Is Chinese really inseparable from a certain company?
After the wave of smartphones hit, "apple" gradually derived a new meaning from a former fruit. That is a high-end mobile phone of a brand produced by Apple in the United States. This kind of mobile phone is widely sought after in China.
With its exquisite appearance and independent system, Apple mobile phones enjoy an unshakable position in China's high-end mobile phone market. Of course, this is inseparable from the rising material standard of living of Chinese people, because its price is equally high.
But neither the high price nor the rapid iteration can stop the acceptance of Chinese consumers. So, is it Chinese not "eating" now that they leave the Apple phone? Is there really no other choice Chinese?
Chinese, is it really inseparable from this company and its products?
Since the beginning of this year, Apple's mobile phone has shown from a variety of signs that it will gradually withdraw from the Chinese market, which not only makes consumers reluctant, but also makes the majority of Chinese grassroots manufacturing employees in its foundry Foxconn deeply affected and facing the storm of layoffs.
Against this backdrop, Apple is cheating its biggest market step by step by relying on Chinese brand recognition. It's time for them to know that Apple is inseparable from China, not China is inseparable from Apple!
Apples don't let "eat"
It stands to reason that Apple has obtained a lot of "fruit powder" in China, and even made China its largest market, and should increase production input in China to let the majority of Chinese consumers "eat apples". Why is there a situation where "eating" is not allowed again?
In March this year, Apple's CEO also visited China and also had an in-depth understanding of the actual needs of the Chinese market. But the problem is that after Cook returned home, he was summoned by Biden, making a commercial trip with political implications.
This is reminiscent of the strategic changes made by many companies in the United States and other Western countries during the Russian-Ukrainian war. Apple is also among them. After Russia's war with Ukraine, Apple ceased its operations in Russia.
Even Russian consumers who have already bought Apple mobile phones have gradually lost the opportunity to buy, download and update mobile phone software in the app store of Apple's own IOS system. These moves are economic sanctions with political overtones.
This kind of economic sanctions is an isolated act ostensibly in the name of opposing war, but in fact it has been planned and planned for a long time. Therefore, a series of products produced by Apple have long had a precedent of not giving Russians "food".
Coincidentally, after Cook accepted the Biden administration's summons and secret talks, Cook turned around and flew to India in April and held consultations with Indian Prime Minister Narendra Modi on cooperation and increased investment.
The cooperation between the two parties is based on reducing investment in the Chinese market and gradually transferring the long-established manufacturing of Apple products in China.
As a result, not only will it be difficult for Chinese consumers to eat apples, but even China's world-renowned efficient and low-cost manufacturing industry will gradually lose the opportunity to cooperate with Apple. Many foundry manufacturing practitioners are facing the crisis of layoffs.
According to relevant news, Zhengzhou Foxconn Production Park has significantly reduced wages due to reduced orders after the year, resulting in a large number of employees being forced to leave. Many restaurants, shops, etc. in the living circle affected by the factory area have closed down because of this.
In April and May of previous years, it was the period when Apple orders began to be delivered and Foxconn for OEM production, and its factory area was often full of life, and the assembly line was in full swing for overtime production activities, and employees would also receive more compensation.
All this shows that Apple does have plans not to let Chinese "eat" Apple. Chinese consumers, loyal "fruit fans", although there are still opportunities to buy Apple products, may face more exaggerated prices and more inconvenient purchase channels.
What else can you eat besides apples?
So Chinese is it that you don't eat without apples?
Apparently not. Chinese has a lot to eat, and in the smartphone market, Apple is not alone. At least in today's China, people can be described as dazzling choices, even if they leave apples, they can eat comfortably.
This choice is not a helpless lowering of standards, and it is not difficult for Apple to give up. It is a brand replacement that can fully meet the demand, which is a broader market prospect. It is a new era of digital products.
For consumers, the high-end mobile phones, tablets and other products that Apple can provide are no longer the only choice in China's high-end market. In fact, Apple's products have also been widely criticized by Chinese consumers.
Due to regional restrictions, Chinese consumers' Apple products sometimes cause more inconvenience in software download and use. As a result, Chinese are actually spending more money and enjoying less service.
At the same time, in the high-end model market, once Apple's products lose their advantages of smoothness and stability, it is simply difficult to compare with more domestic brands in other functions, not to mention that in terms of price, Apple is obviously more like "gold".
Huawei's products have long been one of Apple's top competitors. As a pioneer of 5G technology, Huawei has long had the opportunity to apply 5G, while Apple is using political factors to suppress Huawei 5G. In this way, Huawei's development opportunities are firmly pressed.
