Buy Apple or buy Huawei, what does it matter about my monthly salary of 3,000?
In fact, it's really different!
In recent years, the United States has shouted to break away from Chinese manufacturing, Apple has followed "de-Chineseization", and the industrial chain has run to India on a large scale!
Chinese suppliers, bankruptcy of bankruptcy, delisting of delisting, wailing.
Unexpectedly, Huawei began to make efforts to make domestic suppliers rejuvenate the second spring! The "Indian brand" iPhone is even more thunderous.
When Apple looked at Made in China again, it found that it had long been blocked by Huawei!
So what does all this have to do with my monthly income of 3,000 workers? And listen to me!
India has replaced China, and the population is eye-catching
On May 3, 2023, the latest world population data ushered in a new change:
The continent is no longer the most populous country in the world! India (1.428 billion) really replaced the continent (1.425 billion)!
And this change in the situation is undoubtedly a new wind vane for global enterprises!
The huge population brings low-cost labor. For Apple, which has a global layout, it will naturally not let go of this gourmet feast.
Coupled with the European and American forces led by the United States, which have shouted the theory of China threat and de-Sinicization over the years, India has become a new target to replace China!
And they monopolize high-precision technology in order to lie on the body of other countries and suck blood. Only this time the object was changed from China to India.
Of course, in rhetoric, it must be tall and civilized!
Apple officially said: "India will become the main manufacturing center and consumer market for iPhones in the future." ”
In fact, Apple's layout began early. In 2022 alone, India completed iPhone assembly worth well over 51 billion yuan.
By March this year, nearly 36.5 billion yuan of iPhone devices had been exported. This figure represents a 300% year-on-year increase compared to the past year.
The reason why the entire data is converted into RMB instead of US dollars is to be more intuitive and let you understand the changes in this industry.
These production capacities brought by India should have been completed by mainland suppliers, which is undoubtedly a major loss.
In fact, changes in population numbers have made India have a much younger population structure than the mainland.
India's young people in their 20s have become a "demographic dividend" in the eyes of global enterprises. Coupled with India's quality education, it is far less deeply rooted in the hearts of the people than our compulsory education.
A large number of young men and women without education in India can withstand high-intensity and long-term equipment assembly, and the labor cost can be as low as a finger.
For Apple, this is simply the long-dream workforce.
In addition, it has to be admitted that India's development is also a medium-high level from a global point of view, and the emergence of a large number of Indian middle classes also has strong consumption power for high-end luxury goods.
According to relevant media reports, India has 10 million smartphone consumers every month. According to the average price of a mobile phone of 6,000 yuan, there is a consumer market with monthly sales of 60 billion.
And this is not counting other supporting consumer goods, the entire consumer market of smart devices is still expanding!
This sense of reincarnation-like familiarity has actually developed in the past for a long time, and the mainland has also developed like this.
At the beginning, Foxconn was thunderous, as Apple's foundry, it had just been built in the mainland and reached a market value of 350 billion in one fell swoop.
Now, Foxconn has directly begun to open a "new mine" in India, spending $2 billion on investment alone, and intends to move the production capacity worth $300 billion.
Someone said, "Sweatshops, isn't it good to be moved?" ”
On the surface, this is true, but the economic account is not calculated that way.
In the case of Foxconn, 300 billion US dollars is converted to 2.2 trillion yuan. This production capacity is equivalent to 730 million monthly income of 3,000 jobs.
And Apple's "de-Chineseization" is not just a Foxconn company, the specific situation is far worse than imagined!
Kicking away Chinese suppliers, the iPhone is at full steam in India
As the saying goes, shopping malls are like battlefields. The global cake is so big, if you eat less, then I will eat more!
Apple's hand of "de-Chinaization" directly allows various supporting enterprises in India to stand on the cusp and take off in place.
On the other hand, domestic manufacturing enterprises that can provide tens of millions of production capacity every day are very uncomfortable.
This kind of enterprise, which mostly survives on Apple orders, suddenly has a capacity gap, and for a while it cannot find a suitable home to fill it.
The capital chain is directly disconnected, the bankruptcy of bankruptcy, and the layoff of layoffs, the direct impact is the downsizing and sharp reduction of related positions.
Seriously speaking, the reason why the mainland has the most complete industrial chain in the world is supported by large and small enterprises.
Now, because Apple's operation directly pours a piece, it is undoubtedly somewhat dangerous.
OFILM, for example, is a very obvious example. As a company that provided Apple companies with a large number of iPhone lens modules in the past.
Now, because Apple does not want it directly, it has been miserable in recent years, and it was once on the verge of delisting.
According to relevant information, the company's net profit in 2022 will directly appear a loss of 4.1 billion yuan because of Apple's riotous operation, and these are related to how many jobs?
In fact, the reason why Europe and the United States frequently suppress the mainland and sanction the mainland is to prevent the mainland from entering the "upstream field", so that mainland enterprises can only be led by the nose.
For example, when Apple is the only one, domestic enterprises as downstream manufacturers are directly pinched by them.
Whoever listens to them will give orders, and even squeeze us to the limit.
