The comings and goings of Apple boss Cook are really a good show. On the table, he has a smile that is close to the people, but the chess he plays is thick. said that the fire of Apple was burning and screaming, and on the one hand, "Apple is inseparable from China", and on the other hand, he pulled his luggage and moved it to other places.
What does that mean? Look at what kind of calculation Cook has made? We have to slowly figure out the rules of the game.
I have to say that Cook's whirlwind visit to China, coupled with new moves in Vietnam and India, you think, it is clear that he is going to play a big chess game in the global supply chain - diversify risks, control costs, and to put it bluntly, is to smear fat on his own business strategy.
When it comes to the production efficiency of Indian factories, Cook seems to be in a posture of insisting on using toothpicks as arrows, but we also have to wait and see, after all, can we stir up an "apple dream" in India?
Just as Apple flickered on the vine in China, another wave of Chinese suppliers were "laid off" by them. We still don't know if this means that Chinese companies are being shaken off by the big tree of apples.
Hey, the key is the number in the supply chain, which shows a frighteningly high percentage, but the real contribution value is like soy sauce. This is not a typical show of carriage and horses, seeing that under the rationing of the globalization of core technology products, domestic enterprises can roll up and get out.
Let's watch the jealous competition between Cook and Huawei, on the surface, they are harmonious and make money, but in private, both sides are busy planning. Huawei's return to the gun, the high-end market snapped its fingers again, this challenge is not small, who wins really depends on which side our people's money bags are willing to fall.
We Chinese companies, if you follow Apple's hind legs, there is no hope for that day. Isn't Huawei's eyebrows raised for us here, friends, we have to look farther, don't just see the bowl in front of us all day long.
Oh, Cook said it nicely, "Apple can't do without China", his mouth is fragrant, but I'm afraid that this is not the case in my heart. The authentic mouth is a sweetheart, and the Chinese fruit fans have to be a little finer, don't be confused by that little sweetness.
Chain on the chain, in front of the stage and behind the scenes, we have to keep our eyes open in this big game of chess. You ask me what I think? I said that we have to come up with the real chapter, and the time has come to resolve the "apple dependence". Take advantage of the trend and let the market speak, depending on whether we can hold up that piece of the sky. Let's comment here, and the text will end here, I hope you will digest and consider.