Cook values the Chinese market, but Apple quietly "de Chinese", and the results are very realistic!

For the Chinese market, Apple CEO Cook attaches great importance and has repeatedly expressed his importance to the Chinese market in financial report conference calls. Cook's actions further demonstrate his importance to the Chinese market.

Recently, Cook visited China again. This is his second visit in 2023. At the China Development Forum held at the end of March this year, Cook appeared at the forum and expressed his great pleasure to be able to come to China in Apple's 30th year in China.

This time, Cook arrived in Chengdu. He first captured the night view of the Anshun Corridor Bridge using his iPhone 15 ProMax, and then went to the Taikoo Li Apple store to watch passersby play "King of Glory". Before leaving, he also left behind a donation of 25 million yuan.

Cook's actions show that the Chinese market is extremely important to Apple,The Chinese market has become a piece of cake that Apple must maintain stability, and there should be no significant changes,Cook's frequent visits to China are also aimed at making the Chinese market more stable.

On the one hand, Cook attaches great importance to the Chinese market, and Apple cannot lose its share in the Chinese market. On the other hand, Apple is secretly "de Chinese".

According to a report from the Nikkei Chinese website,Only 2% of the parts supplied by Chinese Mainland for the latest iPhone 15 ProMax.

The Nikkei Chinese website also clearly pointed out that the proportion of American parts is about 33%, ranking first, followed by the proportion of Korean parts is about 29%, the proportion of Japanese parts is 10%, ranking third, the proportion of parts supplied by Taiwan, China is 9%, and the proportion of parts supplied by Chinese Mainland is only 2%.

Prior to this,The proportion of spare parts supplied by iPhone 14 in Chinese Mainland is 3.8%, that of iPhone 13 is 4.5%, and that of iPhone 12 is 4.7%.

The conclusion of this data is very clear, which is that Apple's supply chain is really de Chinese.

During this process, many Chinese companies in Apple's supply chain were suddenly abandoned by Apple and went through a very difficult period of time, such asOufei Guang suffered a blood loss of over 2.6 billion yuan in 2021 due to being kicked out of the fruit chain by Apple.

It is infuriating that Cook, who is obsessed with earning money from the Chinese market, not only wants Apple's supply chain to be de Chinese, but even the assembly and production process to be separated from China. The number of iPhones assembled domestically is also decreasing.

There are reports showing that,In 2022, the proportion of iPhones assembled in China dropped to 96%,But in 2020, the proportion of Chinese assembly was still over 98%, which means that the number of iPhones assembled in India is continuously increasing.

Institutional predictions,The proportion of iPhones assembled in India this year will exceed 7%.

According to Apple's plan,By 2025, 25% of production will be transferred to India, with the goal of India replacing China as the new apple production center in the future.

However, Cook Wanwan, who was determined to go Chinese and relocate his factory to India, did not expect the ultimate result to be very realistic. India cannot replace China as the production center of Apple in the short term.

Although India has become the world's largest exporterThere are obvious shortcomings in the local industrial chain and population quality in India, resulting in unsatisfactory local supply and yield rates for Apple,Because Apple's vision is zero defects.

To achieve the goal of zero defects, currently only Chinese factories and populations are close to this goal, while Indian factories can only achieve 50%. The ultimate result isThis year's iPhone 15 series has encountered various quality control issues.

From the online exposure of phone defects, it can be seen that the iPhone 15 series has a series of issues such as camera lens dust, display screen misalignment, and green screen.

Some netizens believe that some of the first models of the iPhone 15 series were made in India for mainland box sealing, and the existence of so many defects is due to their relationship with Indian manufacturing.

For Apple, hastily implementing "de Chinese" will inevitably have to pay for it. The current issue with Apple's yield rate is a good proof, andApple's de localization in China will only make domestic consumers more supportive of domestic brands.

The vast majority of components of Huawei Mate60Pro have been localized, including chips, screens, systems, etc., with a localization rate of over 90%. Companies such as Xiaomi and vivo have also officially announced the news of their self-developed systems.

I believe that as the localization rate of domestic brands continues to increase, consumers' willingness to purchase domestic products will also further increase. At that time, Apple may follow the old path of Samsung in the Chinese market. What do you think of this? Feel free to comment, like, and share.