Can a curry-flavored apple go far?
Go to India
Apple, there is no Indian CEO yet, but the iPhone may have a curry flavor.
☉Will you buy a curry-flavored iPhone?
Unlike Samsung’s low-end machines and MOV’s popularity in India, Apple has always belonged to Others in India. This 80% is because Apple’s compulsive specifications and prices are too high-end for the Indian people at this stage.
But just like Samsung Fold will also develop a conference in India, India's high-end machine market is not without a future, and Apple has never "disgusted" the Indian market. On July 24, Apple has "assembled" in IndiaiPhone 11.
Currently, iPhone 11 is Apple’s main model, dragged down by the epidemic and 5G research and development progress, the industry estimates that iPhone 11 will last until 2021. Guo Mingchi has already said that Apple will further force suppliers to lower prices in the iPhone 12 era.To offset the cost of 5G research and development, and further benefit India.
Wistron, one of Apple’s foundries, has previously manufactured printed circuit boards for Apple in India, and now it is further involved in the manufacturing of the iPhone in India. From parts to the complete machine, it is not a big improvement..
The Indian government welcomes Apple and Samsung very much. As you know, there is a $6.6 billion stimulus plan to subsidize mobile phone brands that actively set up factories in India. This is a carrot, and there are sticks. If you don’t set up factories,A 22% tariff is waiting for you.
Now Apple is going to assemble the iPhone 12 in India, and it is expected to be produced in India and supplied to the world in 2021.
But a lot of domestic brands may not be so comfortable.
Please find Xiaomi first.
In Q2 2020, the number one mobile phone shipment in India is Xiaomi, accounting for more than 29%, and the Redmi series has rounded the top five. Now Xiaomi has left 65% of parts and 100% of user data.In India, the top executives are all Indians.
So I won’t let you go, now BIS Bureau of Standards Service of India is banning Xiaomi’s import approval, and the Xiaomi browser was banned a few days ago, which is a follow-up operation of banning Chinese apps.
It’s really unnecessary. Now Xiaomi has 10,000 retail stores and 7 cooperative production plants in India. They are basically made in India. Everyone thinks that India will become Xiaomi’s manufacturing center in the future. But the Indian government can’t stop the Indian government.You say no, and even drive you away frequently.
☉The layout of Xiaomi in India is entirely a local production and local sales model
Greatly beneficial to India's employment and consumption cycle, but it cannot stop India from cutting its own fat
GYAN PRATIM RAICHOUDHURY / Shutterstock.com
What should other foreign investors think?
India is of course a magical reality. It is still in the era of relying on Chinese parts to assemble mobile phones, but how bold the people are and how productive. India’s most prolific Reliance Group claims to "self-developed" a full set of 5G to replace HuaweiTechnology products.
This is not over yet. Reliance established Jio Platforms to focus on 5G research and development. Qualcomm also spent USD 97.1 million to take up 0.15% of the shares. It is estimated to be a backdoor listing in exchange for an entry ticket to the Indian telecommunications market.
The dream of the richest man is not only that, he also launched the Indian version of Zoom——Jio Meet. It happened that Yuan Zheng gave up China and moved to the Indian market recently, I wish him good luck.
Of course, the richest man is not stupid, he said directly to cooperate with the operation of the Indian government.
The Indian government not only banned Huawei, but also stayed away from SAIC and Ali. Anyway, those related to China must say goodbye. Now Huawei and ZTE have been officially excluded from the 5G spectrum auction. Instead, Nokia has won India’s third largest communications provider BhartiAirtel's $1 billion contract. But India's state-run telecom still owes Nokia $120 million in maintenance fees. Is it true that Finns remember to eat or not?
After India excludes Chinese capital, can it really get high-end technology from European and American companies?
After excluding Huawei ZTE, the European brand's 5G base station products will only sit on the ground and start the price. It is really better to drink Ganges water by relying on your own faith.
This is not to look down on India’s execution power, but a lesson from the past. The Indian government just banned Chinese urea products, and the first reaction of the European and American chemical giants was to increase prices. India considers itself the world’s largest democracy, but obviously,Western capitalists will not give you discounts, but will only look for the most profitable pricing.
India does not have a manufacturing industry, and there is no bargaining power in the face of Western companies. Only Chinese assets sell at high quality and low prices. Once the Indian government is trapped by the national sentiment and engages in unnecessary moths, it can only buy with tears.High-priced and high-quality Western products.
The same goes for mobile phones.
