook is here"Put on a show"When it was still good, many visits to China have said that the Chinese market is a very important move, so that Apple has won the recognition of many consumers, coupled with a large number of Apple fans familiar with Apple and ecological dependence, it is difficult for Apple to make a difference in the Chinese market in the short term. Sales in the Chinese market have declined sharply.
What is clear, though, is that Huawei's strong comeback has left reality unfolding as Apple wants. Huawei's order has brought opportunities for rapid development to some Chinese manufacturers on the chain, and even OFILM, which was on the verge of bankruptcy due to its exclusion from the Apple chain, has redeveloped and even started large-scale recruitment and production.
There is no doubt that Huawei's strong comeback has had a serious impact on Apple in many ways, and after solving the chip problem, it is not difficult for Huawei to repeat the situation of accounting for 56% of the domestic market in 2019, and it is not impossible for Apple to be so arrogant before that.