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Editor's note: The apple is becoming " Caesarean " . Regard an IT as the company, the money newspaper that its just published on January 25 shows, the cash reserve of nearly one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two dollars had exceeded his to be in a country cash reserve of the government. What beats by dre solo be worth to be carried more is, the apple has made the global industry chain that gives a careful, mystery, this industry catenary is bound decided the company with global the toppest manufacturing industry, and these enterprises are adding a brick 24 hours to add tile for this Caesarean edifice. On January 15, the apple announced the whole world the list of 156 main suppliers, include company of a lot of China among them. As a result of what made an apple " the person that work " , the share price of a lot of companies rises in succession. According to not complete count, china has become malic industry chain in the biggest the mainest also production base, but at the same time, also be a group that least speech counterpoises, because of beats by dre this the profit margin of huge production base does not have 2% only.
Cong Mou is planted will tell on degree, the apple is Chinese industry, but the product that is not China.
Chinese consumer makes to the insanity of malic product gram of malic CEO library also surpriseds. However, on Chinese earth, seek the other one side that hold in both hands wildly, it is China cheap the sweat and toil that labour force brandish asperses meantime. A light is bright beautiful malic product, its are malic company however rear of profit of acting to China factory slashing compress. A variety of contrast that the apple brings, without do not make a person thoughtful.
What did the apple take away from China:
China increases the sharpest beats by dre solo hd market into the apple
The person makes again when the heat to malic product holds Chinese consumer in both hands to open carry out in IPhone4S stare, inn of apple of 3 lis of collect is broken because of scare buying again. Gram of malic CEO library is in express on the conference of money newspaper telephone of 2 last week, market of the oldest mobile phone is opposite the world of the demand of IPhone big admirable.
Undoubted, chinese market is added increasingly to importance day of the apple, autumn apple stated China already became his to increase the suddenest market last year, year sells about 13 billion dollar. The demand violent wind of malic IPhone, IPad and Mac rose 2011, daily the malic shop that makes an appointment with 40 thousand beats by dr dre solo man-made to visit Beijing and Shanghai.
As the 2nd big market of the apple, china of season of the 4th money contributed income of 4.5 billion dollar for malic company last year, grow 270% compared to the same period, occupy mediumly in malic gross income than achieving 16% . photograph comparing, china is in apple 2009 money year income is occupied mediumly than be only 2% .
While the apple such as IPad, IPhone fastens product fashionable whole world, also take flourishing the malic industry of Shenzhen. At present Shenzhen already formed to offer a skin to cover for the apple only, the industry that sticks the fittings product such as line of film, data, include many 1500 size manufacturer, annual produce evens more one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two yuan. And the firm that acquires accredit to manage malic fittings beats by dr dre should pay relevant fee to malic company, it is with data line exemple, every data line should pay 5-6 the dollar to malic company.
And besides traditional terminal sale one-time high specified number gains profit besides, outstanding place of the apple still is applying a program to repeat the rich and generous income that downloads a respect at its, this are in China not exceptional also, china has a successor to reside the manner that go up even.
According to a new research, christmas is become, mobile phone and the App number that flat computer downloads exceed 1.2 billion times, achieve odd week App to download a frequency to surpass the record of 1 billion first. Major download number comes from the United States, occupy whole to download monster beats by dre solo number 42.3% , it is 99 million when come from China next.
It is a such huge markets, get again and again however of the apple " discrimination " . With IPhone4 put on sale when same, in this IPhone4S put on sale, china still is regarded as by the apple with British Wei Jingqun island, open graceful archipelago to wait paratactic 3, 4 class market. This and China are the position of the 2nd big market formed the apple to contrast brightly. The apple is right the manner of Chinese market, long-term since be considered as intended negligence: New product of almost all apple is in when appearing on the market for a short while, have nothing to do with Chinese consumer; Qiao Busi never also has gone to China to publicize its new product, since a long time, malic company product has many commodities from abnormal channel and mountain fastness product only in what China spreads all over.
What did the apple leave to China:
Pollution, explosion and violate compasses with labour
The high specified number that is in China with the apple gains profit form sharp contrast, the in polluting harm and industrial catenary meager gain that is the explosive accident that outback acting factory beats by dre studio produces one after another, existence.
If not be various of force drive, company of apple of first of global market prise still is guarding its secret and common industrial catenary roll.
"Poisonous apple " incident erupts after 5 months, the form that malic company reports with releasing supplier audit eventually, make public response first. Malic company was announced be as long as the 2012 year of 27 pages " progress of supplier society responsibility reports " , first degrees published global supplier list, affirmatory investigation is violated compasses the behavior that use worker worker.
