Apple parts suppliers: iPhone back to the United States we do not follow

Let the work back to the United States, so that manufacturing back to the United States, is a major focus of U.S. President elect Trump's future policy. Trump said at the beginning of the presidential election, to let Apple put the iPhone back to the United States production. Days ago, Foxconn said in a statement, the United States is currently expanding business, a preliminary assessment of the potential investment opportunities in the United States, to expand the local operations, the investment has not yet finalized. Foxconn's statement, so that iPhone moved to the authenticity of the United States seems to be a step closer.

More than 200 million year Apple mobile phone sales, supply chain A big tree strikes roots deeply. If Apple's assembly plant to move away, China's supply chain related enterprises will follow it? "Daily economic news" reporter interviewed a number of Apple upstream parts suppliers in China, they said they did not go to the United States plans to build factories. A Shenzhen apple core suppliers executives told reporters: "if the iPhone back to the United States production, will directly lead to the delivery period, increased inventory risk and increase redundancy and yield, which led directly to the rising cost of iPhone. "

Meanwhile, the reporter noted that with the rise of domestic brands, Apple's ability to control the supply chain is weakening.

Apple moving costs will rise

Apple released a list of suppliers in 2016 showed that Apple has a total of 18 assembly plants in the world, of which 14 are located in china.

The "daily economic news" reporter on the part of the domestic supply chain enterprise interview was informed that if Apple moved to the United States, at least in the Chinese most of the supply logistics, workshop, chamber of Commerce labor costs led to a substantial profit and compression based on the differences between American and Chinese cultural soil environment to adapt to the consideration of the cost and not move.

Apple's mobile phone glass supplier blue thinking technology, for example, the company secretaries Peng Mengwu on the daily economic news reporter, said blue will not consider moving to the United states.

Peng Mengwu said that blue thinking technology in the United States to build a line of research conducted, electricity and land costs cheaper than China, but the biggest constraint is the labor force. Blue thinking has nearly 70 thousand workers, are under the age of 45 young workers, the United States engaged in manufacturing labor in more than 45 years old, the high cost of a lot of American workers do not say, difficult to accept "8+2" work system, remove the five social insurance and one housing fund blue thinking the average wage of workers to 5000 yuan in 4500 yuan, this is a a reasonable system.

Apple told reporters in Shenzhen an important supply chain executives, "Apple manufacturing accelerated cost is not the first one, from the mobile phone industry, panel, battery, hardware, camera module, circuit board, supply chain system China are available, and the response speed is very fast. For example, hardware mold can be 10 days to do in Shenzhen, in the United States might need a month. "

The executives said that Apple Corp got 90% of the mobile phone industry profits, which is inseparable from China's supply chain, leaving China's rising costs is inevitable. If the iPhone back to the United States production, will directly lead to the delivery period, if the foreign production of parts and raw materials need to be sent to the United States Everfount, need several months in advance orders, and this will increase the inventory risk and increase the redundancy and yield, which led directly to the cost of iPhone rise, the global supply chain transfer to China market trend will not change.

According to reports, early in June this year, the Apple Corp has been with Foxconn, Pegatron foundry production line will be put forward for all Asian withdrawal to the idea, but it was rejected.

Tax is also an important factor in Apple's move to consider. Trump said on the social network, the United States will implement a substantial tax cuts and deregulation of the policy, so that the current corporate income tax rate fell from 35% to 15%. But it would impose tariffs of up to 35% on companies moving their factories to other countries and hiring other state employees who want to sell their products back to the United states.

Peng Mengwu believes that in recent years, China's manufacturing base has been rapidly improved, but the overall manufacturing income tax has further room for downward adjustment. At present, the general manufacturing sector to pay 25% of the income tax, there is room to reduce the current high-tech enterprise tax rate of 15%, there is room for reduction.

China's supply chain capacity growth

Apple's success, in addition to innovation, there is a strong supply chain protection. According to the "daily economic news" reporter, the two companies in Shenzhen - DESAY battery and sunwoda, the total supply of more than half of the share of the iPhone mobile phone battery. Similar to DESAY batteries in the mobile phone supply chain occupies an important position as well as many Chinese enterprises.

Easy on the disclosure of the "investor relations activities record form" Shenzhen o-film December 20th show interaction in Shenzhen, the touch display module the annual output value of more than 10 billion yuan, ranking first in the world, in the industry leading position. November 7th, Ou Feiguang paid $234 million acquisition of SONY electronics Southern China Co., Ltd., to enhance the top camera module development and packaging technology, accelerate the process of entering the apple supply chain.

The first China can double photo optical production module, the camera module with 8.9% market share ranked first in the world, Huawei has mate9, P9 and other high-end models supply capacity.

In the fingerprint identification chip, the top technology is currently only able to provide film, cover plate, hidden type, live fingerprint detection series identification technology chip company, the rapid formation of the international giant