Some time ago, Cook was busy in China, meeting with the supply chain, opening the Appstore store, having Zheng Kai having breakfast and walking, and finally going to a meeting......
In an interview with reporters, Cook said, I love China, I love Chinese, Apple will continue to invest in China.
Many people said that Cook said that he loved China, but in fact, he wanted China to buy more iPhones, but in fact it was not, and it was even more India, because India produced a lot of iPhones, accounting for 1/7 of all production.
Recently, as Apple announced the list of supply chains for fiscal year 2023, we found that Cook did not blow it around, and Apple is indeed continuing to invest in China.
According to the list released by Apple, these nearly 200 companies in the supply chain account for 98% of Apple's global direct spending on product materials, manufacturing and assembly in fiscal year 2023.
Among the enterprises this time, the number of enterprises in Chinese mainland increased by 8, of course, 4 were also eliminated, and the net increase was 4, which is the largest increase among all countries and regions.
The 8 newly introduced companies are Baoti Co., Ltd., Jiuquan Iron and Steel Co., Ltd., Zhongshi Weiye Technology, Kaicheng Technology, San'an Optoelectronics, Boshuo Technology, Tony Electronics, and Zhenghe Group. The 4 companies kicked out are Jiangsu Jingyan Technology, Meiyingsen Group, Shenzhen Deren Electronics, and when they are profitable.
At present, there are more than 50 manufacturers in Chinese mainland (including Hong Kong and Macao), the proportion has exceeded 27%, ranking first in the world, and it can be clearly seen that China's supply chain is the foundation of Apple, Apple's dependence, and indispensable.
Apple may be able to move part of the foundry to India, but the supply chain will definitely not be able to move out, India assembles the iPhone, and more from the Chinese supply chain here to pull raw materials to India, only in India to assemble the iPhone and that's it.
It's not that Apple doesn't want to handle these supply chains in India, but it's just that China's supply chain is too strong for India to learn or learn, so Apple has to remain highly dependent on China's supply chain.
However, behind this, we must also clearly recognize the fact that although there are many supply chains in China, most of them are not of high value, and they are not real core manufacturers, such as chips, which are basically not provided by China's supply chain.
If we talk about value, the proportion of the value of components contributed by China's supply chain is low, which is also a fact that we cannot ignore, what do you think? So although Apple is still investing in China and cannot do without China's supply chain, we must also be cautiously optimistic.