According to this report, the malic supplier of close 1/3 did not follow malic salary and welfare standard, even 5 factories are hired employ minor worker. The worker pay of the west and supplier of Asia of apple of criticism of Asian authority organization is too slashing. The apple expresses, adopting new strategy at present with benefit more appropriate ground is supervised and improve factory condition, include to increase in the assessment beats dre of factory of Malaysia, Singapore, the education that enlarges its labor trains.
This also is the malic company that keeps silence all the time on environmental protection problem declares where one stands publicly first. Before this, the environment that malic acting factory produces is polluted also by the apple with " these pollution also can cover commercial secret " for, do not undertake supplier list is announced, reject NGO supervise.
The finished product of each apple mobile phone is green free from contamination, but in whole production process, certain part is opposite the mobile phone possibly however the pollution with environmental huge generation. Take the aluminium powder that uses in the mobile phone of aluminous carapace for instance, may cause explosion and produce dust pollution. Happened at Fuji of malic acting factory 2011 health Chengdu factory and day vacate computer fittings (Shanghai) the explosive accident of limited company plant area still is before.
And be in early in January 2011, ma Jun of director of public environment research center beats by dre on sale was released " another of the apple " contaminative report, worker of 11 acting factories was listed to get in the report toxic material enroach on and the case that causes heavy disease. Among them a few is by appraisal " the profession disables 10 class " the worker was taken finally 8, 90 thousand yuan compensation. Ma Jun tells media, the hospitalization expenses of these patients out social security, much money is final it is taxpayer goes out.
However, be in with all possible means this supplier list that the apple below pressure publishs first degrees, mirror generally according to industry public figure not complete, also did not get environmental protection is organized approbate. Ma Jun points out, what these list announce is company name only, cannot do with the factory one to one correspondence. And be in before in the report that environmental protection organization issues, environmental problem points to specific factory.
And also be oppugned inside course of study, the apple is right in the report violate the supplier of compasses for many beats dr dre times, more also be to correct its to violate compasses act only, this makes clear impute to of responsibility of malic general society the manufacturer of the developing country.
Profit allocates unbalance:
Chinese labour force gains profit only about 2%
Outback acting factory is in the germ that the weak force in malic industry catenary is all problems. Gu Wenjun of ISuppli senior analyst is being accepted " negotiable securities daily " when the reporter is interviewed, point out, because of the apple the bibcock position of high-tech industry and enterprise are mixed in consumer at present now the consequence in the society, so everybody is reasonable to the requirement of its society responsibility, the strong position of Dan Ping fruit decided its counterpoise with speech to the control of the supplier.
Be in to outback enterprise the earning in industrial catenary of the apple, dimu Wosituo is in " Forbes " magazine network edition is written civil say, china fails to gain too auspicious point from inside assembling IPad and IPhone, basically monster beats by dre be in the United States as a result of the important segment such as the design of malic product, development mainland undertakes, american economy remains the biggest person that be benefited.
Form chart to show according to IPad value, two the biggest cost are the profit margin of raw material and malic oneself. Although IPad is,assemble inside, but in fact the value of labour force as before dinky: Hold cost only 2% the left and right sides. And the gain that the apple scores from IPhone is taller, chinese labour force only from IPhone benefit 1.8% .
Occupy the distress of backside to this, the apple is in two country's biggest generation are industrial and commercial one of Fuji health experience is deep. Relevant data shows, the operation profit margin nowadays has broken through the apple 30% . However Fuji health parent company, Taiwan appears on the market the profit margin of company letter sea from 2006 5.9% fall at present the level of 2.0% . And this glides the trend is in after the apple rolled out IPhone and IPad series product 2007, more hasten is serious, profit margin of operation of grand sea nicety has glided nowadays to 1.5% . According to coming 2008 money newspaper showed 2010, 3 years Lai Honghai dr dre solo is reducing manpower cost all the time. If employee was counted 2009,increase compared to the same period 9.7% , pay of employee cost amount decreases however compared to the same period 28% , cost of average per capita decreases compared to the same period 34% . The contradiction of labour and capital that by the low cost of acting industry business and dimensions giant employee causes will continue to perplexing Guo Taiming 2012.
And other more the outback acting shop with power only small power, in the apple strong under more hard livelihood.
The comment points out, want to gain competition ability of product market value because of the apple just about, again and again depress supplier purchases the value, supply catenary cost in order to reduce its, bring about a supplier to must be inside some paragraph of time, work overtime for long, a series of problems such as pollution of money earned by hard toil of worker of employ child labour, embezzle part of what should be issued, environment are fascicular. In the final analysis, of vicious circle only then the person that make tomb figure remains an apple enterprise of this kind of international. Ma Jun also thinks, if the apple values product value only, control the price very much every time firm, meet revulsive these suppliers go reducing environmental level.
