超级大满贯

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富士康印度工厂停摆,苹果手机还是得中国造

富士康频频传出去海外建厂的消息,但很多备受瞩目的项目并没有像预期中的那样顺利落地,而是胎死腹中。

  2中国市场的收紧让苹果更急于寻找海外的新兴市场,但苹果在印度和巴西两国生产的产品只是用来满足当地需求。

  3印度缺少供应链和基础设施。大量存在的廉价劳动力是天然的资源,但公路、铁路、供水设施和完整的供应链要花费这个国家大量的时间去建造。

  4苹果对中国的依赖在逐渐加深而非减少,在中国增加的苹果代工厂远超过中国以外。

超级大满贯  JIBAXIYUMEIGUODEJIANCHANGJIHUAYUZUHOU,FUSHIKANGZAIYINDUDEXINCHANGYEBUDASUANKAILE。

  1 YUE 7 RI,YINDUMAHALASHITELABANG(Maharashtra)GONGYEBUZHANGSUBASHEN·DESAI(Subhash Desai)CHENG,YUFUSHIKANGZAIDANGDIHEZUOJIANLIDIANZICHANPINZHIZAOGONGCHANGDEJIHUAYIJINGQUXIAO。

  GENJUDESAIDESHUOFA,FUSHIKANGYIJUEDINGBUZAIXIANG 2015 NIANYUZHENGFUQIANSHUDEXIEYIZHONGSUOXIEDENEIYANG,ZAIYINDUTOUZI 50 YIMEIYUAN。ERQUXIAOHEZUODEYUANYIN,SHI“FUSHIKANGYUPINGGUOGONGSICHANSHENGLENEIBUJIUFEN”。

超级大满贯  FUSHIKANGCENGYUYINDUDACHENGXIEYI,JIHUADAO 2020 NIANZAIYINDUJIANLI 10-12 GEGONGCHANG,YONGYUXIAOFEIDIANZICHANPINDESHENGCHAN。DANJUDESAISUOSHUO,“FUSHIKANGDANGCHUZUOCHUDETOUZICHENGNUOMEIYOUDUIXIAN,JIANGLAIYEBUHUIDUIXIAN。”

超级大满贯  FUSHIKANGSUIHOUHUIYINGCHENG,“YUPINGGUOCHANSHENG‘NEIBUJIUFEN’DEBAODAOSHIBUZHENSHIDE,YINDUDESHENGCHANJIHUAZHENGZAIXIANGQIANTUIJIN。”DANBINGMEIYOUFOURENXINCHANGBUDASUANKAILEDESHUOFA。

  ZHEILIANGNIANFUSHIKANGPINPINCHUANCHUQUHAIWAIJIANCHANGDEXIAOXI,DANHENDUOBEISHOUZHUMUDEXIANGMUBINGMEIYOUXIANGYUQIZHONGDENEIYANGSHUNLILUODI,ERSHITAISIFUZHONG。

超级大满贯  2011 NIAN,FUSHIKANGJINRUBAXI,JIANCHENG“QUANSHIJIEDIERDAGUIMODEPINGGUOSHENGCHANXIAN”,2017 NIANCAIYUANJIANGCHANNENG;2014 NIAN,FUSHIKANGJIHUAZAIYINNITOUZI 10 YIMEIYUAN,2015 NIANYIN“TUDIWENTI”ERJUEDINGBUJIXUJINXINGTOUZI;2018 NIAN,FUSHIKANGZONGCAIGUOTAIMINGYUTELANGPUYIQIWEIMEIGUOWEISIKANGXINGZHOUDEXINCHANGJUXINGDONGGONGYISHI,2019 NIAN,GAIGONGCHENGCHUANCHUTINGBAIDEXIAOXI。

超级大满贯  XUYAOZHUYIDESHI,SUIRANKUNNANZHONGZHONG,DANFUSHIKANGDECHUHAIDAJIBINGFEIQUANPANJIESHU。GENJUJITOUZIZHEDEJIANBAO,FUSHIKANGZAIBAXI、MOXIGE、RIBEN、YUENAN、YINNI、JIEKE、MEIGUOHEAODALIYADENGGUODOUSHEYOUGONGCHANG。

超级大满贯  ZHIBUGUOZHEIXIEGONGCHANGDADUOBINGBUSHENGCHANPINGGUOGONGSIDECHANPIN,HUOZHECHANLIANGFEICHANGXIAO。ERPINGGUODESHENGYIQIAQIASHIFUSHIKANGZUIZHUANQIANDEYEWU。

  富士康为什么想把制造业带到海外去?

