A few days ago, Apple CEO Cook posted on Weibo, celebrating the 30th anniversary of Apple’s entry into the Chinese market, and thanking employees, customers and partners. The reason why Cook is so happy is that the sales volume of the iPhone in the Chinese market surpassed that of the US market in the second quarter of this year. For the first time, the Chinese market has become Apple's largest source of income.
China has surpassed the United States to become the largest market for the iPhone. This is certainly a happy thing for Apple, but it may be a disaster for Chinese manufacturing, which means that the Chinese mobile phone industry chain is being further tied up by Apple. This lesson has been learned before. revealed.
Before OFILM, an industrial chain enterprise in China, was kicked out of the supply chain by Apple, causing OFILM's revenue to drop by 40%, and its net profit plummeted by 90%, and even fell into a loss. OFILM got rid of being kicked out by Apple after all kinds of maneuvers. Out of the shadow of the supply chain.
Chinese consumers' pursuit of the iPhone also makes Chinese mobile phones feel chilling. Domestic consumers are so fond of mobile phones from an American company. It is well known what actions the United States is taking against Chinese chips, and consumers are not only not staying away from American products, they are still doing so Massively sought after, this is really speechless.
Apple has gained more market share in China, which will have a serious impact on China's industrial chain, because Apple has captured most of China's high-end mobile phone market and made more profits - it is reported that it has won the global mobile phone industry 85% profit share, which will lead to China's mobile phone industry chain becoming more dependent on Apple.
"People's Daily" once called for this, and China's manufacturing should reduce its dependence on Apple. An overly dependent Apple will only cause China's manufacturing to hand over its lifeline to Apple, which is not conducive to the long-term development of China's manufacturing. However, today's iPhone is like this. It is incredible to be sought after by Chinese consumers.
Apple has previously shown its strong influence on China's industrial chain. In the domestic market, the Chinese industrial chain can only comply with Apple's requirements and continue to invest huge sums of money in research and development of advanced technologies. The performance of a Chinese mobile phone foundry shows that despite high revenue growth , but the R&D investment is growing faster, which directly leads to the fact that the profit of this Chinese mobile phone foundry is lower than when the revenue was lower before. However, once the new technology fails to meet Apple’s requirements, the huge R&D investment will be in vain. .
What is particularly frightening is that Apple previously required OEMs to set up factories in India and Vietnam, relying on its influence on the industrial chain. Wistron was acquired by an Indian consortium within two years, causing Wistron to almost completely withdraw from the foundry industry. Recently, people in the industry chain pointed out that Wistron, which paid a huge price, only received about 1% of the orders for iPhone 15. Wistron’s sincere efforts have not been rewarded by Apple. Instead, Wistron was kicked away by Apple after it fell into a trough.
As Apple's influence on China's industrial chain increases, it cannot be ruled out that Apple will require more Chinese industrial chain companies to set up factories overseas, which will reduce the number of jobs that China's manufacturing industry can provide. However, in such an environment, they strongly support Apple and buy iPhones, which will only cause them to be subject to Apple in the future.
The author believes that domestic mobile phones are not inferior to Apple at all, and they are even ahead of Apple in innovation in terms of full screen, screen fingerprint, camera, AI technology, etc. , We should sincerely support domestic mobile phones. Only when domestic mobile phones develop and grow, consumers can get more benefits.