Recently, Apple announced the top 200 suppliers in 2020. Compared with the list in 2019, it can be said that mainland Chinese manufacturers are the big winners, because mainland manufacturers increased by 12 and decreased by 4, which is equivalent to a net increase of 8, which is all the most in any country.

Of course, in addition to the mainland manufacturers, there are 6 manufacturers in Taiwan, China, and 4 manufacturers in Hong Kong, China, but Taiwan and Hong Kong have also withdrawn 6 and 4, and the total number will not increase or decrease.

Judging from the top 200 suppliers, there are as many as 96 manufacturers in mainland China, accounting for as high as 48%, which is close to half. It is really something to be proud of. It fully shows how much Chinese manufacturers are to Apple. importance.

But behind this number, we will find another cruel fact, that is, the products provided by mainland Chinese manufacturers are basically some non-core products or technologies, the threshold is not high, the added value is not high, more Because it’s cheap.

According to Apple’s definition of supply chain, it refers to the business network that provides Apple with goods, labor and services, covering the procurement of raw materials for suppliers, product design, manufacturing, production and recycling, logistics, sales and after-sales support related. functions, etc.

From the list of Top200, mainland Chinese manufacturers are more engaged in the production of small things such as foundry, shell materials, glass plates, connectors, etc.

For example, the proportion of American manufacturers is not as good as that of mainland manufacturers, but they mainly provide high-value things such as chips. There are not many Korean manufacturers, but they provide OLED screens and memory chips, all of which are high value-added products.

There have been media reports before that although Chinese mainland manufacturers account for nearly 50% of the Top200 suppliers, in terms of value, they may only account for about 10%, while the products provided by South Korean, American and Taiwanese manufacturers account for nearly 50% of the value. than higher.

It can be seen that although China’s supply chain is complete and strong, it needs to work hard on core technologies. Only after mastering more core technologies and engaging in more high value-added products can the supply chain become truly strong. What do you think?

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