It is difficult for Chinese consumers and industrial chains to leave apple, and iPhone has too much influence

Fox News and other media reports , Apple and cook are evaluating the impact and consequences of Apple's abandonment of the Chinese market , This move caused shock in the industry , After all, apple is now too important for Chinese consumers and the Chinese industrial chain .

For Chinese high-end consumers , Now iPhone Has become their first choice , from 2020 year Q4 since iPhone In China, the share of mobile phone market has repeatedly reached new highs ,2021 year Q4 Apple even won the first place in China's mobile phone market , This is apple from 2015 year Q4 After winning this place , Time interval 6 Regained this position in .

Since the beginning of this year, the sales of mobile phones in the domestic market have been declining -- In the first half of the year, the sales of mobile phones in the domestic market fell 21%,iPhone The sales volume of has increased against the trend ,4 The month was iPhone Off season sales ,iPhone But it has won the first place in China's mobile phone market ;618 Great promotion period ,iPhone Sales account for half of mobile phone sales , UBS said 6 month iPhone Sales in the Chinese market have increased 2 More than double , and 6 Mobile phone shipments in the domestic market rebounded in January, but only increased by less than 10% .

These data show that domestic consumers are iPhone The dependence on is increasing , They have already iPhone As a first choice ; stay iPhone In the case of continuous hot sales , Domestic high-end mobile phones are difficult to sell , The domestic flagship mobile phone released this year had to be sold at a large price within a few months of its listing , Some domestic flagship mobile phones even 4 The price will be reduced by 1000 yuan every month .

Domestic consumers are more recognized iPhone, lie in iPhone Leading edge in software and hardware ,A Its processor is two years ahead of domestic mobile phones ; As for taking pictures , Domestic mobile phones like to DXOMARK Positive their leading edge , However, nowadays consumers have not recognized the parametric theory of domestic mobile phones , More recognized iPhone Photography technology ; The last one is iPhone More secure , Domestic mobile phones constantly push advertisements to consumers and cram a large number of software into them, making users unbearable .

For China's industrial chain , Apple's influence is even greater , Although domestic media circles like to say that domestic mobile phones have accounted for more than 50% of the global mobile phone market , They can provide sufficient support for the domestic mobile phone industry chain , However, from the actual situation , The profit of domestic mobile phone industry chain mainly comes from Apple .

This shows the importance of apple from the three companies that have attracted much attention at present . First of all, oufeiguang , Oufeiguang still has profits before being kicked out of Apple's supply chain , After being kicked out of Apple's supply chain, the revenue fell by 40%, but the profit fell by 90% , Then it got into a loss ; BOE is in 2021 Became an apple supplier , The profit obtained in this year is equivalent to that before 10 The sum of the net profit of ; Weijie Chuangxin is the largest RF in China IC Enterprises , Have been losing money before listing , Its customers are all domestic mobile phone enterprises .

The performance of these enterprises can show that apple can make more profits for the domestic mobile phone supply chain , The profit that domestic mobile phones can bring to the supply chain is too limited . Because of this fact , As a result, the domestic media frequently advocated that the domestic supply chain should get rid of Apple's dependence , The domestic supply chain is silent , But in action, it actively moves closer to Apple , They use actions to illustrate the importance of apple to them .

In fact, industry chain insiders point out that Apple will not only make more profits to the supply chain , Apple will also help the supply chain improve its technology , Even take the initiative to provide advanced equipment for supply chain enterprises , However, these advanced equipment may not be available to supply chain enterprises 、 Affordable , Of course, Apple also has additional conditions , That is, Apple will require supply chain enterprises to give priority to providing innovative technology to it .

Said the benefits of apple to the supply chain , Of course, there are also risks , Under the high pressure of Apple , Supply chain enterprises have to bear the inventory of components and occupy a lot of money , Investing heavily in research and development may be abandoned because the new technology developed cannot meet Apple's requirements , As such, the former supplier of sapphire glass GTAT I was attracted by apple and invested heavily , result GTAT Sapphire glass was discarded because it did not meet Apple's requirements ,GTAT He went bankrupt quickly because of huge debts , And two OEM companies, quanta and Compal, chose to flee voluntarily because of the low profit of Apple OEM .

It can be said that Apple's products have an important impact on Chinese consumers and Chinese supply chain , According to their opinions on domestic mobile phones and iPhone And increasingly tend to iPhone, China's supply chain is considering Apple Based on profit , It's getting harder for them to leave Apple .