超级大满贯  “BUBASUOYOUJIDANFANGZAIYIGELANZILISHISHANGYEDEHUANGJINFAZE。”FUSHIKANGYINDUYEWUFUZEREN Josh Foulger SHUO。

  ZHEIHUAMEICUO。SHISHISHANGFUSHIKANGDABUFENDEJIDANYIZHIDOUJIZHONGZAIZHONGGUODELANZILI。2019 NIAN,FUSHIKANGXINRENDONGSHIZHANGLIUYANGWEICHENG,FUSHIKANGJINYUE 25% DESHENGCHANNENGLIWEIYUZHONGGUOYIWAIDIQU。

  DANSHIZHONGGUODELANZIZHENGZAIFASHENGBIANHUA。

超级大满贯  CUIDONGBIANGEDEYIGEZUIZHIJIEDEYUANYINSHIZHONGMEIMOCA——ZAIZHONGGUOZUZHUANGHAODE ZAIJINKOUMEIGUOSHIKENENGYAOCHENGDANFUJIAGUANSHUI,ZHEIJIFUSHIKANGHEPINGGUODAILAICHENGBENWEIJI。GENJUNIANBAO,ZAIPINGGUODEZHANGQIZICHANZHONG,ZHONGGUOZICHANZHANDAOLE 30% YISHANG。ZHEIXIEZHANGQIZICHANZHUYAOZHIDESHICHANPINJIAGONGHEZHIZAOSHEBEI、LINGSHOUSHANGDIANYIJIXIANGGUANJICHUSHESHI。

  DIERGEYUANYINSHIXINXINGSHICHANGZHENGZAITONGGUOJIAZENGGUANSHUIDEFANGSHIBIPINGGUOLAIJIANCHANG。YIYINDUWEILI,ZHEIGEGUOJIAZAIGUOQULIANGNIANLI,XIANJISUOYOUCONGGUOWAIJINKOUDESHOUJIZHENGJIJIAZENG 10% DEJIBENGUANSHUI,ZAIJIANGGUANSHUICONG 10% TIGAOZHI 15%,ZAICONG 15% TIGAOZHI 20%。

  ZAIXIAOMIDENGZHONGGUOSHOUJIGONGSICHAIZHENGWEILING,BUJINKOUZHENGJIERJINKOULINGJIAN,RANHOUZAIYINDUJINGNEIZUZHUANGHOU,YINDUZHENGFUYOUKAISHIDUISHOUJIHEXINLINGBUJIANZHENGSHOU 10%-15% DEGUANSHUI,BITAMENZHIJIEZAIYINDUGUONEIMAILINGJIAN。

超级大满贯  PINGGUODEJINGYUYEYIYANG,YAOMEZAIYINDUJIANCHANG,YAOMECHENGDANGAOCHULAIDEGUANSHUICHENGBEN,YAOMEBAYINDUSHICHANGGONGSHOURANGREN。

  图片来源:visual hunt

超级大满贯  DISANGEYUANYINSHIZHONGGUORENLICHENGBENDESHANGSHENG。ZHONGGUOTONGJIJUSHUJUXIANSHI,ZHONGGUOZHIZAOYEGONGRENDEPINGJUNNIANXINZAI 2012 ZHI 2017 NIANQIJIAN,SHANGZHANGLE 50%。ERYINDUDEGONGRENXINJINBIZHONGGUOBIANYIYUESANFENYI。

