In recent years, Apple's so-called work in the Chinese market has been booming, but there has always been a debate, whether we can't do without Apple, or Apple can't do without the Chinese market? There seems to be a partial answer to this question. Like before, OFILM was also overly dependent on Apple, which eventually led to heavy losses in the supply chain kicked out by Apple. To this end, CCTV has also issued a warning - to reduce "apple dependence".
CCTV's sentence to reduce "Apple dependence" is also to let major companies understand that while entering the Apple supply chain, they must also leave a way for themselves in the future, even if they are kicked out of the supply chain by Apple one day, they will not be stagnant and thus affected too much. Although CCTV issued a warning, there are still some companies that do not heed the advice and still embrace Apple wholeheartedly despite the discouragement.
But at the same time that these companies embraced Apple, Tim Cook once again made a decision, that is, the capacity transfer plan, as we all know, in recent years, the mainland's manufacturing industry has developed rapidly, in the face of increasing labor costs, it also means that Apple's parts costs in the domestic OEM have increased, Cook as a shrewd businessman, naturally will not do loss-making business.
Long ago, Cook was already planning capacity transfers, and Foxconn, as the biggest beneficiary of Apple's orders, naturally became the designated executor of Apple's capacity transfer plan. After various investigations, Apple set its sights on India and Vietnam, why did Cook choose India and Vietnam? Naturally, in order to save manufacturing costs, everyone also knows that India and Vietnam are economically underdeveloped countries, so enough labor and cheap costs have become one of the first choices for Apple.
In recent years, Apple has successively broken off cooperation with a number of Chinese companies in the supply chain, and moved the production line from China, but What Cook did not expect was that it was ultimately inseparable from China, due to the impact of the global epidemic, it also led to overseas factories being unable to start production on time. With the easing of the epidemic in India, there is news that Foxconn's factory in India has been recruiting a large number of new employees, and it is clear that Apple is also preparing for the production capacity of new products.
Apple's choice of Indian and Vietnamese markets also means that Apple is relying less on the supply chain of Chinese companies, and some Chinese companies are still racking their brains to think about how to integrate into Apple's supply chain.
You know, a large part of Apple's revenue comes from China, for a US company that relies on the Chinese market to eat, Cook decided to reduce its dependence on the supply chain of Chinese companies at this time, and we can't help but question that Cook has "turned his face"? Of course, Cook will certainly not admit that this plan has this meaning, after all, Apple still depends on the Chinese market to eat, so Cook came up with a reasonable reason, that is, the Chinese market is too strict on epidemic prevention and control and related policy issues, so we can only choose overseas manufacturing in order to increase production capacity.
Apple's capacity transfer plan is called not to put eggs in the same basket, because Cook also understands that serious dependence is equivalent to handing over the fate to others, so Apple will lay out its own supply chain globally, while some of the supply chains do not recognize this and want to work for Apple, when Apple kicks you out of the supply chain, you will encounter difficulties.