India is currently an assembly plant rather than a full-industry chain manufacturer in mobile phone production. The consequence of breaking away from the global industrial chain will not be to defend its own domestic market, but to be transformed into the Galapagos Islands and unable to obtain external communication.And stop evolving, and eventually be eliminated by the world.
This is very Indian.
Industrial chain transfer
Hardware giants have settled in India, and software giant Google can’t help it. After all, Google’s CEO is of Indian origin, and the curry flavor is much purer than Apple.
Google announced that it will spend 10 billion to build the "Google India Digital Fund", and also used 4.5 billion to buy a 7.7% stake in the richest man’s Jio Platforms.
Not only that, software companies also have hardware dreams. Pixel, a geek product, Indian people can’t accept for the time being. Google’s plan is for ultra-low-priced mobile phones and Redmi is cheaper. Then I will be cheaper than you.Google’s willingness to do this shows the magic of India.
☉Google's new office in Gurgaon, India
Mirko Kuzmanovic / Shutterstock.com
There are always rumors on the Internet that Vietnamese manufacturing will replace Chinese manufacturing to become the world’s factory. Now it seems that India will also join the ranks.
The population data in 2017 shows that the labor force in India is between 15 and 59 years old and accounts for 63%, while China is 67%, but the population over 60 years old in India only accounts for 9%, while ours is 16%. ConsideringThe population size of the two countries is not bad, at least from the perspective of labor force, India has the foundation to be a "sweatshop".
Instead of China, Vietnam is not enough to look at, it is estimated that you have to look at the old Indian iron.
The transfer of the industrial chain is not a new topic, from the United Kingdom to Germany in the European continent, from the old world in Europe to the United States in the new continent, and then to Japan, South Korea and Taiwan Province after World War II, and then to the mainland after we reopened.
Then, will move to India next?
Look at Foxconn’s actions. In 2015, it agreed with the Indian local government to invest 5 billion US dollars to build a factory. The latest news is that it has been cancelled, but it has increased by 1 billion US dollars to expand by 1 billion US dollars to continue assembly.
Actually, the Foxconn assembly plant has been built in Sri City in 15 years. It is much luckier than the "screen" factory in Wisconsin that Wang Wang himself laid the foundation for, because the Wisconsin company has directly changed to making masks.It has to be slow for the time being.
Now Wistron has an iPhone 7 factory in Bangalore, and Foxconn has an iPhone XR factory in Chennai. However, during the epidemic, operations have been suspended because the Indian government has no ability to guarantee their normal operation.
Made in China will continue to exist, but the wave of Foxconn Zhengzhou’s resignation in May has already shown some problems.
Mobile phones in the Indian market are a battle for foreign capital, and local Indian manufacturers have not grown up.
In Q2 of 2020, the Indian mobile phone market sold a total of 18 million units, with Xiaomi first, Samsung returning to second, 26% market share, sales 4.68 million, followed by vivo 17%, realme 11% andOPPO 9%.
In fact, it is not necessary for India to sanction Chinese capital. Only Samsung is the winner. Chinese capital does not need to withdraw. It will be cheaper for Samsung to give up profits. Therefore, it will be more beneficial to stick to the Indian market.
Mobile phone assembly will not improve the level of assembly in India. What is really worthy of vigilance is that Samsung's US$500 million investment in a screen factory in the suburbs of New Delhi will increase the technological content of Indian manufacturing.
Modi and Wang Wang are still a bit similar. They are both very interested in manufacturing and want high-end manufacturing. India needs employment, and the United States also needs it.
But it is impossible for the manufacturing industry to return to the U.S. The same is true for manufacturing in India. Americans are unwilling to enter factories. Do Indians like IT to immigrate to the U.S. or do they work in manufacturing? Human nature is actually the same.
Made in China must continue to move towards the high-end, and ensure the stability of the industrial chain is the way to deal with it. If the United States wants to block us, we should continue to open the door instead of learning from India to engage in economic populism. We have learned and discoveredIt's really unnecessary.
Understanding Wang only wants to make money. He is a real estate professional who really understands manufacturing. After all, Red Neck paid wrong.
The software is not hard, the hardware is very soft
Every Chinese knows the principle of building roads before getting rich. It stands to reason that India should pay more attention to this issue if it wants to develop manufacturing, but India’s operation is very fascinating.
India said that it would repair the high-speed rail in 2015, but Japan won the bid in the end. Why? Because Japan provided US$17 billion in ultra-long-term low-interest loans, which is basically half-buy and half-free. Construction is expected to start in 2017 and 2020The latest news is a four-year extension.
