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China Observer
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Comments by "☨St Louis IX opposed paganism, hæresy \x26 debauchery" (@stlouisix3) on "Apple u0026 Foxconn Rapidly Decouple From China, Workers Desperately Beg: ‘Don’t Go, We Need Jobs!'" video.
Apple and Foxconn's Rapid Departure from China Sparks Massive Layoffs, iPhone 15 to Rely on Only 2% Chinese Parts
📉 The relocation of Foxconn could lead to a substantial rise in unemployment and further decline in the economy.
00:32
Foxconn is Apple's preferred contractor manufacturing a range of products including iPhones, computers, and iPads.
00:32
Foxconn has been setting up plants abroad to reduce dependency on China.
00:40
There have been continuous reports of a rapid decrease in the workforce in Foxconn's manufacturing bases, leading to a downturn in surrounding commercial areas.
00:55
Components supplied from China for the iPhone 15 Pro Max constitute only 2%.
01:17
Components from the US, South Korea, and Japan account for over 70% of the flagship iPhone 15 Pro Max.
01:31
Chinese component supply for iPhones has shrunk to just 2%.
02:05
Component cost for the iPhone 15 Pro Max has risen by 12% to $558.
02:30
📱 Apple is diversifying its supply chain away from China and increasing production in India.
05:41
Apple aims to reduce costs by diversifying its supplier base.
05:41
Taiwanese companies still hold a competitive advantage in key components.
06:18
Apple's assembly proportion in China is declining.
06:32
India's assembly proportion of iPhones is increasing.
06:49
Apple plans to shift 25% of its production to India by 2025.
07:09
Chinese enterprises that were once Apple suppliers are being phased out.
07:40
Boa Technology Group, a former Apple supplier, was reportedly ousted due to product quality issues.
08:04
💼 Apple's decision to remove OFilm from its supply chain led to factory closures and financial losses, while Winaitechnology reported increased revenues and profits as it took over OFilm's production line.
09:39
OFilm's revenue plummeted by 52.8% and suffered a loss of 2.6 billion unen after Apple removed them from its supply chain.
09:39
Winaitechnology reported revenues of 52.7 billion and profits of 2.6 billion unen as it took over OFilm's Apple production line.
09:48
Foxconn, Apple's largest assembly contractor, has heavily contributed to China's economic development and employment.
09:59
Foxconn's subsidiaries in China were subjected to sudden tax and plan audits, potentially influenced by Foxconn's founder Terry Gou's candidacy for Taiwan's presidential election.
10:56
The Chinese Communist Party's actions may also be driven by a financial strain and a desire to maintain control over China's economic destiny.
12:11
Foxconn's plan to shift production and supply chain to India and Southeast Asia could be seen as a warning to other domestic and foreign firms.
12:25
Chinese President Xi Jinping has emphasized an internal circulation strategy, indicating a preference for reducing economic ties with foreign companies.
12:34
📉 China aims to reduce economic dependence on the US and counter the influence of overseas powers, potentially leading to Foxconn's departure from China.
13:11
China wants to replace Foxconn dominance with Mainland Chinese enterprises, giving them more control over Apple's manufacturing contracts.
13:11
Chinese companies like Luxshare and BYD are poised to offer more competitive pricing than Taiwanese counterparts and are interested in taking over Apple's manufacturing contracts.
13:46
Beijing's actions targeting Foxconn may accelerate their departure from China, potentially warning other foreign enterprises, especially Taiwanese businesses.
14:02
China's economic policies reveal contradictions, inviting foreign investments while introducing counterespionage laws and tax investigations.
14:45
Taiwanese manufacturers including Foxconn, Quanta, Compal, Pegatron, and Invent have been retreating from China due to client demands and US brands urging for supply chain diversification.
15:21
US brands are urging Taiwanese manufacturers to shift production out of China and diversify to Southeast Asia, which would have a profound impact on the Chinese economy.
16:01
Beijing faces a challenge as it emphasizes economic security while dealing with the potential departure of Foxconn and the shift of production out of China.
16:53
📦 The investigation into Foxconn has raised concerns about the unemployment of over 1 million Chinese workers.
17:08
The investigation into Foxconn has sparked anxiety among its employees.
17:08
There are currently 1.2 to 2 million Foxconn employees in China, along with associated businesses.
17:33
Major tech firms, including Apple, have been gradually shifting their supply chain out of China.
18:03
The tensions between the US and China have led to efforts to mitigate risks and diversify supply chains.
18:41
Decoupling from China's supply chain is an ongoing process, but the proportion of facilities in China is decreasing.
19:19
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