Since the chip rules have been revised, Huawei has fallen into an embarrassing situation of no core available for up to 3 years, without the blessing of Kirin core, Huawei mobile phones have completely fallen out of the first echelon, which can be described as a big injury. After losing Huawei, a strong rival, Apple quickly rose from 8% to 20% in the domestic market, regaining the top spot in mobile phone sales. However, at this time, Apple did not choose to expand the mainland market, but decided to transfer its production capacity and supply chain to India and other Southeast Asian regions, with two purposes: one is to get rid of the dependence on the mainland market and supply chain, and the other is to eat the population size dividend in Southeast Asia and earn more profits.
In order to transfer the production capacity as soon as possible, Cook has also frequently engaged in "big moves" in recent years, first successively "kicked" 47 Chinese supply chain manufacturers such as OFILM and Goertek out of the fruit chain, and then coerced and lured Wistron Technology and Foxconn to build factories in India , then the factories that previously relied on Apple's orders to soar will usher in a "catastrophe"!
At its peak, OFILM's annual revenue exceeded 50 billion, and its market value exceeded 63 billion, becoming an industry leader for four consecutive times, which can be described as a gimmick. But since being "kicked out" of the fruit chain by Apple, OFILM has fallen from heaven to hell, losing tens of billions of yuan in just three years, and even on the verge of bankruptcy for a time. Fortunately, it quickly adjusted the direction of its strategic layout, won the right to supply parts for major domestic mobile phone manufacturers and electric vehicles, and now has also obtained orders for Huawei Mate60, successfully ushering in the "second spring"!
With Apple's withdrawal and "cutting orders", many middle and downstream supply chain manufacturers have completely collapsed directly in this turmoil, and even giants like Lens Technology have been greatly impacted, since the loss of Apple orders, they can only maintain operations by closing branches and laying off employees, which can be described as shocking! The fundamental reason for this situation is that they are too dependent on Apple orders and lack their own core technology and business. In this regard, even CCTV has issued many warnings before, calling on domestic manufacturers to master their own core technologies, diversify their business layout, and get rid of "Apple dependence" as soon as possible!
I have to say that CCTV's warnings and appeals have indeed played a great role, and now more and more manufacturers have embarked on the road of self-development, and they have begun to choose to cooperate with domestic enterprises, gradually reducing orders from foreign companies such as Apple. But there are also some manufacturers who are still working hard to break into the "fruit chain", such as the domestic screen giant BOE, it is reported that it will enter the fruit chain in 2020, and according to Korean media reports, BOE has begun to provide OLED screens for iPhone15 standard version last year, and it can enter Apple's high-end series of products in a short period of time to consider the supply range, which also confirms the strength of BOE!
In fact, objectively speaking,BOE enters the Apple supply chain with more advantages than disadvantages,After all, it has received orders from many large domestic manufacturers over the years,The business is not single and specified,If you successfully enter the fruit chain,You can compete with screen giants such as Samsung and LG,Not only can you get more profits,You can also improve the comprehensive strength of the enterprise。
In addition to BOE, in 2022, seven more Chinese companies have entered Apple's supply chain, Zhejiang's crystal optoelectronics is one of them, it mainly provides Apple with optical component products, and now it has become Apple's core supplier in the field of optical component products!
Although after joining Apple's supply chain, Crystal Optoelectronics' popularity and revenue have been improved to a certain extent, according to the news of Mobile News and Network on March 24, 2024, Crystal Optoelectronics' revenue in 2023 will be 5.076 billion yuan, a year-on-year increase of 16.01%, and the net profit attributable to the parent company will be 600 million yuan, a year-on-year increase of 4.15%, which can be described as a good trend. But I personally feel that with the strong return of Huawei, Apple's iPhone will be greatly impacted in sales in the future, and the orders obtained by Crystal Optoelectronics will decrease year by year, so even if it joins the fruit chain, it is necessary to diversify the layout in the future to avoid dependence on Apple's orders.
The good news is that crystal optoelectronics has been vigorously investing in research and development in recent years, and has frequently made major breakthroughs in the field of optics, such as in the field of quadruple prisms, crystal optoelectronics also occupies a leading position in the world. Not only that, with strong optical strength and technology, Crystal Optoelectronics has also obtained orders from Huawei, Samsung and other technology giants, so even if it withdraws from Apple's supply chain in the future, Crystal Optoelectronics will not be affected much!