Relevant enterprise:
[the science and technology that install clean: For the apple acting labour occupies battalion to receive the specified amount nearly half]
The supplier list that malic monster dr dre company publishs by force of the each respect pressure such as environmental protection, fell in shareholder eye to become search treasure to pursue however. The style that keeps secret all along because of the apple before this, the company of catenary of industry of apple of part of a few bodies also must low-key. Of supplier list announce, the halo station that lets these companies wearing an apple again arrived before investor.
Close half income and apple are concerned
In this 156 suppliers list, rank among them A appear on the market science and technology of company only An Jie (002635) , Biyadi (002594) two. To the relation with the apple, the science and technology that install clean describes so in manual of its raise capital by floating shares: In recent years, the product fashionable whole world of malic company, the company seizes an opportunity, deepen and enlarge the collaboration with its, be in maintain and below the premise that collaboration of original and other client concerns, will produce as far as possible can to the apple relevant product tilts.
Arris of Dong Bi plum is accepting the science and technology that install clean " negotiable securities daily " when the reporter is interviewed, also express, the apple is the big client of the company really, basically An Jie science and technology has malic product line intervene. The apple is occupied to the profit contribution of the company and turnover comparing should be compared to the same period. The exposure of the circumstance 2011 and manual of raise capital by floating shares matchs. According to manual of company raise capital by floating shares, inside report period, installing before clean science and technology 5 big clients to rank first is Fu Taihua industry (Shenzhen) limited company, this company be subordinate to belongs to group of grand sea science and technology. Because Fuji Kang Ji is round internal system is changed, by Hong Fujin instead since 2009 Fu Taihua and An Jie science and technology trade. Fuji Kang Shiping is in one of two the biggest acting plants of Chinese if really. And by get client of pilot of same and real person amalgamative computation, the proportion that the total sale of before the company 5 big clients takes business income is respectively 78.75% , 65.73% , 56.37% with 54.86% . 48% what the apple occupied company monster beats by dre studio battalion to close 2010, this one scale also should be met 2011 grow somewhat.
The company also realized the client that brings about from this spends high issue centrally, express in manual of its raise capital by floating shares, to malic product tilt, promoted a company the venture that depends on to big client. The prospective change as market competition pattern, the company precedes for other industry the manufacturer offers production of more form a complete set possibly also. Fixed position of client of company general cause consumes manufacturer of electronic product brand and generation famously in the whole world industrial and commercial, be like apple, HP, Motolora, Hua Shuo, Suo Ni, Dai Er, RIM, Fuji health etc.
Check props up industry classics to develop to high additional cost
Besides business income, the apple was brought to the science and technology that install clean undoubtedly famous spent aureola and industry are approbated. But the reality with additional low cost also makes whole of Chinese acting factory the problem that whole industry must face.
To this, the personage inside course of study expresses to our newspaper reporter, the spare parts is made is not a technology after all concentrated or need is very deep and academic foundation. Even if has intervened issue the research and development of generation product like the company, but more technical content or in the industry experience that accumulates respect of material, craft.
Li Leng tells a reporter, the company is China to create a kind of more typical company, had pursued from simple ground research and development is participated in in machining change to leave generation new product to can be in, can appeal to with what be a client beg offer a solution. This kind makes modelling enterprise obtain the enterprise of order to be able to represent the future of Chinese economy more than relying on labour force and price completely.
"Because China is made,stay impossibly in the level that sells physical power forever. On the industry, in raw material respect, the likelihood because the weakness of our foundation course, foreign forestall and technical camp still are broken through inside may short time without method, make the product that gives high-grade, but the manufacturing industry that in a few supports industry experience and precipitation participate in an apple to taste development newly, china is hopeful still lend this the development of one aspect of the matter of high additional cost to curve of industrial catenary smile " , li Leng expresses.
Show according to publishing a material, the value of the company or commercial pattern, intervene have a brand namely famous spent client its are new of product idea put forward, the whole journey such as production of research and development, test, trial-produce, batch provides close-fitting service. The portfolio that the company exceeds 9 to become is obtained according to this kind of mode.
The company is not stuff of edge of pure leave no room for manoeuvre
Think to the outside the science and technology that install clean basically offers insulating material model to cut by accident wait for a product, the manual of raise capital by floating shares of the company has clear treatise, the company is not stuff of edge of pure leave no room for manoeuvre. But because the company enters malic industry chain very early, that time company still is done not have change, still call Suzhou too the lake goes vacationing limited company of Ou Anjie insulating material, this so the apple publishs the company name that come out still is the insulating material that install clean.