  ZUIHOU,ZHONGGUOSHICHANGZHENGZAIBEIGENGJIYANDEJINGZHENGDUISHOUTUNSHI。2019 NIANXIABANNIAN,TELANGPUDEYIZHIJINLINGSHIDEHUAWEISHOUJIHAIWAIXIAOSHOUDASHOUYINGXIANG,BIDEHUAWEIFANGUOLAIMENGGONGGUONEISHICHANG,BAOKUOPINGGUOZAINEIDEQITAZAIGUONEIDEFENEBEIDADATUNSHI。

  36 KEDEWENZHANG《2019,ZHONGGUOSHOUJIJINGBIAN150TIAN | SHENKE》JILULEZHEIYICHANGBIANGE。JUDIAOYANJIGOU Canalys BAOGAO,2019 NIAN Q3,HUAWEIZAIGUONEIZHINENGSHOUJISHICHANGDEFENEYIJINGDADAO 42%。TONGSHIQI,Counterpoint Research DEBAOGAOXIANSHI,HUAWEIZHANJULEZHONGGUOCHAOGUOBACHENGDEGAODUANZHINENGSHOUJISHICHANGFENE。

  SUIRANZAIZHONGGUOZHIZAODE iPhone BUJINJINMAIJIZHONGGUOREN,DANZHONGGUOSHICHANGDESHOUJINHAISHIRANGPINGGUOGENGJIYUXUNZHAOHAIWAIDEXINXINGSHICHANG,BIRUDONGNANYAHELAMEI,YEJIUYOULEGENGDUOLIYOUBAGONGCHANGKAIDAONEILIQU。

  富士康为什么很难在海外造苹果?

  1.ZHENGJUBUWEN,JINGJIXINGSHICHA

  BAXISHIFUSHIKANGCHUHAIZAOPINGGUODEDIYIZHAN。

  2011 NIAN,FUSHIKANGJINRUBAXI,XUANBULESHUSHIYIMEIYUANTOUZIJIHUA,BINGBIAOSHIJIANGBANGZHUBAXICHUANGZAOSHIWANGEJIUYEGANGWEI。ANZHAODANGDIMEITI Istoe Dinheiro DANGSHIDEBAODAO,ZAIBAXISHENGBAOLUOSHI,FUSHIKANGYIJINGJIANSHELEQUANSHIJIEDIERDAGUIMODEPINGGUOSHOUJISHENGCHANXIAN。

  DANDAO 2017 NIANSHI,FUSHIKANGJINZAIBAXIGUYONGLEYUE 2800 MINGGONGREN。ZUOWEIDUIBI,TONGSHIQIDEFUSHIKANGZHENGZHOUGONGCHANGGUYONGLEYUE 35 WANMINGGONGREN。

超级大满贯  WENTICHUZAISHENMEDIFANG?ZAIBAXI,FUSHIKANGDEBUDAOWENDINGZHENGJUDEZHICHI,YEDEBUDAOWENBUXIANGSHANGZOUDEJINGJIHUANJING。

  2011 NIANSHI,LIZHUZHICHIFUSHIKANGLAIJIANCHANGDEBAXINVZONGTONGDIERMA·LUOSAIFUZAI 2016 NIANCHENGWEILESHIJIESHANGDIYIWEIZAODANHEDENVZONGTONG,ZHENGFUCHENGNUOGUODEYIXIESHUISHOUYOUHUIBEIJIANSHAOHUOQUXIAO。

超级大满贯  CONGLUOSAIFUJIURENZONGTONGDE 2010 NIANKAISHI,BAXI GDP DENIANZENGZHANGSUDUCONGJIN 10% YILUXIAHUA,2012 NIANCHUXIANLELINGZENGZHANGDEJIAOZHEZHUANGTAI。SHIYELVHETONGZHANGLVYEZHENDANGZOUGAO,DAOFUSHIKANGGUANBI iPad SHENGCHANXIANSHI,YIJINGDADAOLEBAXILISHIGAOWEI。

  NEIMEFUSHIKANGZAIBAXIJIANCHANGLIUNIANDEXIAOGUORUHENI?

