Is China General of Apple fans strongly sought after of Apple, in to China related industry firmly into its industry chain system of while, makes China generation workers Enterprise stacked wood type of economic output brings of industry benefit is insignificant, also further deterioration has China peer of acquired environment; China has became Apple industry chain in the maximum also most important of manufacturing base, but while, is most no discourse right of a groups. Local enterprises due to lack of core technology and key products, rely heavily on foreign technology innovation, profitability is limited and squeezed. How to change as soon as possible in the global top-tier Division patterns in the awkward position, especially worthy of our serious consideration and to take effective action.
"Powder" fanaticism and the transformation of Cook time.
China is the world's second-largest market for Apple, millions of Apple fans in China ("powder") on Apple's obsession with and contribution to its performance widely known. Represented by Foxconn China enterprises is important part of support apples world industries Empire. However, in the era of jobs, the Chinese market has long been indifferent, not only jobs I had never visited China, and the Chinese market had been treated far less than the US and Europe and Japan.
Now, after Steve jobs of Apple farewell proud and paranoia, originally holding the comparative advantage, competitive advantage and sustainable competitive advantage are mercilessly cut. In fact, after his death, Apple have also launched several products of poor. Unless the market alternatives, and inertia of the existing consumer consumption is relatively stable for the moment, Apple is likely to encounter the market of Waterloo. It can be said that Cook is under the leadership of Apple consumption many jobs left the dividend, but too much of this play bonus may not be sustainable.
Although platform consolidation, market value and profitability indicators to measure, Apple still in the coming period members of the world. But who can guarantee today, Nokia is not Apple tomorrow or the day after tomorrow? Strategy of Nokia is to review its own negligence, to raise the level of research and development, improve the consumer experience. Maybe one day Nokia can also recover lost ground. The other hand, most likely in the coming years become the Apple of the world's largest consumer market in China, on the Apple Empire maintenance is particularly important. It is based on the above considerations, Cook changed the past executives to ignore China's practices.
Apple's mysterious and deindustrialization of industry chain.
Apple's change of attitude towards China, despite the possible promotion of consumer welfare and the development of related industries in China to some extent, but the industry itself is not too much significance. Over the years, not a multinational enterprises can easily ignore the Chinese market and consumers. Example of Google operations in China, I believe Apple senior should know. So, no matter how nice the Cook said during, fundamental change trying to cure it in the vulnerable position of Apple in the global industrial chain in China's strategic intentions.
In my view, is China's vast "powder" is highly sought after by Apple, firmly into the system of the industry chain and related industries in China, while Chinese foundry enterprises of stacked wood industry benefits of economic output was insignificant, has further worsened the survival of the Chinese environment. Reports that Apple has created a sophisticated, mysterious world of industry chain, the chain binding the industry's top companies in the world, which is 24 hours for building the Empire State building blocks. For example, on January 15 this year, Apple announced the list of 156 leading suppliers worldwide, which contains a number of Chinese enterprises. Thanks to become the Apple of "wage earners", many of the company's shares have risen. Incomplete statistics, China Apple industry chain has become the largest and most important manufacturing base, but at the same time, and most did not say in a group, because the giant manufacturing base margins negligible. According to the Apple iPad value chart show, two of the biggest costs are raw materials and Apple's own profit margin. While the iPad is assembled on the Mainland, but in fact value around 2% per cent of the cost of labor. Apple iPhone to get more profitable, the famous manufacturing giant Foxconn, value chain benefit only from the iPhone 1.8%.
Apple building industry chain in China highlight the dilemma of related industries international division of labor in China position. China's manufacturing competitive products are basically concentrated in areas of low value-added products, the vast majority of industries still at the end of the chain in the international division of labour. According to the product value chain "smile curve" principle study on both ends of the production value of more reflected in the product design and sales promotion, and added value of the production, processing, Assembly of intermediate links lowest. However, both belong to the labour-intensive manufacturing industries and in the high-tech industry exists in varying degrees of the following conditions: that local company due to lack of core technologies and core product, relies heavily on foreign technology innovation, profitability is limited and squeezed. In some areas of advanced manufacturing industry, multinational corporations through the vertical division of labor within the product chain, investing in China for production of low value-added parts and machine Assembly and imports unite technologies of high value-added parts, most of the profits are foreign investors away. As a result, there have been serious phenomena of de-industrialization: that is, technology-intensive industry does not have the core technology, forming technology dependence on transnational corporations, which have the worsening terms of international trade, technology and is prone to.
According to reports, Apple in the future China's strategic goal is the unity of China smartphones, tablets, and other terminal markets, if that is the case, for Chinese mobile phone manufacturer, will be a fatal blow.
Due to Apple as a representative of foreign control over the core technology, China-related industries in the international division of labor in the benefit level is not high, also weakened the local initiative in enhancing independent innovation ability of enterprises, industrial development and is prone to. Therefore, when represented by Apple's growing penetration of foreign-funded enterprises into each capillary that important industries in China, if China did not form its own core technology capacity of local industry, do not have their own intellectual property rights, do not have their own brand, does not occupy the top link in the value chain, the local industry in China can only be reduced to low-quality high consumption and low value-added industries in the chain!
China should improve industrial Division status as soon as possible.
Also of deep concern, and now, to large, intelligent manufacturing revolution represented the third Super and wireless network technology revolution that is United States and seen fact. If above three large technology for representative of revolution to set off new a round across industrial revolution, plus to Apple for representative of platform economic accelerated extends market boundary, global has may in future 10 years in build out to became world economic growth new engine of Super industry system, and United States still leading of Development Foundation, and financial service advantage and rich of technology industrialization experience, also has may makes United States in occupies the Super industrial revolution commanding heights of while, again cutting global Division and wealth map.
For China, must change deindustrialization situation as soon as possible, but also to step up efforts to cultivate a group of leading super enterprises of the industrial revolution. China must in innovation environment, and financial service, and policy supporting and technology industrialization, area as soon as possible lessons, as soon as possible reduced market access threshold, promote elements price market reform, fired market main of camp commercial endowment and technology innovation enthusiasm, to in relates to China future international division status of key industry area breakthrough core technology bottleneck, formed industrialization, eventually build a to support China economic long-term competition advantage of Enterprise cluster.
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