Apple estimates that iPhone will give up the Chinese market, and the Chinese industrial chain needs to consider living a hard life

According to Fox News and other foreign media , Apple is evaluating the impact and consequences of abandoning the Chinese market , This means that apple is likely to withdraw from the Chinese market one day , Losing Apple's order will bring difficult consequences to China's mobile phone industry chain .

One 、 What Apple means to China's supply chain

With the growth of domestic mobile phone brands , Domestic mobile phones now account for nearly 50% of the global mobile phone market , The industry seems to think that domestic mobile phones have become an important support for China's industrial chain , However, this is not the case .

The results released by oufeiguang showed that the loss of Apple's orders led to a 40% drop in revenue , But the net profit has plummeted by 90% ; BOE is the largest panel enterprise in China , But its profit from domestic mobile phones is far less than apple ,2021 In, it made the same profit as before 10 Sum of years , Therefore, BOE may be kicked out of Apple's supply chain after being reported , Actively repair the relationship with apple ; The largest RF in China IC Enterprise Weijie Chuangxin , It doesn't enter Apple's supply chain , It has been losing money before , In the first quarter of this year, we finally turned losses into profits, but only a meager profit .

This shows that the profit of domestic mobile phone brands to the domestic supply chain is actually very meager , In fact, this is also the helplessness of domestic mobile phones , They account for nearly 50% of the global mobile phone market , But their share of profits is only more than 20% , Their own profits are limited, and naturally they cannot give sufficient profits to domestic supply chains .

In addition to providing more profits to the supply chain than domestic mobile phones , It can also help domestic supply chains improve their technical level , Industry insiders pointed out that in order to help the supply chain improve the technical level , Apple will also help the supply chain buy the latest equipment , These equipment may not be available to domestic supply chain enterprises , Of course, Apple will also have additional requirements , That is, supply chain enterprises need to provide the latest technology to Apple .

Two 、 The domestic supply chain may have a hard time without Apple orders

As mentioned above , Only when it supplied components for apple did it make a better profit , BOE's profits soared after becoming an apple supplier , This shows that becoming an apple supplier can really live a good life .

In today's environment, it seems that this possibility is increasing , The average price of the largest domestic mobile phone brand is only 1100 yuan , The average price of the other two domestic mobile phone brands is only 1600 yuan , Only by relying on low-cost domestic mobile phones can we obtain a large market share in the overseas market .

However, nowadays, the life of domestic mobile phone brands in overseas markets is becoming more and more difficult , The Indian market 、 There is bad news for domestic mobile phone brands in the European market , This means that domestic mobile phone brands may shrink in overseas markets , In this case, the income that domestic mobile phones can bring to the domestic supply chain will also shrink .

In this case , If apple leaves the Chinese market , The domestic supply chain is even worse , Income will shrink further , The blow to the domestic supply chain will be very big . In fact, this year , The domestic supply chain can survive , Mainly rely on apples , Domestic mobile phones have cut orders 2.7 Billion parts , Apple is increasing orders , It can be seen that the importance of apple to the domestic supply chain is strengthening .

In general, the domestic supply chain is increasingly dependent on Apple , The contribution of domestic mobile phones to the supply chain is decreasing , Apple will only become more and more important to the domestic supply chain ; contrary , As apple moves to Vietnam 、 Indian transfer , It is gradually driving the growth of local supply chains , In the future, the dependence on China's supply chain will gradually decline .

So when the media continue to call for domestic supply chains to reduce their dependence on Apple , Domestic supply chains rarely respond , Whether Apple or domestic mobile phones bring them more profits , They know , Will not follow the call of the media , After all, the media just say goodbye , Supply chain enterprises have to rely on performance .