jingruigwj
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 غير مجاز مي باشدt 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 غير مجاز مي باشدt
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 غير مجاز مي باشدt all the time. If employee was counted
2009,increase compared to the same period 9.7% , pay of employee غير مجاز مي باشدt
amount decreases however compared to the same period 28% , غير مجاز مي باشدt of
average per capita decreases compared to the same period 34% . The
contradiction of labour and capital that by the low غير مجاز مي باشدt 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 غير مجاز مي باشدt 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 غير مجاز مي باشدt
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 غير مجاز مي باشدt 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 غير مجاز مي باشدt 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 *** 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 *** of a few functions to make filling wall
namely. What the company does is functional *** 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 غير مجاز مي باشدt 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)
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