iPhone 在巴西发布的时间和价格 图片来源:counterpoint research

  YIKAISHI,JUBAXIMEITIGUJI,DANGDIZUZHUANGKENENGSHI iPad HUO iPhone DEJIAGEJIANGDIDUODA 30%,YINWEICIQIANBAXIDUIJINKOUZHINENGSHOUJIZHENGSHOUCHAOGUO 60% DESHUI。

  DANSHI,FUSHIKANGDECHUXIANBINGMEIRANGPINGGUOCHANPINDEJIAGEXIAJIANG。iPhone 6 FASHOUSHI,ZAIBAXIDESHOUJIABIMEIGUOSHOUJIAGAOLE 97%。SHENZHI,LIANANSHIFASHOUDOUZUOBUDAO。BAXIXIAOFEIZHEJIANDAO iPhone 4S SHI,YIJINGBIQUANQIUFASHOUSHIJIANTUICHILEZHISHAOLIANGGEYUE。

  2.JICHUSHESHIQUEFA,MEIYOUWANZHENGDEGONGYINGLIAN

  YINDUDEZHENGZHIJUSHIBIBAXIWENGU,JINGJIFAZHANSHITOUYEHAODEDUO。ERQIEZHEILIHAISHIZHINENGSHOUJIPINPAIBIZHENGDEZUIHOUYIKUAILANHAI。

  2015 NIAN,FUSHIKANGZAISILICHENGKAISHELEDIYIJIAYINDUGONGCHANG。ZHEILIGUYONGLE 1.5 WANMINGGONGREN,YINVGONGWEIZHU,RIXINZHIYOU 4 MEIYUANZUOYOU。DANTAMENZUZHUANGDEBUSHIPINGGUO,ERSHIXIAOMI。

  2017 NIAN,FUSHIKANGDEDIERJIAZHINENGSHOUJIGONGCHANGZAINANBUTAIMIERNADEBANG Sriperumbudur CHANYEYUANJIANLI,GUYONG 1.2 WANMINGYUANGONGBINGJUEDINGYU 2019 NIANSHOUCIZAIYINDUSHENGCHAN iPhone。

  2019 NIAN 10 YUE,YIGEBAOZHUANGHEBEIMIANYINZHE Assembled in India(YINDUZUZHUANG)DE iPhone XR ZHONGYUCHUXIAN,FUSHIKANGCHENGGONGZAIYINDUZAOCHULEPINGGUOSHOUJI。

图片来源:路透社

超级大满贯  DANSHIZAIZHEILICHANCHUDEPINGGUOSHULIANGXIANGBIQUANQIUDUIPINGGUODEXUQIUERYAN,ZHISHIBEISHUICHEXIN。LUTOUSHE 2019 NIAN 8 YUEJINGGUODIAOCHAHOUFABUDEBAOGAOXIANSHI,PINGGUOZAIYINDUHEBAXILIANGGUOSHENGCHANDECHANPINZHISHIYONGLAIMANZUDANGDIXUQIU,ERZAIZHONGGUOZENGJIADEPINGGUODAIGONGCHANGYUANCHAOGUOZHONGGUOYIWAI。

  GENJUPINGGUODESHUJU,ZAIZHONGGUO,DANSHIFUSHIKANGDEGONGCHANGJIUCONG 2015 NIANDE 19 CHUKUOZHANDAOLE 2019 NIANDE 29 CHU,LINGYIJIADAIGONGCHANGHESHUOZECONG 8 CHUKUOZHANZHI 12 CHU。ERQIETAMENSHISUIZHEPINGGUOZENGJIALEZHINENGSHOUBIAO、ZHINENGHEWUXIANERJIDENGCHANPINXIANERXINSHENGDE。

苹果在全球的主要组装厂分布 图片来源:路透社

超级大满贯  BUGUANGSHIZUZHUANGCHANG,ZAIGONGYINGLIANSHANG,PINGGUODUIZHONGGUODEYILAIYEZAIZHUJIANJIASHENERFEIJIANSHAO。LUTOUSHETONGJISHUJUXIANSHI,2015 NIANSHI,QISUOYOUGONGYINGSHANGDECHANGZHIYOU 44.9% ZAIZHONGGUO,DANDAO 2019 NIAN,YISHENGDAO 47.6%。

