不是逃离是重构

【Apple 'leaving', is Chinese manufacturing really in danger?】

Without a word, Cook suddenly took action! Apple announced that it will massively shift its iPhone production lines to India, while iPad and Mac production will be handed over to Vietnam. The signals behind this move are immense.

Don’t be fooled by the surface-level 'tax avoidance'; the essence is the restructuring of the supply chain under the Sino-American game. According to the latest financial report, in just one quarter, Apple was hit with $900 million in tariffs by the U.S. — even Cook couldn’t withstand it, so he simply 'started anew'.

So the question arises: Are Chinese factories going to cool down?

Let’s not jump to conclusions yet.

Indeed, the Apple orders for Chinese manufacturing giants like Foxconn and Pegatron are under short-term pressure, but 'Apple manufacturing' isn’t something just anyone can take over. The mature supply chain, efficient workers, and robust infrastructure that China has built up over the past 20 years cannot be replaced by India's policies or Vietnam's low wages.

More critically, Apple in China is not just about 'manufacturing', but also about 'market'. Against the backdrop of a global growth slowdown, the Chinese market remains a 'profit highland' for Apple. Do you want to completely 'escape'? That would cut off your own retreat.

We must see that this is not Apple 'abandoning China', but rather a global tech giant's **'diversified decentralization self-preservation strategy'**: if one factory has a problem, another can take over. This is not about de-Chinafication, but rather about reducing single-point dependency.

In the future, Apple may have 'Indian-made' iPhones and 'Vietnam-made' iPads, but as long as Apple still wants to make money, it will never be able to part with the endorsement of 'Chinese intelligent manufacturing'.