Once, Foxconn Terry Gou publicly said: If Apple leaves China, the Chinese market may "change". What he means is that Apple's mobile phone industry chain is huge and technologically advanced, and the mainland cannot do without Apple's mobile phone if it wants to develop its mobile phone industry.
But only a few years later, the situation has taken a dramatic turn.
According to the latest data released by market research institutions, Apple's iPhone sales in the Chinese market fell by as much as 19%, the worst quarterly performance since 2020.
Note that it was 2020, the same year that Huawei began to be sanctioned. Originally, Apple's mobile phone should have failed a long time ago, but the beautiful country played tricks to extend its life for 4 years.
However, now that Huawei is back, Apple is not doing well right away.
In the first quarter, Apple's market share was 15.7%, roughly the same as Huawei's 15.5%. You know, this is still the data before Huawei's new machine was released. Now Huawei P70 is hard to find, and it is inevitable that the new data will be eye-catching. Looking at Apple in the second quarter, it will be even more bleak.
So is it because the market environment is not good, and everyone is not buying mobile phones? Not really, the data shows that the entire mobile phone market has grown by about 1.5%, and most local brands have increased.
Apple's global statistics are also not encouraging, with global iPhone shipments falling 9.6% year-on-year in the first quarter. But Apple's sales in China have fallen dramatically, much worse than its overall global performance.
Guo Taiming also said another sentence back then, which is also famous. He said that Foxconn built a factory in the mainland to give mainlanders food to eat.
At that time, although this sentence was crazy, it was crazy and confident. Because Foxconn is the number one celebrity in the Apple industry chain.
The development of Apple's industrial chain in China began in the 90s of the last century, when Apple cooperated with Chinese companies to establish many production bases and R&D centers. Foxconn is the OEM for Apple. For example, Foxconn in Henan Province has 300,000 workers in the factory. In addition to Foxconn, there are hundreds of local companies supporting Apple, and there are millions of workers in the entire Apple industry chain.
Once, there was a mainland company named Goertek that was kicked out of the fruit chain and immediately turned from prosperity to almost bankruptcy.
On the evening of November 8, 2022, it was a dark night for Goertek, and it issued a risk warning announcement on the Shenzhen Stock Exchange, and "a major overseas customer" suspended cooperation.
At the opening of the next day, Goertek's share price plummeted, with a cumulative decline of more than 60% after this year, and the market value evaporated by nearly 130 billion yuan.
Goertek, which started with the business of "acoustic technology", was established in 2001 and listed on the A-share market in 2008. Two years later, with its outstanding technology in the field of acoustics, Goertek entered the Apple industry chain and began to provide Apple with electronic acoustic products such as Bluetooth and micro microphones. Look, such a small giant in the industry has been taken care of.
Another company that makes cameras has the same experience as it.
After being "abandoned" by Apple in March 2021, OFILM's net profit that year also plummeted by 93.25% and was on the verge of bankruptcy.
Who saved them? The answer is Huawei.
Goertek is the only supplier of Huawei acoustics!
After Huawei mete60 was listed, just this sentence, Goertek's share price rose sharply.
After Huawei's re-emergence, the companies that were suppressed back then also turned over and lived a good life again, expanding production capacity and hiring workers.
In the foreseeable future, it is not surprising that Huawei will chase Apple from home to abroad.
The news that Apple was moving to India once frightened some public notices. As if the sky was falling, they said one after another, what should we do with so many migrant workers?
In fact, Apple is a "sweatshop", and it leaves only 2.6% gross profit margin for these foundries. It seems that it has helped us feed millions of assembly line workers, but from another point of view, for every 1 yuan of wages it pays our workers, it will earn us 38.6 yuan. This money has become the capital of the beautiful country to maintain its hegemony.
What does such a company keep it for?
Huawei is different.
On March 29, Huawei's 2023 annual report was released, and in 2023, Huawei achieved a total revenue of 704.2 billion yuan and a net profit of 87 billion yuan. In 2023, Huawei's R&D investment reached 164.7 billion yuan, double its annual net profit, and the cumulative R&D expenditure over the past 10 years exceeded 1.11 trillion yuan.
Apple sells mobile phones to make us money, and that money is really taken away. The money made by Huawei is converted into scientific research funding, which is improving our scientific and technological strength and making us more and more advanced. Do you say Huawei or Apple is better?
5 years, as long as 5 years, according to this trend of development, Huawei will surpass Apple in all aspects, leading domestic mobile phones to enter Apple into others, and then Apple will withdraw from China, which is not surprising at all. Do you believe it or not?