超级大满贯  XIANGBIZHIXIA,YINDUDEQUEXIANHENMINGXIAN——QUESHAOGONGYINGLIANHEJICHUSHESHI。DALIANGCUNZAIDELIANJIALAODONGLISHITIANRANDEZIYUAN,DANGONGLU、TIELU、GONGSHUISHESHIHEWANZHENGDEGONGYINGLIANYAOHUAFEIZHEIGEGUOJIADALIANGDESHIJIANQUJIANZAO。

  ZHENGRUBEIJINGYANJIUGONGSI Trivium China DECHUANGSHIHEHUOREN Andrew Polk SUOSHUODENEIYANG,“QUANQIUGONGYINGLIANSHIZHILIPOSUIDE,DANZHONGGUOZHIYOUYIGE。”

  ZAIZHONGGUODALU,PINGGUODEGONGYINGLIANJIHUDOUZAI 24 XIAOSHICHECHENGZHINEI,DANSHIFUSHIKANGDEYINDUGONGCHANG,XUDUOLINGJIANHAIYILAI 5800 DUOGONGLIWAIDEZHONGGUOGUANGDONGGONGYING。YOUYUJINNAISHIHEFUJINDIQUYANZHONGQUESHUI,FUSHIKANGDEYINDUYEWUFUZEREN Josh Foulger HAIYAOWEISHUQIANMINGGONGRENJIEJUEYONGSHUIWENTI。

  ZAIZHEIYANGDEHUANJINGXIA,YINDUDEDAIGONGCHANGKEYICHENGJIE Google Pixel ZHINENGSHOUJIDEDINGDAN,DANYAOJIEPINGGUODEDINGDANJIUYOUDIANMAFAN。YINWEIPINGGUOYAOQIUDECHUHUOLIANGGENGGAO,YAOBAOCHILINGHUOYEJIUGENGNAN。ZAIZHONGGUO,PINGGUOKEYIMEINIANSHENGCHANCHUSHUYIYIJIDESHOUJI,TONGSHIKEYIZHIWEICHIJITIANDEKUCUN,ZHEIRANGPINGGUOKEYIBAOCHIGENGWENJIANDEZIYOUXIANJINLIU。

  3.QUESHAOLIANJIALAODONGLI

  ZHIZAOYEXUYAODALIANGDELIANJIALAODONGLI。DANSHIYUENANMEIYOU,MEIGUOYEMEIYOU。

超级大满贯  YUENANDELAODONGLIBIANYI,DANSHIBUGOUDUO。ZHEIGEDONGNANYAGUOJIADEZONGRENKOUSHI 9554 WAN,ERZHONGGUOHENANSHENGDEZONGRENKOUSHI 10906 WAN。

  MEIGUODELAODONGLIBITADUOYIDIAN,DANSHIBUBIANYI。GUOTAIMINGWEIMEIGUOWEISIKANGXINGZHOUGONGCHANGYUANGONGDENIANXINCHENGNUOSHIDAYUE 5.3 WANMEIYUAN,ERGENJUFUSHIKANGZAIGUONEIGELEIZHAOPINWANGZHANSHANGDACHUDEGUANGGAOLAIKAN,ZHONGGUOPUTONGYIXIANGONGRENDEXINZISHIYUEXIN 3000 YUANZUOYOU。

  SUIRANGUOTAIMINGYIKAISHIJIUMEIDASUANZAIMEIGUOZAOPINGGUO——RUTASUOSHUO,FUSHIKANGZAIMEIGUOCHUANGZAODEGONGZUO,JIANGHUISHI“GAOKEJI、GAOXINSHUI、GAOQIANNENG、GAOJIAZHI”DEGONGZUO,ZHUYINGYEWUSHISHENGCHAN LCD YEJINGXIANSHIPINGMIANBAN,DANZONGSHIZHEIYANG,ZHAORENYESHIGEDAWENTI。

