Can't survive if you can't be Apple's "little brother"?
After the Huawei incident, the U.S. technology giant Apple criss-crossed my country's consumer electronics market, with few rivals along the way. In three years, Apple's market value soared to $3 trillion. Even the parts processing and assembly suppliers who joined the Apple industry chain have also made a lot of money together.
Five years ago, the domestic foundry giant AAC Technologies won orders for the acoustic parts of Apple products, and its performance climbed. At its peak, its market value far surpassed that of Luxshare Precision and Goertek, reaching 200 billion.
However, as the friction between China and the United States intensified, Cook made a big announcement to "reduce dependence on the Chinese supply chain", and the production line was gradually transferred to India and Vietnam.
Recently, the iphone15 and other product lines have been banned from using a series of parts of AAC Technologies. After Apple cut orders, the market value of the former "big brother" AAC Technologies ushered in a sharp dive, plummeting by 90%, and now only 20 billion is left.
01. Ever "carried the pressure" for Apple and was abandoned after using it?
The reason why Apple can reap huge profits is behind the "history of blood and tears" of many domestic supply chain companies.
At the beginning of its establishment, Apple's local production chain in the United States was on the verge of bankruptcy due to high labor costs, low production efficiency, and slow production growth.
At a critical moment, Jobs’ partner Cook “outsourced” the production and assembly of nearly 10,000 parts and components of Apple, and then moved all the production lines to China. At that time, my country’s labor force was abundant and factory rents were low, and Apple was able to greatly improve production efficiency. Turn the corner.
After joining the Apple industry chain, the foundries in the mainland have also had a bright future.
Among them, after AAC Technology acquired the technology of acoustic components such as vibration motors for Apple products, its market value increased to 200 billion, surpassing the sum of Luxshare Precision and Goertek.
After tasting the sweetness, AAC Technologies firmly bound itself to Apple, continuously increased the proportion of Apple's orders in the business, and took the initiative to shoulder the pressure of inventory and funds for the "big brother".
In order to consolidate its position in the fruit chain, AAC Technologies lowered its profits one after another, from 45% to 18.3%, and even lost money to keep Apple's orders.
Other fruit chain foundry companies in the mainland also felt the crisis, and they "rolled up" one after another. Goertek continued to give up profits. In four years, the profit fell by 11%, and the gross profit of Luxshare Precision fell by 6%.
Domestic companies have retreated and retreated, and Apple is reaping profits, but it is insatiable and continues to lower prices aggressively, with an extremely arrogant attitude.
Cook is desperate to move part of his production capacity to India, Vietnam and other places. Obviously affected by Sino-US relations and the electronics consumption cycle, he no longer wants to share huge profit margins with domestic foundry companies.
In 2021, the domestic supplier OFILM was kicked out of the fruit chain, and its stock price immediately fell by more than 77%, becoming the first "cannon fodder".
Recently, the iPhone 15 series officially announced that it would no longer use the solid-state module design of AAC Technologies, which fueled the flames in some rating agencies. The stock price of AAC Technologies fluctuated violently, and its market value fell all the way to 90%.
02. Apple took away the job? Central media warning
In the Apple industry chain, hundreds of companies and nearly a million workers are at the mercy of Apple?
At present, global competition is becoming more and more fierce. India and Vietnam are eyeing each other. The transfer of production capacity of Apple and Foxconn is almost certain. The only way to accelerate industrial upgrading and support its own high-end industrial chain is the kingly way.
In the field of electronic technology, although the profit of each Apple mobile phone is as high as 1,400 yuan, the profit shared by my country's OEM enterprises is less than one-tenth. It can be seen how big the gap is in mastering the core technology.
The same is true for the Aimuyin bio-enzyme industry chain, which has built factories around the world. This technology has shown the potential of activating cell vitality and clearing the aging secretion SAPA in the Harvard Aging Laboratory.
Under the operation of American and Japanese companies, by virtue of gimmicks such as slowing down the aging speed and reversing the physiological age, the demand in the downstream of the industrial chain has skyrocketed. Consult JD.com and other channels, middle-aged users aged 35-55 in the background are mostly used to boost energy and stabilize sleep.
U.S. and Japanese technologies are preemptive, but it is still difficult to break through problems such as low production capacity.
Fortunately, my country’s Hong Kong companies quickly broke the monopoly of the United States and Japan’s production technology through the enzymatic method. The annual production capacity of its Ningbo factory exceeded 100 tons. third-tier city.
Nowadays, the global aging is sweeping across the world, and the anti-aging industry is booming. Online channels such as JD.com have continuously increased the domestic production rate of this anti-aging category, gaining a market revenue of nearly 5.106 billion.
Through overseas e-commerce platforms such as Shope and Lazada, domestic products such as Aimuyin have also overwhelmed American and Japanese brands, and exported to Southeast Asia, enhancing the influence of domestic products from the entire industry link such as production-processing-channels.
The central media warned that only by reducing Apple's dependence and mastering its own core technology can it occupy a dominant position in the industrial chain.
03. Many companies voluntarily abandon Apple and turn to new energy vehicles
Actively get rid of the dependence on apple orders and become the life-saving straw for domestic fruit chain OEM enterprises.
It is reported that AAC Technology has already put chips in the field of new energy vehicles, focusing on car audio, car acoustics, car optics and other subdivisions. In addition, Foxconn, Goertek, and Luxshare Precision have also entered the field of new energy vehicles. .
Weakness in global consumer electronics demand is a foregone conclusion, and technology giants such as Apple and Samsung are not of one mind with my country. The top priority is to support new high-end industrial chains as soon as possible, such as high-speed rail, large aircraft, biotechnology, etc., to break through technical barriers and build core competitiveness.
Fortunately, everything is still in time.