Apple CEO Tim Cook was stolen by an aunt

Last week, Asia's largest Apple store opened at Shanghai's Jing'an Temple.

Seeing the video, many Apple fans gathered at the Jing'an Temple in Shanghai, waiting for the Apple store to open. It used to be a sunken square, but business has not been good in recent years, and now it is a good idea to open an Apple store.

It is said that some fans waited for 20 hours to get into the store as soon as possible in order to get to the front of the line. In addition, it is said that there are free gifts to receive, so it's no wonder that fans are more active.

Apple's global CEO Cook also came, the heat was not ordinary, and he also took some videos with Zheng Kai in advance to warm up, although Cook's expression was a little embarrassing, but for the sake of the Chinese market, he also fought hard.

However, this time it is not CEO Cook who is out of the circle, but an aunt in yellow.

The aunt was furious at the fans waiting in line for the Apple store: What age is it, we have Huawei, and we still buy Apple?

Even put a hat on Apple fans: you have defiled the blood of the martyrs.

There is a comment at the bottom of the video: The medicine can't be stopped.

I don't know if this aunt was impromptu to lash out at Apple fans, or if it was arranged. But after watching this video, I have a few points of confusion.

First, since such an aunt is so patriotic and should be very honorable, why do you wear a hat, a mask and sunglasses, and don't want others to see who she is?

Second, this video was first posted from a luxury consultant's video account, so coincidentally, so close, just in time? Of course, it could have been taken and shared by someone else. I'm just guessing if the house will not sell well recently, and the agent hopes to deliberately create traffic and attract customers in this way.

Of course, the aunt has the right to express, the original intention of patriotism is worthy of praise, of course it is okay to support domestic products, but there is no need to force others to buy, and it is not necessary to deduct hats for others. Ren Zhengfei also called on Huawei to learn from the excellent places of the United States, and to rely on strength to become an enterprise in the end.

Moreover, Apple is also a legal business, iCloud data is also stored in Guizhou on the cloud, people Cook have said that they love Chinese, Apple sells well, but also drives a lot of employment, everyone is mutually beneficial.

However, some users said that the United States suppressed Huawei mobile phones, so it gave Apple a chance to breathe, and now why should Apple mobile phones be given a chance in China?

We also analyzed it, first of all, this is because some parts of Apple's products come from China. Apple's suppliers will be adjusted every year, and the lineup of suppliers with Chinese mainland and Hong Kong backgrounds has changed from "11 in and 6 out" in 2020 to "7 in and 8 out" in 2021, and Apple's list of Chinese mainland and Hong Kong-funded suppliers in fiscal year 2022 is "five in and eight out". Although the rate of domestic parts for the latest Apple phones has decreased recently, we don't want to lose this business, because Apple has a large consumption of various series of products around the world.

Second, in addition to the parts business, most of the assembly business of Apple products is in Chinese mainland, which is key for us to solve the labor force and employment, and we are not restless, because India is competing with us, if we deliberately exclude Apple, it will only allow American politicians to find opportunities to put more pressure on Apple to transfer assembly business, which is very unfavorable for related industry chain enterprises.

In addition, while Apple is accelerating its strategy of diversifying its global supply chain, it is decentralizing the concentration of supplier factories. For example, in fiscal year 2022, the number of companies with factories in India has increased to 14 and the number of companies with factories in Vietnam has increased to 25, but many of them are Chinese.

At present Chinese mainland Apple supply chain companies have invested in Vietnam to set up factories in Lixun Precision, Goertek (002241. SZ), YUTO Technology (002831. SZ), Lens Technology (300433. SZ), Lingyi Intelligent Manufacturing (002600. SZ), Meiyingsen (002303. SZ), Bern Optics, BYD (002594. SZ), Shanghai Industrial Holdings, etc.

Even if some companies are not on the list of major suppliers disclosed by Apple, it does not mean that they are not Apple's suppliers, it may be that the proportion of supply is low, and it may also be indirect shipments. Although suppliers are moving forward and falling every year, the proportion of Apple's main suppliers is still from Chinese mainland and Hong Kong. At the same time, 151 of the top 188 suppliers have factories in China, which is still a large number.

In short, this means that Apple not only needs strong consumption power in the Chinese market, but also still relies on Chinese manufacturing. Apple's closeness to China is still very high, and apparently Cook is aware of this, so this opening will also make a special trip to Shanghai, Beijing, and participate in important meetings.

On the whole, as long as Apple abides by Chinese laws and pays taxes in accordance with the law, the cooperation is a win-win situation, and the benefits outweigh the disadvantages, and Apple is still a friendly partner of China.

From a propaganda perspective, Apple's continued business in China also expresses our openness to the outside world, and international brands can also legally do business in China, which is also a signal of openness and self-confidence, and does not give some politicians more to do.

So, what kind of mobile phones will you use at present? Who will buy next? In fact, in addition to Huawei and Apple, there are also excellent domestic brands such as Xiaomi and OV.