Foxconn has previously made additional investments to accelerate the construction of factories in India, in fact, it is also related to Apple's "de-Chinaization", Apple said that it will put about half of the iPhone mobile phones in the Indian factory in 2027, and even prepare to put the research and development of iPhone17 in the Indian factory, in order to continue to get Apple orders, Foxconn naturally chose to invest in India.
Judging from the current situation, Apple's "de-Chinaization" has basically succeeded, the number of Chinese companies in Apple's supply chain has fallen to 36%, and the proportion of parts and components value has also fallen one after another. But what people didn't expect was that Apple's CEO Cook visited China three times in a row, and the most recent one even directly said: Apple is inseparable from China's supply chain. What exactly is the purpose behind it?
On March 20, Apple CEO Tim Cook visited China again, less than half a year after Cook's last visit to China. On the surface, Cook is participating in the opening of the eighth Apple store in Shanghai's Jing'an District, but in fact, Cook's visit to China is to save the Chinese market.
During this visit to China, Cook not only met with the CEOs of BYD and other core supply chain manufacturers, but also directly said: Apple is inseparable from China's supply chain. It can be said that Cook has successively courted Chinese consumers and supply chain manufacturers, and this is actually to save Apple's market share that has fallen one after another.
Judging from the public data, after the beginning of 2024, the sales of iPhones in the Chinese market have increased by about 25%, even if Apple has come up with a lot of discounts, up to 800 yuan reduction, it still has not changed the situation that iPhones are becoming more and more unpopular in the domestic market.
Previously, a professional market forecasting agency believed that in the Chinese market in 2024, the number of users of the HarmonyOS system will exceed the number of users of the IOS system. On the surface, this refers to the impact of the operating system, but the HarmonyOS system is now only carried on Huawei's devices, and the IOS system is only carried on Apple's devices, which actually means that the market holdings of Huawei devices will exceed those of Apple devices.
In August 2023, the Huawei Mate60 series will be released, which not only means that Huawei has launched a new flagship mobile phone, but also means that Huawei's mobile phone production capacity will be restored across the board. You know, in 2019, Huawei's market share in the high-end smartphone field in the Chinese market reached 48%, surpassing Apple's share.
Since then, Huawei's mobile phone shipments have been insufficient due to production capacity problems, and Apple's share in the domestic market has risen one after another, winning 20% of the mobile phone market share. Now that Huawei mobile phones are back strongly, the sales of iPhone mobile phones will naturally be affected a lot. Especially under the influence of Apple's "de-China" strategy, more and more users have begun to feel dissatisfied.
From this series of data and changes in market conditions, it is not difficult to see that Cook chose to visit China three times in a row, and one of the very important goals is to regain the market share of the iPhone in the domestic market.
It can also be seen from Apple's previous series of behaviors that its so-called "inseparable from China's supply chain" is completely a cover, whether it is accelerating the transfer of production capacity or reducing the proportion of Chinese enterprises in the supply chain, it is enough to see that Apple is bent on getting rid of its dependence on China's supply chain.
However, fortunately, with the rapid development of domestic mobile phones, Huawei has built a complete domestic mobile phone supply chain, which can well drive the development of domestic related industries.
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