Even so, Huawei's related products can still stand tall in China's high-end market, making many people prefer their business and diversification that is more in line with the preferences of Chinese people.
In addition to Huawei, Xiaomi, VIVO, OPPO and other brands have gradually developed high-end products, and relying on a large number of selling points and higher cost performance, they have gradually captured the hearts of a group of consumers. It can be seen from this that Chinese does not leave the apple and do not eat.
On the contrary, Chinese away from the apple and eat more deliciously.
And Apple has no fear of OEM production, and with the transfer of Foxconn's production capacity, there are certain results.
As a result, the idea of Apple and Foxconn CEO Terry Gou replacing Chinese manufacturing with low labor costs in India and other Southeast Asian countries may not be so simple.
China's manufacturing industry is not really facing a crisis due to its capacity transfer and withdrawal from the market. This switch of strategic layout is likely to make them the ultimate jumping beam clowns.
Inseparable from Made in China
After Foxconn began investing in factories in India and Apple completed the opening of the first official Apple retail store in Mumbai, they found certain problems.
The first problem is that although it is true that India's labor costs are lower, this can directly reduce the cost of foundry, making Apple's new products more profitable. But India's foundry labor is not as "easy to use" as Chinese.
Although India has a certain industrial level and has a lot of technical personnel in the electronics industry, most of the people engaged in OEM production are low-level workers with low education and worrying living conditions.
These workers are completely incomparable with the personnel quality, production efficiency and production quality of China's young labor force. In the current Foxconn foundry in India, it is even necessary to hire Chinese technicians to train its new employees.
Even if in the future, foundries in India and Southeast Asia can have a group of local backbones who are good at business, but it will take more time to continuously train new people. Although the labor cost is reduced, the efficiency and quality of production in China are greatly reduced.
There is quite a feeling that the gains outweigh the losses.
The second problem found by Apple and Foxconn is China's manufacturing industry. Foxconn founder Terry Gou once made a high-profile "rice appreciation theory", and his vain attempt to strangle China's employment rate "throat" did not really breathe because of his evacuation.
According to relevant data, Foxconn has 1.2 million employees in China. These employees have been or are about to be laid off. But without Foxconn, China still has more rising companies that need to employ workers, the first of which is the new energy vehicle predator, BYD.
BYD is ushering in its own expansion, and its workforce is growing wildly, according to its strategic intentions, BYD will increase the total number of employees from 650,000 to 900,000 in a short period of time.
This demand for labor is exactly the opportunity given by Foxconn. In other words, without Foxconn's capacity transfer, some Chinese companies represented by BYD will find it difficult to find a large number of employees with a manufacturing base.
Apple's withdrawal from China did not have the desired effect. This is no longer as simple as Chinese inseparable from Apple, but Apple is completely inseparable from Made in China. Without such an excellent manufacturing base as China, Apple's production capacity is bound to be affected.
Inseparable Chinese consumers
Apple has also announced that this year's new product, the iPhone 15 series products, will be the first supply in India.
But now, even if Foxconn's foundry in India can afford the 7% of its production orders given by Apple, it will also face the challenge of supplying the first batch of goods. Once the supply rate is difficult to meet the standard, it can only usher in an increase in prices.
If Apple's new products are launched at a higher price, it may be considered by China, the largest market. Withdrawing from the Chinese market becomes even more unattainable, has offended China's manufacturing industry, if it completely withdraws from the Chinese market, offend Chinese consumers -
Then Apple is really killing itself.
In addition to personal preferences for a certain brand and a certain product, Chinese consumers also have an important factor that dominates their choice. That is national sentiment and national position. If a company is hostile to China, the country, and Chinese people.
Then there is simply no chance that the brand will gain a foothold in China. BMW Mini has been caught in a public relations crisis in China, because of a small ice cream incident, which aroused the anger of Chinese consumers, and its market value lost more than 10 billion.
This fully shows that no brand is inseparable from Chinese consumers, and these brands also need to consider, especially the current Apple needs to consider, can they leave Chinese consumers?
For Apple, China is its biggest market. If it leaves Chinese consumers, will Apple still be able to compete with Samsung?
epilogue
Regarding who is inseparable from whom, Apple CEO Cook once responded. He said frankly that Apple cannot do without China. Because Apple's innovation is not an industry pioneer, at present, various brands are trying to carve up the market and establish a new order.
And Cook once said: "No country can produce so many iPhones in a single day." Therefore, Chinese will still eat if they leave Apple, but Apple may not be able to eat when they leave China. This is the simplest truth.
Fundamentally, simply considering the market, economy and other issues, without considering political positions, then Apple is absolutely inseparable from China!
Who do you think is inseparable from whom in the comment area? Welcome to leave an active message below to discuss!