币圈猫咪
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【Apple's 'Departure': Is Chinese Manufacturing Really in Danger?】
Without a word, Cook suddenly took action! Apple announced it will significantly shift its iPhone production lines to India and hand over iPad and Mac production to Vietnam. The signal behind this move is quite substantial.
Don't be fooled by the surface reason of 'tax avoidance'; the essence is the restructuring of the supply chain under the US-China game. According to the latest financial report, in just one quarter, Apple was hit with $900 million in tariffs by the US — even Cook couldn’t withstand it and simply decided to 'start anew'.
So, the question arises: Are Chinese factories going to suffer?
Let’s not rush to conclusions.
Indeed, orders from Chinese assembly giants like Foxconn and Pegatron are under short-term pressure, but 'Apple manufacturing' is not something anyone can just take over. The mature supply chain, efficient workers, and strong infrastructure that China has built over the past 20 years cannot be replaced by India's policies or Vietnam's low wages.
More importantly, Apple in China is not just about 'manufacturing', but also about 'market'. Against the backdrop of global growth slowing, the Chinese market remains a 'high-profit land' for Apple. Do you want to completely 'escape'? That would be cutting off your own retreat.
We must see that this is not Apple 'abandoning China', but rather the global tech giants' **'diverse and decentralized self-preservation strategy'**: if one factory has issues, another can step in. This is not de-Sinicization, but a move away from single-point dependence.
In the future, there may be 'India-made' iPhones and 'Vietnam-produced' iPads, but as long as Apple wants to make money, it will never be able to part ways with the endorsement of 'Chinese smart manufacturing'.
Without a word, Cook suddenly took action! Apple announced it will significantly shift its iPhone production lines to India and hand over iPad and Mac production to Vietnam. The signal behind this move is quite substantial.
Don't be fooled by the surface reason of 'tax avoidance'; the essence is the restructuring of the supply chain under the US-China game. According to the latest financial report, in just one quarter, Apple was hit with $900 million in tariffs by the US — even Cook couldn’t withstand it and simply decided to 'start anew'.
So, the question arises: Are Chinese factories going to suffer?
Let’s not rush to conclusions.
Indeed, orders from Chinese assembly giants like Foxconn and Pegatron are under short-term pressure, but 'Apple manufacturing' is not something anyone can just take over. The mature supply chain, efficient workers, and strong infrastructure that China has built over the past 20 years cannot be replaced by India's policies or Vietnam's low wages.
More importantly, Apple in China is not just about 'manufacturing', but also about 'market'. Against the backdrop of global growth slowing, the Chinese market remains a 'high-profit land' for Apple. Do you want to completely 'escape'? That would be cutting off your own retreat.
We must see that this is not Apple 'abandoning China', but rather the global tech giants' **'diverse and decentralized self-preservation strategy'**: if one factory has issues, another can step in. This is not de-Sinicization, but a move away from single-point dependence.
In the future, there may be 'India-made' iPhones and 'Vietnam-produced' iPads, but as long as Apple wants to make money, it will never be able to part ways with the endorsement of 'Chinese smart manufacturing'.
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