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Domestic mobile phones and the supply chain are facing disaster, and the supply chain begins to move closer to Apple for warmth

Posting time:2023-02-05 07:32:29

Domestic mobile phones and the supply chain are facing disaster, and the supply chain begins to move closer to Apple for warmth

Recently, it has been reported that Wingtech Technology, one of the top two domestic mobile phone ODM manufacturers, has received orders for Apple's MacBook. Wingtech's Kunming factory plans to recruit 6,000 employees to prepare for the production of MacBooks, which highlights that the domestic mobile phone supply chain is rushing to Apple. It is a helpless choice in the current environment to move closer to survive. The domestic mobile phone and the domestic supply chain parted ways, because the domestic mobile phone in the first half of this year generally had a difficult time. Data shows that the mobile phone shipments in the domestic market fell by more than 20% in the first half of this year, and the domestic mobile phone in the overseas market is facing the impact of many factors There was also a decline, which led to a massive cut of 370 million domestic mobile phones. In the second quarter of this year, the days of domestic mobile phones are even more difficult. Mobile phone shipment data in the global market shows that Samsung and Apple have both achieved growth. Only the shipments of the top three domestic mobile phones have fallen by more than 20%, and mobile phone sales are difficult. This has led to a rapid decline in the profits of domestic mobile phones. The results announced by a listed domestic mobile phone show that the net profit in the first quarter of this year almost halved. Recently, foreign media predicted that the revenue of the mobile phone company will further decline, while the net profit has dropped by nearly one-third month-on-month. And the year-on-year decline may plummet by two-thirds. The domestic mobile phone itself has a difficult life, and they naturally have to take the supply chain to operate, so they quickly reduce the orders for the domestic mobile phone supply chain, resulting in the domestic mobile phone supply chain under heavy inventory pressure. In the first quarter of this year, the inventory of some domestic chip companies has increased by nearly 20%. In Q2, the inventory of domestic chips has further increased, RF chips and power chips have nearly doubled, and the inventory of other types of chips is also rising. The domestic mobile phone quickly transmitted the pressure to the domestic mobile phone supply chain, which triggered a debate in the industry. The encounter between the domestic mobile phone and the domestic mobile phone supply chain was laughed at as a disaster, and the domestic mobile phone faced difficulties in obtaining 5G radio frequency chips. Calling on domestic radio frequency chip companies to develop 5G radio frequency chips to solve the problem, but now the domestic supply chain is quickly thrown away as a used up stinky footcloth. Compared with the tragic situation of domestic mobile phones, Apple's performance this year is much better. Apple's global shipments in Q1 and Q2 increased by 8% and 12.9% respectively. Shipments are growing against the trend, making Apple an eager customer in the Chinese mobile phone industry chain. In fact, the previous performance of BOE and OFILM also showed that Apple is more kind-Apple can make more profits for the domestic mobile phone supply chain. BOE’s profit after becoming Apple’s supplier in 2021 is equivalent to the sum of the previous ten years. After Oufeiguang lost Apple’s orders, its revenue fell by 40%, while its net profit plummeted by 90%, which proves that it has become an Apple supplier. Only in order to obtain more profits, domestic mobile phones can give very limited profits to the domestic supply chain. Apple can give more profit to the domestic mobile phone supply chain because of its stronger ability to make money. The data given by the analysis agency shows that it accounts for more than 60% of the global mobile phone market profits, while its share of the global mobile phone market is less than 20%; Its performance in the second quarter of this year showed that its net profit reached 23.4%, while the two domestic mobile phone companies that announced their results have always struggled to break through the 10% net profit margin. Nowadays, domestic mobile phones are shivering in the cold wind. They are too busy to take care of themselves, and they have quickly abandoned the domestic mobile phone supply chain. The domestic mobile phone supply chain needs to move closer to Apple for warmth. This also explains why the domestic mobile phone supply chain has become Apple's supplier. It is extremely difficult, but they have always regarded this as the highest goal, and Wingtech has obviously become another domestic mobile phone supplier that has successfully won the favor of Apple. The relationship between the domestic mobile phone supply chain and Apple reflects the dependence of the domestic mobile phone supply chain on Apple, and proves Apple's role in promoting the domestic mobile phone supply chain. The rapid technological progress of the domestic mobile phone supply chain in the past ten years cannot be separated from Apple's Support, and domestic mobile phones only enjoy this kind of results but did not give much help to the domestic mobile phone supply chain.

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