As the largest Apple foundry in China, Pegatron Technology emerged in the prosperous era of China's manufacturing industry in the 90s of the last century. With a considerable investment scale and a large number of employees, Pegatron has become one of the most important foundries in Shanghai. At the same time, Pegatron is also an indispensable link in Apple's ** chain, undertaking the assembly task of Apple mobile phones and laptops.
However, Apple's "honeymoon period" with China has come to an end, and as the U.S. decoupling plan intensifies, Pegatron and more than 30 other foundries have been kicked out of the chain by Apple. This means that orders have plummeted, factories are idle, and production has been severely affected. In order to avoid falling into a vicious circle, Pegatron had no choice but to follow Apple and move to Southeast Asian regions such as India and Vietnam.
Thanks to the unremitting efforts of the United States, the proportion of iPhone production capacity in India has reached 10% to 15%. It is expected that within five years, India will be on an equal footing with China in terms of iPhone production capacity.
Faced with Apple's decision to shift production capacity to India, Chinese foundries can only follow the trend and seek new opportunities in Southeast Asia. In the process, India became their preferred target. Although there are some challenges in India, such as labor problems such as "pig slaughter", the high reputation and gradually improving the ** chain system have attracted the attention of many foundries.
Vietnam, as another region that has attracted much attention, has also become one of the options for foundries to relocate. Vietnam** and other relevant departments have provided various preferential policies and convenient conditions for foreign-funded enterprises, which have attracted the attention of many multinational companies. Vietnam's share of the Apple chain is also increasing, making Vietnam a popular destination for foundries looking for new opportunities.
Although the withdrawal of foundries has brought a lot of impact to China's manufacturing industry, we must not fall into excessive pessimism. As the central media said, we need to abandon illusions, accelerate the upgrading of the industrial chain, and cultivate local enterprise giants in order to maintain competitiveness in the changing times.
Taking BYD as an example, it has not only successfully pushed China's fuel vehicles to the global market, but also replaced Apple's ** chain through auto parts and battery production, becoming one of the representatives of domestic technology giants. Similarly, Huawei, as a high-tech enterprise in China, has also driven the development of many Chinese foundries in the field of chip design, and has become an important driving force for China's manufacturing industry to get out of the predicament.
Apple's transfer of production capacity to India is by no means the end of Made in China, but should become a new turning point in our industrial upgrading. In the face of challenges, we need to accelerate technological innovation, improve product quality and added value, and seek higher-end, high-value-added industrial development. Only through continuous innovation and technological upgrading can we maintain a leading position in the global manufacturing competition.
The closure and evacuation of foundries has undoubtedly sounded the alarm for China's manufacturing industry and triggered people's deep thinking about the path and way of development. However, we cannot dwell on the glories of the past, nor can we be bound by the predicament of the present.
In the context of a globalized economy, China, as the world's second largest economy, still has huge development potential and advantages. We need to adhere to the innovation-driven development strategy, strengthen the research and development and mastery of core technologies, and cultivate the innovation ability and international influence of local enterprises. Only in this way can we remain competitive in the global manufacturing industry and achieve the goal of high-quality development.
For individuals, in the face of such changes and challenges, we must also continue to learn and improve our skills to adapt to the development needs Xi of the times. Only by continuous progress and innovation can we find our own position and value in the future of China's manufacturing industry.
Therefore, for China's manufacturing industry, the withdrawal of foundries is only a period of change, not the end. We must have confidence and determination to actively respond to challenges, promote industrial upgrading, and build a globally competitive Made in China brand.