Text/Ball Review/Zi Yang Correction/Zhi Qiu
As the world's top technology company, Apple's impact on the upstream of the industrial chain can be described as very large, and many companies have to enter the Apple supply chain. Because, relying on Apple's brand influence and order distribution capabilities, related industry chain companies can quickly develop to the world's top, such as Foxconn, helping Apple to manufacture a large number of smart device products, climbing the world's largest electronic foundry enterprise, and the revenue is also full of money.
Apple wants to get rid of China's supply chain
However, since 2021, Apple's "de-Sinicization" trend has become more and more obvious, more than 30 domestic mobile phone industry chain companies have been kicked out by Apple, the biggest victim is OFILM, in the past 2021, OFILM revenue plummeted 93%, the market value is even more waist folded, and then had to sell Apple-related assets.
Not only that, Apple is constantly eliminating the Chinese supply chain at the same time, but also continues to transfer the production chain to the next door India, rough statistics, Apple has moved 9 production chains to India.
In fact, Apple's move is undoubtedly eating Chinese rice, and in turn it is smashing the pot of Chinese enterprises. Looking at a set of data, looking at Apple's financial reports over the years, Greater China has always been the "top pillar" of Apple's financial reports, and in terms of Apple's financial report released in the third quarter of 2021, the company achieved total revenue of $81.4 billion, while the Greater China region contributed $14.76 billion, accounting for 18% of total revenue.
On the first trading day of 2022, Apple's market value exceeded 3 trillion yuan, and the Chinese market is indispensable, especially in the case of the global epidemic situation has not improved, Chinese supply chain companies have been providing great help to Apple.
Today, Apple crosses the river and demolishes the bridge, revealing its final face under its mask. To this end, in 2021, CCTV also urgently reminded domestic mobile phone supply chain companies that they must increase the self-research of core technologies and get rid of their dependence on Apple.
It is worth mentioning that the CCTV reminder has begun to bear fruit, such as OFILM after being eliminated from the fruit chain, began to carry out multi-business layout, in addition to the main mobile phone lens business, but also in the smart car parts, VR / AR and other fields of layout.
Force domestic adversity to survive
For mobile phone supply chain enterprises, if they want to get out of adversity, they must rely on the leading enterprises of domestic mobile phone brands. Originally, Huawei had the opportunity to replace Apple and become the new dependency of these mobile phone supply chain enterprises, after all, Huawei attaches great importance to supporting domestic industrial chains, such as BOE screens, which can be famous in the mobile phone market, thanks to Huawei's help.
However, the suppression from the outside world has caused Huawei's mobile phone business to fall to the bottom, which has made the domestic mobile phone industry chain lose its dependence target again.
It is worth mentioning that the domestic mobile phone industry chain chose to take the initiative, and the domestic mobile phone supply chain enterprises led by TCL Huaxing, OFILM, BOE, etc. began to carry out the layout, deepen cooperation with domestic mobile phone brands, and find a breakthrough direction.
It is gratifying that domestic mobile phone brands are gradually becoming localized for the industrial chain, and Xiaomi has gradually begun to assume the enabler of the domestic mobile phone industry chain.
Taking the Xiaomi 12 series as an example, there are 60 domestic supply chain partners, such as TCL Huaxing Optoelectronics, Huiding Technology, AAC Technology, etc., providing different solutions for the Xiaomi 12 series.
In addition to Xiaomi, OPPO and Vivo, the two major mobile phone brands, have also gradually opened the localization of the supply chain.
Write to the end
In the context of the current increasingly complex global trade environment, domestic mobile phone brands and domestic mobile phone supply chain enterprises are undoubtedly the most correct development path, because only by reducing the dependence on overseas supply chains can the two sides go further.
Although entering the fruit chain can make the supply chain enterprises make a lot of money, but the risk is still accompanied by left and right, so some domestic supply chain enterprises that still have to cling to Apple should plan their own retreat and minimize the existing risks as much as possible.