The Chinese-funded enterprises, which are more attractive and cheaper than Japan, are basically excluded from the Indian infrastructure market. It may be because of strategic thinking that we can’t understand.
Actually, it's good now, the investment in infrastructure projects is long, and the return on the cost is slow. Chinese capital is not allowed to participate in infrastructure construction, then let India fight to kill Japan.
But infrastructure is by no means the only obstacle to the development of manufacturing in India.
India's economic structure has long been the largest proportion of the service industry, which is highly similar to Western countries, but the tertiary industry in the United States is the financial industry, and it can harvest global capital alone, but India’s tertiary industry is mainly IT service Silicon Valley, which cannot be pulledDomestic employment.
Now H&M and Zara are both setting up factories in Bangladesh, India’s neighboring country. To put it bluntly, they are sweatshops. The model of three to one supplement. Bangladesh now has a population explosion. This is very welcome.
☉Although the outside world has been criticizing the sweat and sweat garment factories in Bangladesh
But it is a good choice for them
Sk Hasan Ali / Shutterstock.com
This is what India should learn from. India can develop labor-intensive industries to significantly drive employment. The high-end export-oriented service industry economy cannot endogenous growth, and it will not help alleviate employment.
To treat Chinese brands like this now, external investment will only be more cautious. SoftBank has always wanted to participate in India's telecommunications infrastructure, and it is now being suspended.
To make matters worse, India is a colonial origin and inherited a large part of the British system. It did not have the lives of the rich, but first caught the diseases of the rich. For example, the Indian labor union forces, under their influence, the Indian labor lawExtremely strict, you can understand that it is basically impossible to fire employees.
You can say that the strict labor law is the result of the hard work of the workers over the past century, and it is also a sign of a progressive society. But capital doesn’t look at the problem like this, do you make progress? Then I lay down and quit,Enterprises do not have the desire to grow larger, and can only stay in the single primary industry stage, without any motivation for industrial upgrading.
One time should be done for one time. Developed countries in Europe and the United States do not have social animals, which are also supported by Asian, African and Latin American social animals. A country with a large population of one billion people with an imperfect industrial chain starts to engage in worker welfare.It's not justified.
There is also the notorious issue of local autonomy in India. Before Modi promoted GST, cross-state transportation of goods in India had to pay taxes. In other words, the domestic unified market was not formed.
Finally, there is another issue of land acquisition.
India 70% of the land is privately owned, but there are still about 100 million landless poor people. When the economy is not good, they cause troubles, and hundreds of millions of people go on strike at every turn. Now there are a large number of guerrillas in rural India, so much so.The army declared that it would fight the 2.5-line war. The 0.5-line refers to the guerrillas, and internal combat is normalized.
As long as they are still alive, the roads are not well repaired, the water is cut off and the electricity is cut off, it will be more normal.
However, please don't think that we are making fun of India. Countries that dare to industrialize are worthy of admiration, and our goal is a community with a shared future for mankind. We should seriously respect the development aspirations of each country, including this stiff neighbor.
India’s current strategy is to reproduce our experience in reform and development, one after another mobile phone assembly plants that have been subsidized, and the Indian version will be used to make up for three, but excluding Chinese parts will be ableHow far do you go?
☉Europe and the United States also take photos, and really rely on the people of the third world to get to the factory
India's industrial capacity utilization rate dropped by 61.5% during the epidemic hit. Coupled with consumption tax and exchange rate factors, many manufacturers such as Xiaomi announced a 50% increase in mobile phone tax payment in April, so Xiaomi dared to increase prices, and the final result was that manufacturers tookWith subsidies for building factories, consumers are passed on to costs.
So, there really is no disrespect. India has a long way to go to become the world’s factory.
Now summarize the status of Indian mobile phone manufacturing:
Tariffs force parts, India is not willing to be an assembly plant
Furthermore, according to official sources, India’s anti-dumping investigations against China are second only to the United States, ranking second in the world.
At present, it will take some time to observe India as an assembly plant. Whether India can move towards a real industrial chain manufacturing is worthy of our attention.
The top 500 CEOs are many, but the top 500 are few
Although the top 500 CEOs are of Indian origin, they are still among the top 500 in the United States, and the profits will still be Americans and will not be given to India.
Made in India is self-contained, not joining RCEP is worthy of vigilance
The enlightenment left to us: continue to expand the domestic consumer market, the internal cycle is at the right time, and the outside cannot be stopped, and it is necessary to make it clear that manufacturing is the source of wealth.
The Indians all want to understand these principles, can the Chinese still not understand?
End of this time
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