Apple forcibly "de Chinese", with mainland components accounting for only 2%, and the consequences of eating and smashing the pot are very serious!

Tech 2023-10-26 21:38:27 Source: Network

Since the Sino US technology war, Apple has been planning to decouple from China and is now infinitely close to success.The disassembly results of the latest iPhone 15 ProMax show that,The number of parts from Chinese Mainland has dropped to 2%, and the trend of decline year by year remains unchanged

Since the Sino US technology war, Apple has been planning to decouple from China and is now infinitely close to success.

The disassembly results of the latest iPhone 15 ProMax show that,The number of parts from Chinese Mainland has dropped to 2%, and the trend of decline year by year remains unchanged.

The authoritative dismantling agency FomalhautTechnoSolutions found that the dismantling of the latest iPhone 15 ProMax was based on the proportion of component costs from different countries and regions,US made components rank first, accounting for over 33%;South Korean components rank second, accounting for approximately 29%; The proportion of Japanese parts continued to maintain 10%, accounting for the third place, and the parts supplied by Taiwan, China accounted for 9%,The proportion of mainland China has shrunk to 2%. Apple's "de Chinese" strategy has achieved initial results.

Gradually receding apples

Once, Chinese Mainland was the most important assembly place for Apple. Around the Foxconn assembly plant, China created a series of parts suppliers to provide high-quality and inexpensive parts for Apple.

Originally, the cooperation between the two sides was pleasant. Hello, hello. However, as the technology war between China and the United States intensifies,Apple has also made a choice to gradually leave China and reduce the purchase and use of parts in Chinese Mainland.

Public data display,In the Apple 13 era, the proportion of mainland components was approximately 4.5%, while the proportion of Apple 14 series decreased to 3.8%. By the end of the 15 series, the proportion had decreased to 2%.22.6%33%.

In recent years, India has vigorously developed its electronics industry,Prime Minister Modi shouted out the "goal of $300 billion in electronic products by 2026".

.20224%.

And Cook also proposed a goal, planning to25% of assembly orders will be transferred to India in 2025, and the latest mobile phones will also be assembled in India..

In the latest trip to India, Cook put forward his latest goal in front of senior Indian government officials, which isIncrease the proportion of "Made in India" to 60% in the next 5 years..

Always hadIndia, known as the "foreign harvester", has always been a country where foreign companies fatten up before eating meat.

Xiaomi worked hard in India for several years, but was punished by the Indian authorities and returned the profits to India, which can be said to beIndia earns money from Indian flowers and wants to bring them home separately.

Perhaps in the future, Apple is also likely to encounter similar situations. Don't think that American companies like India are afraid to take action, after all, barefoot companies are not afraid of wearing shoes. India even dares to openly copy American patented drugs, let alone impose fines for "legitimate" behavior?

What is the impact of Apple going Chinese?

For Apple, China is a very important market, with sales consistently occupying the second place in the company's revenue. As de localization becomes increasingly evident, Apple's market share will gradually decline,.

.In 2022, Dell loudly calls for 'de Chinese'.

In the second quarter of 2023, Dell's sales suffered a halving, with a year-on-year decrease of 52%.A Dell has fallen, and several Chinese brands have stood up.

.92510140Apple sold 990000 units that week, lower than Huawei's 1.1 million units.

5G..

Although the sales ranking has declined, Apple's decline will definitely not be too fast,..

For Apple, de localization means a gradual decline in sales, while for the original mainland suppliers, once they lose Apple orders and no new phone brand takes over in a timely manner,.

5G.

The reasons why China does not move apples

Apple is gradually distancing itself from China, and many people can't figure it out. Since they don't want to work hard in China, why not give it a good beating before it leaves? In recent years, the United States has been using every means to treat Huawei, and they are also using mobile phones,Why can't China learn from the "advanced experience" of the United StatesWhat about it?

Firstly,Apple currently has a large portion of its mobile phone assembly business in mainland China, maintaining the employment and normal life of many workers..

Secondly,As the United States becomes increasingly closed, we still hold high the banner of globalization...

Thirdly,It's not realistic to directly unhook and break the chain...

Blocking is better than dredging, rather than forcing consumers to make choices, it is better to subtly change consumers' habits,As Apple moves further away from China, many consumers are likely to make rational choices themselves.

Sad and Urgent Foxconn

Apple is breaking away from Chinese Mainland, leaving Foxconn suffering..

20231022.

.Foxconn Appreciates Mainland Chinese Food.

Musk, the boss of Tesla, a high-tech company, always comes to China with great respect and caution. He is not even considered TSMC, a high-tech company. Where did the boss, Terry Gou, have the confidence to look down on the mainland like this?

At the beginning, we welcomed Foxconn to set up factories in mainland China, not just because it had advanced technology, to put it bluntlyFoxconn is a labor-intensive electronic product assembly plant.

The reason for turning on the green light to let it in was that it also offered particularly favorable conditions, mainly becauseAppreciate the driving role of assembly plants in the entire industrial chain.

Guo Taiming, who invested 19.5 billion US dollars and ambitiously built 12 factories in IndiaThe laziness of the Indian people and the government's demand for food, not only did they not make a profit but also suffered severe losses after three years of construction.

20237195.

When Foxconn arrived in India, it waded out such a dead end. I don't know if Apple can break free from a fate similar to Foxconn after diving in one end.

Disclaimer: The content of this article is sourced from the internet. The copyright of the text, images, and other materials belongs to the original author. The platform reprints the materials for the purpose of conveying more information. The content of the article is for reference and learning only, and should not be used for commercial purposes. If it infringes on your legitimate rights and interests, please contact us promptly and we will handle it as soon as possible! We respect copyright and are committed to protecting it. Thank you for sharing.(Email:[email protected])

Mobile advertising space rental

Tag: and the Apple forcibly de Chinese with mainland components