Apple's withdrawal from China?What's going on behind Cook's trip to China?
In recent years, after the United States frequently changed the chip rules, Huawei's ** chain was cut off, Huawei's 5G business and mobile phone business have been damaged to a great extent, 5G business has received a ban from many countries, such as the United Kingdom, Germany, etc. even began to replace Huawei's 5G equipment, the mobile phone business is no longer the world's second largest mobile phone manufacturer, succumbing to Apple, as the so-called Huawei has fallen, Apple is full.
After Apple ate Huawei's market share, the Chinese market rose from 8% in the downturn to 15% of the market share, regaining the first position in the Chinese market, on the other hand, Huawei's market share was only 4%, and the overall revenue last year was only maintained at about 600 billion, and the peak in 2019 was more than 880 billion, a difference of about 280 billion.
I have to say that the United States sanctioned Huawei, making Apple the biggest winner, but after losing Huawei, the biggest competitor, Apple began to become arrogant, monopolistic, and even endangered the interests of consumers, and there was no innovation in iPhone products"Squeeze the toothpaste"It's just a matter of time, various"Applegate"Incidents occur frequently. "Applegate"Incidents are frequent, related to Apple's high taxes and fees, not shipping chargers, etc., Cook is environmentalist with a mouth, and his mind is full of business experience.
At the same time, Apple is doing everything possible to get out of the Chinese ** chain and transfer to India, Vietnam and other places, which is completely contrary to the fact that Apple began to put the assembly business in China, and later China's production technology was strong, and the entire production chain was transferred to China.
According to the analysis of professionals, Apple moved the first chain out of China in order to ensure the high profits of Apple products, cheap labor and rich labor resources in India, Vietnam and other places, to ensure that Apple's high profits of 85%, the improvement of China's scientific and technological level, the increase in labor, water and electricity and other costs, has been unable to maximize Apple's profits.
In addition, Xiaomi, OPPO and vivo all have high-end smartphones, and everyone competes for the market share of high-end smartphones without a leader, which brings a great sense of oppression to Apple, and it has done very well in the domestic mobile phone markets such as India and Vietnam, which is also an indispensable factor for Apple to provide the Chinese market to withdraw from the industrial chain. Another important reason is that Apple is worried about the increasing sanctions imposed by the United States on Chinese companies, which may lead to the chaotic loss of the Chinese market.
Entering 2023, the Chinese market has begun to recover, and many technology companies have changed their faces, such as Ammons of Qualcomm, Wen Ningke, CEO of ASML, Lee Jae-yong of Samsung, and Tim Cook, CEO of Apple. Come to China in person to do it"Day trips"Apple Cook also secretly went to Apple's offline retail store in Sanlitun, Beijing, to check in, which made the outside world feel that Apple is increasing its development of the Chinese market, but the actual situation backfired.
After Biden returned home, he summoned Apple CEO Tim Cook to China"Day trips", which is equivalent to a complete change of face. Everyone understands that the most important reason why the United States summoned Cook may be that Apple's ** chain is leaving China, and the most hope is to return to the United States, which can not only revitalize the development of the local manufacturing industry, but also bring a large number of jobs to the local area and create huge tax revenues.
As an entrepreneur Cook, it should be completely impossible for Apple to move all production plants to the United States, after all, it is a recognized fact that prices in the United States are 50% higher, and it is entirely possible to move the ** chain to Southeast Asia.
It is reported that Apple's contribution to India's smartphone shipments has reached a quarter, and Apple's manufacturing shipments in India have also increased by nearly 66% over the previous year, and revenue has increased by more than 160%.
It is worth noting that during Cook's visit to China, it was reported that Pegatron, one of the iPhone foundries, will officially open a second factory in India, after Foxconn's series of factories in India also showed that Apple's retreat trend was unstoppable.
But again, whether Apple leaves China or not is not our final say, but whether it affects our bottom line, just like Micron, how to make Chinese companies especially take the bait, and if they want to stay in the Chinese market, they must be quickened. Do you agree with this point of view?If you agree, wave your little hands and get rich, give it a thumbs up, and listen up.