The global technology giant Apple's ** chain adjustment has once again attracted people's attention. Foxconn's massive investment in India's production expansion and plans to move production capacity out of China has resulted in 320,000 employees being abandoned. At the same time, another OEM company, Pegatron, also announced the closure of its Shanghai factory and the transfer of business overseas. This series of changes has caused people to think and speculate.
And there are many possible reasons for this adjustment. First of all, Apple's life has become difficult. According to data released by IDC, global smartphone shipments have dropped sharply, while Apple's shipments have also decreased. At the same time, Huawei's Mate60Pro is very popular and has become a strong competitor in the market competition. Apple had to accelerate its layout in overseas markets and find new growth points.
Second, the relationship between the United States and China has also had an impact on the adjustment of the ** chain. The "decoupling" plan of the United States is becoming more and more serious, and Apple is accelerating its transfer to markets such as India and Vietnam. Apple has removed dozens of Chinese companies' first-chain partners, and orders from OEMs, including Foxconn and Pegatron, have also fallen sharply. There is speculation that Apple wants to put India's production capacity on an equal footing with the Chinese market, which raises concerns about the development of China's industrial chain. In the case of Foxconn, although it announced that it would not completely withdraw from China, it was difficult for Pegatron to get a piece of the pie.
In fact, the transformation of low-end manufacturing is a historical inevitability. From the United States to Europe, then from Europe to Japan and South Korea, then from Japan and South Korea to Taiwan and the mainland, and now to India. The transfer of low-end manufacturing is often the result of the gradual transfer from developed areas to economically backward areas. Therefore, we don't have to be too entangled in retaining these foundry companies, but should speed up the upgrading of the industrial chain and the cultivation of local brands.
For the employees of Foxconn and Pegatron, this adjustment is undoubtedly a huge blow. They are at risk of losing their jobs and their lives can change a lot. At the same time, China's manufacturing industry will also be affected to a certain extent, especially the low-end manufacturing industry. However, it also gives us food for thought and opportunities.
First, we should see the limitations of low-end manufacturing. In the past, due to policy dividends and the attraction of cheap labor, China attracted a large number of OEM orders and became a factory in the global manufacturing industry. However, with the development of the global economy and the intensification of international competition, low-cost manufacturing has become an unsustainable model. We must speed up the upgrading of the industrial chain and improve the technological content and added value.
Secondly, we should cultivate the development of local brands. The success story of Huawei's mobile phones tells us that local brands can stand out in the market competition. The development of local brands can not only drive the development of the industrial chain, but also create more employment opportunities and promote economic growth. We should encourage local enterprises to carry out technological innovation and brand building, and cultivate enterprises with international competitiveness.
Finally, we should actively respond to changes in the international situation. The "decoupling" plan of the United States and the adjustment of the first chain of China's manufacturing industry have become a reality, and we must not respond passively, but proactively. We can accelerate transformation and upgrading, and find new markets and growth points. At the same time, we should also strengthen cooperation with other countries and regions to promote the stability and development of the global ** chain.
In short, although the adjustment of the first chain has brought a certain impact to China's manufacturing industry, it has also brought us opportunities and thinking. We should speed up the upgrading of the industrial chain, cultivate local brands, and actively respond to changes in the international situation, so as to promote the sustainable development of China's economy. Only by constantly innovating and adapting to change can we remain competitive and achieve sustainable development in the fierce competition.