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JINYONG86 : apple   27

Tencent Quietly Offers a Cut of WeChat's Revenues to Apple
nched Mini Programs for WeChat in early 2017. These streamlined versions of mobile apps ran within WeChat, and effectively gave Tencent a mobile app ecosystem which was detached from iOS and Android.

WeChat's total number of Mini Programs topped one million in 2018, making it roughly half the size of Apple's App Store in China. Tencent stated that daily active users (DAUs) for those Mini Programs rose 45% annually to 300 million last quarter.
tencent  apple  paywall  china 
8 weeks ago by JINYONG86
焦点分析 | 富士康印度工厂停摆,苹果手机还是得中国造_36氪
催动变革的一个最直接的原因是中美摩擦——在中国组装好的 iPhone 在进口美国时可能要承担附加关税,这给富士康和苹果带来成本危机。根据年报,在苹果的长期资产中,中国资产占到了 30% 以上。这些长期资产主要指的是产品加工和制造设备、零售商店以及相关基础设施。

第二个原因是新兴市场正在通过加增关税的方式逼苹果来建厂。以印度为例,这个国家在过去两年里,先给所有从国外进口的手机整机加增 10% 的基本关税,再将关税从 10% 提高至 15%,再从 15% 提高至 20%。

在小米等中国手机公司拆整为零,不进口整机而进口零件,然后在印度境内组装后,印度政府又开始对手机核心零部件征收 10%-15% 的关税,逼它们直接在印度国内买零件。

苹果的境遇也一样,要么在印度建厂,要么承担高出来的关税成本,要么把印度市场拱手让人。

焦点分析 | 富士康印度工厂停摆,苹果手机还是得中国造

图片来源:visual hunt

第三个原因是中国人力成本的上升。中国统计局数据显示,中国制造业工人的平均年薪在 2012 至 2017 年期间,上涨了 50%。而印度的工人薪金比中国便宜约三分一。

最后,中国市场正在被更急眼的竞争对手吞食。2019 年下半年,特朗普的一纸禁令使得华为手机海外销售大受影响,逼得华为反过来猛攻国内市场,包括苹果在内的其他手机品牌在国内的份额被大大吞食。
foxconn  manufacturing  india  china  apple  vietnam  brazil  EMS 
11 weeks ago by JINYONG86
Apple Is Buying Intel's Modem Unit to Control Its 5G Destiny | WIRED
Apple said it is buying the Intel unit that makes smartphone modems. The deal allows the iPhone maker to further customize the components inside its devices.
apple  intel  5g 
july 2019 by JINYONG86
最前线 | 华为打算向苹果出售5G基带芯片,苹果敢要吗?
目前全球拥有有5G基带芯片产品的厂家只有高通、三星、华为和联发科等四家。此外,苹果和英特尔均在研发5G基带芯片。
5G  huawei  apple  qualcomm  mtk  intel  samsung 
april 2019 by JINYONG86
Think Being an Apple Supplier Is a Boon? Not so Fast. — The Information
ations, these people say. In the first year of production for its AirPods, Taiwanese supplier Inventec was Apple’s lone assembler of the company’s wireless in-ear headphones.

The next year, Apple added a second assembler,
apple  supplychain 
march 2019 by JINYONG86

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