Years ago, if a supplier could tap into Apple's supply chain, there would be endless riches. Because when you enter the supply chain of Apple, it means that your strength has been recognized by Apple and you can get countless orders from Apple. Foxconn and Pegatron are two examples of contract manufacturing giants that have been living off Apple's orders for years.
But joining Apple's supply chain is also a double-edged sword, because the higher you get from Apple, the harder you fall. Ophil, who helped make lens modules, is a very vivid example. Since Ophil was kicked out of the supply chain by Apple, its financial report directly changed from an expected profit of 900 million yuan to a loss of 70 million yuan. It is conceivable how serious the consequences are.
There are 34 other similar suppliers in China, and all of them have suffered losses of varying degrees due to being kicked out by Apple, which has also attracted comments from state-run media
"You have to identify and master your core technology so you don't get pushed around by the nose."
. After all, domestic suppliers cannot simply rely on such a company. Only with their own core technology can they have more say and go further.
Two big Chinese companies rejected Apple
In recent years, there have been media reports in the industry that Apple Inc. wants to enter the field of new energy vehicles, and Apple's "Titan" plan has been repeatedly exposed by the media. And in the midst of new energy vehicles, battery, motor, electric control is the core technology, according to Reuters news report, the company in order to solve the problem of new energy car battery, found the domestic two giant byd battery and ningde era, hope byd can go to USA and ningde era and apple, But Apple has been rebuffed by both companies.
Why do BYD and Ningde Times agree
Turn down Apple's request for cooperation? The reason is very simple. On the one hand, Apple requires BYD and Ningde Times to set up factories in the United States, which will cost a lot, and it is unclear whether Apple's new energy vehicles will be stable enough to generate long-term battery orders.
And TSMC, Foxconn these have received the request to set up factories in the United States, a clear-eyed people also know that it must be easy to go back, who will suffer these losses? If it really wants to cooperate with BYD and Ningde Times, even if Apple plans to build cars in the U.S., shouldn't it import batteries? Rather than requiring BYD and Ningde to build factories in the United States.
In addition to these two reasons, it is estimated that BYD and Ningde Times have another fear, that is to become the next Ophil Light. After all, joining Apple's suppliers can bring good benefits, but also become Apple's "puppet", as long as Apple kicked out of the supply chain will suffer huge losses. Reuters also reported that
The main reason why BYD and Ningde Times refused to cooperate with Apple was that they did not want to set up a dedicated service team for Apple and set up a factory in the United States.
The report also pointed out that if Apple fails to reach an agreement with BYD and Ningde Times, it will have to consider cooperating with Japan's Panasonic Battery.
Write in the last
As the light of domestic products, Ningde Times and BYD occupy 32.5% and 14.7% market shares respectively in the global battery market of new energy vehicles. They are worthy of being the battery giants of new energy vehicles. Byd also has its own new-energy vehicles, which account for 5.4% of the market.
In the future, only when more domestic enterprises like Ningde Times and BYD concentrate on core technologies can they have a foothold in the global market. I also hope that the decision made by Ningde Time and BYD will serve as a warning to more domestic companies, not to rely on others, but to have their own vision and ability. Let's give praise to Ningde Times and BYD!