Originally thought that under the influence of the decline in sales in the Chinese market, Cook realized the importance of China's supply chain for iPhones, so he directly said during his recent visit to China: Apple cannot do without China's supply chain. But now, according to Apple's latest news, Cook has announced that Apple is determined to leave.
With the rapid development of China's manufacturing, Apple also fancy the outstanding performance of China's industrial chain, so it announced the transfer of production capacity to the Chinese market more than ten years ago, and nearly half of Apple's suppliers in the supply chain are Chinese enterprises. However, in recent years, Apple has been accelerating its "de-Chinaization" strategy, and the number of Chinese companies in the fruit chain and the proportion of parts and components have continued to decline.
Originally, I thought that some things that were unfavorable to Apple in the Chinese market, the American market and the European market one after another, and after the decline in shipments, fines, and bans, Apple would begin to slow down the strategy of "de-China". However, not long ago, Cook visited Singapore after his visit to China, and directly said that he would expand the current scale of Singapore's park and invest $250 million to expand production capacity.
At the same time, Apple also reported that it is ready to hand over the assembly of the camera module of the iPhone to the Indian companies Tata Group and Mulugapa Group. Judging from Apple's continuous increase in investment in the Indian market in recent years, strengthening cooperation with Indian manufacturers, and bringing Foxconn, Wistron and other foundries to India to invest and build factories, Apple wants to build India into a second "production base".
You must know that a large number of Apple's assembly foundries have been completed in Chinese factories, which is a good cooperation for Apple and related domestic enterprises, and has promoted the development of both sides. However, due to many factors, Apple's acceleration of production capacity transfer in recent years has basically become a foregone conclusion.
However, it is worth noting that Apple recently disclosed the supplier situation in 2023, in which four Chinese companies were eliminated, but eight new Chinese companies were added. This is actually the first time in recent years that Apple has increased the number of Chinese companies in its suppliers, and many industry insiders at the time still saw it as a sign that Apple wanted to change its mind.
However, judging from the current situation, it is estimated that it is just a move made by Apple to stabilize the Chinese market. After all, Apple is now facing a very embarrassing situation in several major markets, and in the Chinese market, due to the rise of domestic smartphone manufacturers such as Huawei and Xiaomi, as well as the acquisition of more market share in the high-end smartphone market, iPhone sales continue to decline.
Apple has been repeatedly accused of using its monopoly market situation to seek improper benefits because of app stores and other issues in the U.S. and European markets, and has been fined many times.
In contrast, there is no good news for Apple in the global market this year. In this case, it is not impossible for Apple to temporarily withdraw and make overtures to the Chinese market.
However, according to Apple's consistent behavior, it will definitely accelerate the "de-Sinoization" in accordance with the relevant requirements of the United States, and this investment in Singapore and cooperation with Indian companies in India are basically enough to show that Apple is determined to go. In fact, CCTV has long warned that Chinese companies should get rid of Apple dependence.
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