To the major servicing of the company, li Leng understands for convenient investor, made an example to the reporter: The plastic carapace outside an electron product or metallic carapace, regard its semifinished product room, the circuitry inside board include an electron yuan the parts of an apparatus furniture that acquires later namely, home appliance, but in this both among, still need those who have a functional sex to fill strong, like be being repaired with respect to outfit resembling essence of life, some places need to be isolated from, some places need to come loose hot, some places want electromagnetism screen, some places should be in a poor light etc. The business of the company uses the material of sex of a few functions to make filling wall namely. What the company does is functional sex material, not be to do a model to cut. But because electronic product is more and more frivolous, the most technology that make is being used in this process so is the model is cut, namely filmy material, roll these stuff go material, sheet do a model to cut. Consequently the outside has such misunderstanding. (Ma Yan)
[Biyadi: As allied as the apple have mark but abide]
One billow crosses one billow high " apple " low-key Biyadi was maintained to push where the wind and the waves are highest once more since heating up a near future. Apple in January the middle ten days of a month issues 2012 year " progress of supplier society responsibility reports " , announce its first 156 suppliers and manufacturing partner list, the famous Biyadi on a list of names posted up (01211.HK) with Biyadi electron (00285.HK) rise at going against city on January 17 respectively 5.96% , 7.98% . After this, much day two also walked out of to grab the small prices that enter relatively.
According to be close to Biyadi's personage to divulge, biyadi supplies a part for the apple all the time, be not the closest talent to begin, just scrupulously abide by bilateral confidential principle all along, did not announce external just. "Although at present apple published supplier list, but the agreement that we and apple sign the basis before this, what still cannot divulge we are offerred for the apple is what component " , the personage is being accepted related Biyadi " negotiable securities daily " when the reporter is interviewed, express.
The letter amounts to international analyst to point out, this is the market first hear of the supplier that Biyadi is an apple. The apple asks to the quality of component all along extremely strict, not allow to bear a few flaw, what can become its supplier accordingly is international big plant more, biyadi can be seleted, reflective technology already was amounted to quite level, accord with malic requirement, conduce rinse " mountain fastness " figure.
The mobile phone reachs car of batteries income Yuan Chao
Although the respect expresses Biyadi, inconvenience divulges its are the component range that the apple offers, but an IT personage discloses to our newspaper reporter, "According to the view inside the circle, malic batteries should be in the supplier between Biyadi and Fuji Kang Zhi. " and from Biyadi the finance affairs that announces before this reports in, yi Youduan Ni can be searched.
2007, the subsidiary that Biyadi tears apart crust of manufacturing mobile phone and clavier Biyadi the electron appears on the market in harbor independently, but the parent company still retains business of the most pivotal mobile phone battery. 2011 first half of the year, biyadi mobile phone and battery business income 11.9 billion yuan of RMB, relatively the tower above of 9.5 billion yuan of income of car business 25% . Biyadi discloses in metaphase report, mobile phone client includes Nuojiya, China to reach resurgence, but did not allude apple.
Battery of lithium of result rising abruptly
In recent years, the Biyadi of build up of armrest Electromechanical pool already was masked it seems that below the limelight of its car business, do not be environment place attention. Be by malic exposure before straight solstice supplier, mobile phone business of Biyadi just is put below spotlight once more.
Be in early actually on Feburary 10, 1995, become aware to be able to charge batteries is capacious the Wang Chuanfu of the market, built Biyadishi estate company, main development produces cell of hydrogen of nickel cadmium, nickel. When those charge battery market almost by Japanese business monopoly, manufacturer of 3 ocean, Suo Ni, Toshiba, loose coarse Japan held the whole world the battery market share of nearly 90% .
The Wang Chuanfu of batteries connoisseur one's previous experience broke the monopoly of day look forward to very quickly, manufacturer of the inland before ending this can from supplier of upriver raw material electric core is bought in the hand, combine other component to undertake assembly small gain pattern of production. Nevertheless, wang Chuanfu still did not take the speech in batteries industry to counterpoise.
However, after Biyadi holds water 3, 4 years, of batteries industry changed Biyadi the opportunity of new start of a race. When those, hand-hold portable telephone (imitate signal mobile phone) evolution is the 2nd acting mobile phone (digital signal mobile phone) , bulk is greatly contractible, make batteries jumps lithium to go out however, produced the replace between nickel batteries and lithium battery. Provide Wang Chuanfu of colorific of a few minutes of legend to discover business chance again quite, began the research and development of lithium ion batteries, become company of first Chinese lithium battery that enters this field. As " high temperature is roast wait for crucial technology capture, biyadi is proud in industry of cable of newborn home lithium house overlord position.