  ANZHAOZUIZAODEJIHUA,FUSHIKANGGONGCHANGJIANGZAI 2020 NIANDIGUYONG 5200 REN,BING“ZUIZHONGGUYONG 1.3 WANMINGYUANGONG”,RANER 2018 NIANNIANDI,GAIGONGSIZAIWEISIKANGXINZHOUJINGUYONGLE 156 MINGYUANGONG。

超级大满贯  2019 NIAN 2 YUE,FUSHIKANGGAOGUANGAOSUMEITIBUHUIZAIJIANSHEZHIZAOGONGCHANG。LIANGTIANHOU,SHUOCIYOUBIANLE,YINWEIGUOTAIMINGHETELANGPUJINXINGLE“SIRENTANHUA”。MEIGUOGONGCHANGKANQILAIYIJINGBUTAIXIANGSHIYIGEJIYUSHANGYELUOJIDECUNZAI,ERSHIYICHANGZHENGZHIYOUXI。

  CENGLIZHUZHICHIFUSHIKANGJIANCHANG,BINGCHENGNUOTIGONG 40 YIMEIYUANBUTIEDEQIANMEIGUOGUOHUIZHONGYIYUANYIZHANGBAOLUO·RUIAN(Paul Ryan)HEQIANWEISIKANGXINGZHOUZHOUZHANGSIKETE·WOKE(Scott Walker)DOUSHIGONGHEDANGRENSHI。2018 NIAN 9 YUE,ZAITAOLUN《FUSHIKANGFAAN》DEHUIYISHANG,SUIRANZHOUYIHUIZHONGDESUOYOUMINZHUDANGYIYUANDOUTOULEFANDUIPIAO,DANYOUGONGHEDANGKONGZHIDEZHOUYIHUIHAISHITONGGUOLEGAIFAAN。

  XIANZAI,YIZHIDUIJIANCHANGXIEYICHIZHIYITAIDUDEMINZHUDANGRENANDONGNI·AIFUSI(Anthony Evers)JIETISIKETE·WOKECHENGWEIZHOUZHANG,WEISIKANGXINGYIJINGHUIDAOLEMINZHUDANGRENSHOUZHONG。FUSHIKANGYOUMINGYUNJIHE?

超级大满贯  2011 NIAN 2 YUE,AOBAMAZAIGUIGUWANYANSHANGWENQIAOBUSI:“YAOZAIMEIGUOSHENGCHAN iPhone DEHUA,XUYAOMANZUSHENMETIAOJIANNI?ZHEIXIEGONGZUOSHENMESHIHOUNENGHUIDAOMEIGUO?”QIAOBUSIHAOBUHANHUDIHUIDA:“YONGYUANBUKENENG。”

  “CHULEZHONGGUOZHIWAI,SHIJIESHANGMEISHENMEDIFANGNENGGOUMEITIANZHIZAOCHU 60 WANZHISHOUJI,”JIUJINSHANGONGYINGLIANGONGSI Fictiv DEZHIXINGZHANG Dave Evans ZAIJIESHOULUTOUSHECAIFANGSHISHUO。

  FUSHIKANGRENGRANSHIYIJIAFEICHANGZHUANQIANDEGONGSI,DANMAFANZAIFASHENG。2019 NIANSIJIDUCAIBAOXIANSHI,GONGSIGAIJIDUSHOURUDADAO 1.73 WANYIXINTAIBI,CHUANGXIALISHIDIERGAOJILU,DANTONGBIXIADIELE 4.4%。ZHENGGE 2019 NIAN,FUSHIKANGYINGSHOUWEI 5.33 WANYIXINTAIBI,TONGBISHANGZHANG 0.82%,ZENGSUDAFUFANGHUAN。

  FUSHIKANGNENGZAIDIQIUSHANGZHAODAOLINGYIGEZHONGGUOMA?


SAOYISAO,ZUIXINZUIREJIADIANXINGYEDONGTAI,QUANWEISHUJU、ZHUANJIAGUANDIAN、XINWENREPINGJINZAIZHANGWO。WEIXINSOUSUO“SHANGHAIJIADIANWANG”/“shjiadian”JIKEGUANZHU,QIDAININDEDIANZANHUOPAIZHUAN!

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