As Apple's CEO, Cook has been very concerned about the Chinese market since he took office, and has even visited the Chinese market many times, judging from public information, Cook has visited the Chinese market more than ten times since he took office, and even visited three times since 2023.
However, Cook is very concerned about the Chinese market on the one hand, and it can even be said that he attaches great importance to it, but under the influence of the "decoupling and breaking the chain" of the United States, Apple is also accelerating the process of "de-China". According to public data, the value of parts provided by Chinese suppliers in Apple's supply chain is only 2%, and the number of Chinese suppliers has also dropped from 50% to 36%. In fact, there are many reasons why Apple has shown this "fragmentation" in its treatment of China's supply chain.
A large part of Apple's choice to transfer the industrial chain is related to the pressure from the United States. In this case, Apple urgently needs a stable supply chain as an alternative. With the continuous expansion of the Indian market and the rapid development of manufacturing in India, Apple has chosen to shift its production capacity to India.
Judging from the news announced by Apple, it is expected to produce 50% of iPhones in India around 2027, and many of Apple's core foundries, including Foxconn and Wistron, have also moved to India. In terms of parts supply, Apple is also moving the industrial chain to the United States, Japan and South Korea.
From the perspective of the proportion of parts value, the proportion of parts value provided by supply chain manufacturers in Japan, South Korea and the United States is increasing rapidly. From these data, it is not difficult to see that Apple's supply chain transfer has actually developed to a good level.
In fact, Apple's transfer of supply chain has had a great impact on some Chinese companies, such as many well-known Chinese companies such as OFILM and Goertek, because of the loss of Apple's orders, revenue fell rapidly, and even was on the verge of bankruptcy. But that's starting to change.
Judging from the smartphone sales data, since the release of Huawei Mate60 in August 2023, Huawei's mobile phone shipments have continued to rise, and after entering 2024, it will win the first place in domestic smartphone sales in the first two weeks. Behind the increase in Huawei's mobile phone shipments is the construction of Huawei's supply chain.
Huawei's mobile phones have actually been in short supply, because after 2019, Huawei was "completely cut off" by the United States and the West, which also led to problems in Huawei's parts supply. Nowadays, Huawei's mobile phone shipments have increased, which actually means that Huawei has built a complete mobile phone supply chain in China.
In this context, domestic mobile phone parts suppliers have also gained new development opportunities. Chinese companies such as OFILM and Goertek Acoustics have begun to expand their production capacity again, and with the continuous development of Huawei's supply chain, Chinese enterprises will also get a lot of development opportunities in it.
Now, as Apple accelerates the transfer of its supply chain, its market share and influence in the Chinese market have begun to gradually decline, and according to public data, Apple's sales have fallen by about 24% after entering 2024. In contrast, Huawei's mobile phone shipments continue to grow.
If you agree, please like, welcome to forward, leave a message and share.