At present, biyadi pursues mobile phone business close already 20 carry, and in the exhibition hall of business of fittings of Shenzhen mobile phone in Biyadi, displayed Biyadisheng to produce, besides mobile phone chip all mobile phone fittings, mobile phone batteries, crust, flexible circuit board (FPC) , liquid crystal screen, photograph wait for everything needed is ready like head, motor, clavier. Outer perhaps bound looks, biyadi is by exposure malic supplier is a not little surprise, but the mobile phone that reviews Biyadi is itinerary not difficult discovery, do not have in the fate brings lovers together of Biyadi and apple accidental. (Zheng Yang)
Comment:
[the apple of Chinese apple and United States]
On the ave that goes today, in the subway, if side side is heard suddenly " apple " one word, believe that to your the first reaction is not absolutely red can gnaw apple, the IPod that comes from the United States however, IPad, IPhone... yes, unless be to be in market, "Apple " this pronouncing the first point to, had become those people to see the person loves hot electronic equipment.
The LOGO of an enterprise has replaced noumenon almost, this is in before, never had had, this has to let person exclaim " malic company " powerful.
Actually, "Malic company " not be only the United States just has, be in China, also have by tens of thousands malic company, they are cultivated, the apple with real sale. All know the United States in compatriots " apple " while, perhaps do not have how many person to be able to know, chinese apple plants area and crop all the time since certain room world the first. China is world first " apple " big country, in American apple unlike now so at the summit of one's power when, china this " apple " big country, need not add quote.
Nevertheless, two apples big country is really " the method is different do not be seek " . What think in days malic generator of China is whole is how to buy the apple as soon as possible, that is afraid of depreciate sustain losses in business to go. And what think in days malic generator of the United States is whole is the yield that how raises an apple as soon as possible, add valence to make money with how.
2011, the crop of Chinese apple exceeds 35 million tons, and in the apple advocate Yantai of producing area Shandong, malic agency people sustaining losses in business reduction sale, 10 money 3 jins lack person make inquires, the there are plenty of such people of agency compensate millions, compensate of a few ten million not infrequent also. In the apple advocate the Beijing that sell the land sends ground market newly, one word discharges the lorry of hundreds of shipping apples, however, many what buy an apple.
See American apple again. When malic industry catenary of China encounters cold winter, malic industry catenary of the United States is the awaken of spring abundant. On January 25, at the beginning of the first month of the lunar year of Chinese the traditional Chinese calendar 3, american apple company released 2012 money year the money newspaper of season of the first money. Money newspaper shows, battalion of season of the first money controls malic company for forty-six billion three hundred and thirty-three million dollar, than last year the twenty-six billion seven hundred and forty-one million dollar of the corresponding period rises 73% , net profit is thirteen billion and sixty-four million dollar, than last year the 6.004 billion dollar of the corresponding period rises 118% ; Wool interest rate is 44.7% , prep above last year 38.5% of the corresponding period. Be worth what carry is, the sales volume of IPhone achieves 37 million. Mu of malic CEO the base of a fruit. The library overcomes what sign up for the excitement on telephone conference in money to express, "The apple underestimated IPhone 4S to be in China the degree of sell like hot cakes. "The apple underestimated IPhone 4S to be in China the degree of sell like hot cakes..
The crop of Chinese apple 35 million " ton " , agency sustains losses in business to did not sell entirely go out. The sales volume of American apple IPhone is 37 million " stage " , agency adds valence to still demand exceeds supply wantonly.
One is " ton " , one is " stage " , one is to sustain losses in business earn do not come cry out, one is to earn petty gain to return show off cleverness. This is the contrast of Chinese apple and American apple, the contrast that is why Chinese industry and American industry?
Again to say the least, actually those American apples, also be greatly " Made In China " . On January 16, american apple company published list of 156 main suppliers first, area of Taiwan of inland of main distributinging China, China, Singapore, Malaysia, Thailand, Czech and American and other places, and the assembly of majority product is finished in Chinese inland, change character, malic industry catenary is in China.
Nevertheless, the apple leaves the profit that assembles link little pity. With IPhone profit allocation is exemple, malic company has the profit of 58.5% , the other company such as Korea, United States was held respectively 4.7% , the profit of 2.4% , and cost of Chinese inland labor was occupied only 1.8% .
And, although the apple louis vuitton outlet comes out in the production on Chinese land, but Chinese consumer is however,often see finally, after wanting to discharge the consumer that is in other country, area. (He Jun)