Once, feel that you have more than my risk, immediately let the production capacity transfer, intending to directly starve the supporting industrial chain of the mainland for more than 20 years.
Even this impact is not only affecting the economy, but can affect all aspects by cultivating the habits of mainland consumers, creating a filter on the United States.
This situation continued until Huawei began to compete with the United States and the world for 5G, making the United States feel the danger and began to talk about de-Sinicization and sanctions against Huawei.
What they didn't expect was that the transfer of Apple's production capacity did not directly shock the mainland industrial chain.
Huawei has not fallen after multiple rounds of sanctions, and the Hongmeng system, Starflash technology, and Kirin chips can be said to be "forced out" by the United States.
Coupled with a series of products such as Huawei Mate 60, Apple's "de-Chineseization" has become the mainland's "de-Appleization".
Huawei's autumn conference, sounding the clarion call to march into the "upstream field", will also affect the fate of every migrant worker.
India pits apples, and Chinese suppliers are also tough
Apple clanged the abacus, as far as the current capacity comparison is concerned.
The production of the same smart device, only one manufacturer in mainland China, can complete the entire supply chain in 1.5 months.
In India, it takes nearly 20 manufacturers to complete it in 6 months.
Not to mention, the problem of labor costs caused by different languages and religions in various regions of India. There are also hygiene habits, using the right hand to grasp rice, left hand to do that, the whole world knows.
As far as India's own media broke the news: "The pass rate of apples assembled in Indian factories is only 50%. ”
The European market, on the other hand, has publicly stated that it does not want an Indian-made iPhone.
Not to mention, before the iPhone 15 was put on the shelves, the mainland Huawei sprang up, and the Mate 60 series was directly unveiled globally, and the performance was not weaker than Apple, and even far exceeded in some places.
Apple's stock price plummeted, evaluations were frequent, and Musk publicly complained about the lack of iPhone innovation. A series of bad news directly dumbfounded Apple!
Originally, because of Apple's "de-Chineseization" of half-dead domestic suppliers, they began to start at full power, only this time for Huawei.
Huawei single-handedly saved these suppliers. Huawei Mate 60 is popular in China, and orders are like water, running to every related industry chain.
Just like in the past, Huawei intends to develop the system independently, some netizens said that they are programmers, originally going to be laid off, and now they directly began to expand recruitment.
The supply chain that was originally wailing and kicked away by Apple is now beginning to rejuvenate with various recruitment information. The increase in wages of the increase, the construction of the factory that should be built.
For example, Shenzhen Ou Film Technology Co., Ltd. has recruited more than 6,000 people in the past 6 months, and has added several more industrial lines.
At Huawei's recent autumn conference, various tablets, headphones, smart glasses, watches, and even smart cars were previewed.
This has undoubtedly aroused the confidence of many investors. This is all to seize the market of Apple, and even the high-end smart industry in Europe and the United States.
Unseeingly, BYD's electric car went overseas and directly overturned the old German car, forcing them to start rolling the electric car track.
And Huawei copied Apple's back road this time, and the impact is also huge.
If Huawei does not stand up this time, the nearly 20-year supporting Apple industry chain will be how many people's jobs to support their families will disappear.
Perhaps, the seriously ill elderly are waiting for this medical bill, and the children who pay the tuition fees are waiting for this tuition fee, just thinking about it can tell how cruel it is.
Huawei's move has a more far-reaching impact. We are no longer a foundry and can only earn thin assembly fees.
Huawei is our own domestic product, we can also earn upstream profits, and can feed thousands of domestic supporting enterprises downstream.
This is with European and American leaders such as apples, grabbing meat and eating around the world, and the competition is that you die and I live.
At one time, we could only do labor, earn hard money, exchange low-end products from manufacturing, shirts, toys, jeans for their planes and other high-tech.
Even like shield machines, gantry cranes, Europe and the United States directly blocked technology, do not buy us. It was our own scientific researchers, gritting their teeth to come out, and directly robbed them of the market.
And now Huawei wants to do the same thing, at a small level, this is to buy a mobile phone, at a large level, this is the dispute of national fortune.
How to choose determines whether it is to save its own industrial chain or indirectly buy a bullet that will hit itself in the future.
Some people will say, then I am not engaged in programmers, not engaged in Huawei's supporting industry?
In fact, for every extra penny Huawei earns, Apple earns one less. And Huawei bites the "meat" of Apple, and eating sweetness will inevitably expand production capacity, and then directly or indirectly increase jobs.
You need construction workers to build a factory! You need a programmer to make a mobile application! Selling mobile phones requires copywriters, cabinet sisters, and couriers!
In this way, these workers will earn wages, and they will eat, wear, live and travel, and will inevitably increase their consumption.
By analogy, it benefits every migrant worker, which is the reason to support Huawei!
And this time, when Apple regrets and finds a Chinese manufacturer, we can tell him loudly:
"Huawei's list is full, now there is no time!"
epilogue
All in all, people often say that I am only 3,000 yuan, why buy such an expensive Huawei.
In fact, Huawei's development is indeed closely related to each of our migrant workers. Even if you don't buy it, remember not to deliberately denigrate and make fun.
Those who hold wages for all, do not let them freeze to death in the wind and snow!