Recently, Apple announced the 2023 supply chain list, which basically contains 98% of Apple's direct spending on product materials, manufacturing, and assembly.
And every company that enters the Apple list represents the top ability in the industry, and of course, it also means that it will get a relatively stable income because of entering the fruit chain, so it has always attracted much attention.
The data shows that this time Chinese manufacturers are "ten in and eight out", that is, 10 companies have newly entered the Apple supply chain, 8 companies have been kicked out, among these 10 companies, Chinese mainland companies have increased by 8, but they have also been kicked out of 4, a net increase of 4.
And the 2 in and 4 out of Taiwanese enterprises, that is, 2 new and 4 kicked out, a net increase of -2.
Seeing this data, many people said that Apple is still inseparable from China, after all, China's supply chain is so strong, cost-effective, stable supply, and good quality, Apple can't replace it if it wants to.
Of course, this is indeed the truth, China's supply chain is very strong, but we must also recognize a fact, that is, although China's supply chain is many, but in fact it is not the real core supply chain, if calculated by value, the value of China's supply chain is the lowest, the core is all the United States, Japan, South Korea, Europe supply chain, China's supply chain is ready to kick off.
举例说明，iPhone中最核心的其实是CPU、基带芯片、DRAM、NAND、屏幕、CMOS芯片等这些。
But the CPU is Apple's own, the baseband chip is Qualcomm's, the 5G RF chip is also Qualcomm's, DRAM, NAND are all American and Korean manufacturers, the screen is Samsung/LG, BOE does not provide much, and the CMOS chip is Sony's......
Most of the supply chains in China are providing wires, shells, connectors, foundries, etc., and the most valuable ones are only TSMC foundry A series chips, and the others are hard-earned money, with low profits and strong substitutability, which is not the core at all.
The reason why Apple chooses so many Chinese supply chains is because Chinese labor is relatively cheap, but the quality of the products is good, and the supply is very stable, and it is not really interested in the so-called technology.
Therefore, let's wake up, what can really help the domestic supply chain rise in an all-round way is still domestic mobile phones, such as Huawei Pura70 series, the localization rate is close to 100%, CPU, baseband, 5G RF chips, DRAM, NAND, screen, CMOS chips, Hongmeng systems, etc., are all domestic.