In recent years, many companies have grown rapidly after coming to the mainland to develop, such as Foxconn, which has directly grown into the world's largest electronic assembly manufacturer. There is also Apple, more than 95% of its products are assembled in the mainland, and sales in the mainland market are also very good.
Tesla, in particular, almost collapsed in the United States and almost sold itself to Apple, only to turn the situation around after coming to the mainland to build a factory, and CEO Elon Musk became the richest man in the world. But now not only Foxconn, but also Apple and Tesla have begun to run!
Foxconn can rise rapidly, and Apple's orders naturally play a great role, but if there is no dividends in terms of land and taxes that we give, as well as enough cheap and high-quality labor and perfect supporting facilities in the mainland, I am afraid it will not work.
But the successful Guo Taiming never thought so, and took all the credit to Apple, treated Apple as a guest, and hugged people's thighs. When Apple wanted to relocate its supply chain, Foxconn actively cooperated to build a factory.
In recent years, Foxconn has successively built factories in India, Vietnam, the United States, Mexico and other places, especially in India.
The reason why Foxconn is like this is that it regards Apple as the absolute "financier", because Apple's market value was once as high as $3 trillion. Foxconn believes that if you hug Apple's thigh, you will have a steady stream of orders.
Although Foxconn has encountered many difficulties in India and suffered great losses, it still actively cooperates with Apple's requirements, continuously increases investment, and successively relocates mainland production capacity to India, resulting in nearly 67% of the assembly share of India's iPhone.
But Foxconn did not expect it, but it lost its credibility because of it, not only was it investigated, but also lost a lot of market share in the mainland market.
The point is that some time ago, Apple CEO Tim Cook visited China again, and also met and communicated with BYD, Lens Technology, Changying Precision and other responsible persons, indicating that Apple attaches great importance to the mainland supply chain, and will further increase investment in the mainland in the future.
However, Cook said that he loved China and the Chinese, claiming that Apple could not do without the mainland market and the mainland supply chain, but not long after, Cook visited Vietnam and also made a commitment to continue to increase investment in the Vietnamese market.
According to relevant information, Apple has cooperated with supply chain partners in the past five years and invested about 16 billion US dollars in Vietnam.
Later, Cook visited Indonesia and said that he would continue to expand his investment in Indonesia. It can be seen from this that Cook makes the same statement everywhere, so we don't have to pay too much attention to his statement on the mainland.
Cook's statement during this visit to China is nothing more than because Huawei's mobile phone sales continue to rise, while iPhones continue to decline.
In fact, Apple's move to transfer the industrial chain from the mainland has never stopped. The recent news fully illustrates the problem, and the production capacity of iPhones made in India will double in 2023, accounting for 14% of Apple's products, worth $14 billion.
Not only that, but Apple has a bigger plan, which is to increase the production capacity of iPhones produced in India by five times in the next five years. However, Apple's overall production capacity is limited, and moving to India will cause us to lose a lot of jobs.
In fact, not only Foxconn and Apple, but also Tesla, an American company, is also transferring the industrial chain outward. This may be surprising, you must know that we saved Tesla from danger, and it is precisely because of the convenience provided by Shanghai to build a factory that Tesla came back to life.
But Musk visited India again, met with Modi and communicated, plans to build a factory in India, and is expected to invest $2 billion.
You must know that Musk has always attached great importance to the mainland market before, and even under the continuous pressure of the United States, he still continues to expand Tesla's investment in the mainland market, and even plans to build factories in India and Mexico with mainland suppliers.
But the latest news shows that Tesla has begun to carry out large-scale layoffs around the world, with a layoff rate of about 10%, and is expected to lay off 14,000 people. It is worth mentioning that the proportion of layoffs in mainland factories is even larger, which is expected to be between 20-40%.
And, at India's request, Tesla will cooperate with local Indian companies and no longer carry the mainland supply chain.
In this regard, some foreign media directly commented that Foxconn, Apple, and Tesla have taken action, and they have all started to run. However, this seems to be an exaggeration, and it is true that some companies are transferring the industrial chain outward, but more are expanding investment.
The actual situation is that with the rapid rise of our mainland industrial chain, more Chinese companies have become bigger and stronger, and foreign companies have begun to compete, just like Apple is a little powerless in the face of Huawei mobile phones, and Tesla's car sales have also been surpassed by BYD.
Foxconn's departure is nothing, and mainland companies such as Lixun Precision and BYD have completed their replacement.