Text | Tech Jun
Foxconn founder Terry Gou once said: "China can not do without Apple, if Apple leaves the Chinese market, the consequences are unimaginable, there will be a large number of Chinese companies can not survive"!
Is Gou right? Judging from past examples, although Gou's remarks are somewhat exaggerated, they are indeed not nonsense.
You know, Apple's most important production base is in Chinese mainland, and Apple's most important suppliers, a total of more than two hundred, more than two hundred suppliers, a large part of them are Chinese companies, and these Chinese companies, they supply Apple's parts and components products, although seemingly important, but in fact not irreplaceable.
Let's say of-film, which was originally one of Apple's main suppliers, specializing in providing Apple with FC (FlipChip, flip chip, also known as overmolding) process-related products. At its peak, the products produced by OFILM also entered the supply chain of Apple's iPhone 11 rear dual camera module, and it is also because of this that OFILM's market value has hit a record high several times.
But later, with Apple unilaterally canceling its cooperation with OFILM, OFILM lost more than 1.9 billion yuan in 2021, and the company's market value evaporated by more than 90%.
There is another Chinese company, Lens Technology, which has also become an industry leader by cooperating with Apple, and the head of the company, Zhou Qunfei, has also become the richest woman in China. But apple also lost Apple, highly dependent on Apple's Lens Technology, in order not to be kicked out of the Apple supply chain, in the face of Apple's continuous price reduction, finally chose to compromise, and therefore, in 2021 Lens Technology profit margin plummeted, the company's market value is more than half of the waist!
It can be found that although it is not up to the point of not being able to survive without Apple, for a large number of Chinese companies that have become Apple suppliers, once they are canceled by Apple or further squeezed by Apple, these Chinese companies will be seriously injured, which is beyond doubt.
If Chinese companies that are highly dependent on Apple cannot get rid of dependence, then even if they develop well, the prospects of enterprises are uncertain and unstable. It is based on this point of consideration, some time ago, CCTV issued a warning, reminding Chinese enterprises to get rid of "Apple dependence".
Judging from the latest news, in the face of the warning issued by CCTV, many Chinese companies that are deeply bound to Apple have made choices. For example, at the beginning of April, Lens Technology made a choice, announcing that it will increase investment in smart wear and touch function panel projects, the total amount will reach 5.406 billion, and Lens Technology chose this field, which Apple has not been involved in, it can be seen that Lens Technology is trying to slowly get rid of its dependence on Apple.
In the near future, it is also after Lens Technology, another Chinese company has also made a choice, it is Luxshare Precision. According to media sources, Lixun Precision is creating a new growth curve that does not rely on Apple, after Luxun Precision has spent tens of billions of yuan to become the fourth largest shareholder of Chery Holdings, and recently announced the establishment of a joint venture company to vigorously develop the research and development and manufacturing of new energy vehicles.
Public information shows that Luxshare Precision is apple's most important partner, some of Apple's important oem orders, are handed over to Luxun Precision production, but now the Apple's most valued and trusted Chinese enterprises, but in another way, which to some extent proves: in the eyes of Chinese enterprises, apple's importance is declining, a large number of Chinese companies have awakened, no longer regard Apple as the only, will not please Apple, cooperation with Apple as the ultimate goal of the enterprise.
The important thing to say is that from the recent trend of domestic suppliers who cooperate with Apple, getting rid of the dependence on Apple is becoming the mainstream, such as OFILM, LingYizhi Manufacturing, Goertek and other Chinese companies that have cooperated with Apple or are cooperating in the past, have begun to lay out new businesses, through which it can be seen: Chinese enterprises are awakening, and the warning of CCTV is playing a role!