Life and death: Apple vs his Supplier

Tagged with: Cadillac iphone4s partner of the people with knowledge Apple CEO

According to people familiar with the situation, Apple has set up a car team codenamed Titan, and recruited hundreds of employees, ready to enter the automotive sector, icar a great deal of potential. In fact, Tim Cook, Apple's CEO, visited BMW's central plant in Leipzig last year to learn how to produce electric cars like the BMW i3 series, and even talked about co-operation in the end.

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This cooperation seems to be a perfect match, in fact, with Apple's current prestige, they and who can work together to make the flavor of the day, after all, 200 billion of dollars of current reserves, do what can be done to subvert. But the real fact is, icar progress is not smooth, on the one hand, the car this thing relationship people's livelihood, user life safety, icar brake problem than the iphone4s antenna problem to be serious 20,000 times times, so, Apple to enter the automotive field must find a reliable partner, such as BMW, Audi , Cadillac and so on, on the other hand, BMW and other traditional manufacturers are also actively exploring the car network, Smart cars and other projects, if you can find Apple as well as the fame and capital of the partner, it is a beautiful thing, but the problem is that Apple is always harsh on suppliers, partners, the profit distribution ratio is more seriously stingy, This makes some well-known enterprises have concerns, in fact, the industry circulated another way of saying that Apple and BMW's cooperation is slow to form, there is a very important reason is: BMW is not willing to become Apple suppliers.

A company as good as BMW can scare Apple into this, proving that the latter is a huge and perverted influence, in fact, as Steve Jobs's one man ascended to heaven, the whole Apple supply chain has a bit of a "chicken dog rise" posture. Today, Apple suppliers have become a business phenomenon, and even have their own proprietary label, such as high efficiency, high strength, low profit margins and the good character of resignation, I think BMW is not willing to become Apple's suppliers, most of them are afraid of the forever lingering tag shadow bar!

Life and Death, Apple's supplier checks and balances

Over the past two years, Apple's suppliers have grown in strength, and the most notable nature is the enterprise on the iphone industry chain. As is known to all, the iphone is the best mobile phone in the universe, not one, thanks to Apple's perfect control of every design detail, as well as the fact that all suppliers are following the standard, and that the iphone captures the 90% profit of the entire smartphone industry chain, And cook in and suppliers of money, always appear not so generous, only to the king of the work of 2%, the old rival Samsung also high not to where to go ...

Perverted quality requirements, coupled with rigorous supply chain management, are destined for the atypical fate of Apple's suppliers, who bear the high-intensity management of Apple and are grateful, after all, for making money and improving.

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Apple's latest supplier map shows that their global suppliers have reached more than 600, from the chips, monitors, batteries and other core components, to Mylor/carton/screw/label and other small materials, no one is a strong capital, strong endurance of the enterprise OEM, including Samsung, Sharp, Giant companies like Foxconn are just a regular part of the list, in fact, in Apple's eyes, there is no substitute, not to mention, Tim Cook's core strategy for suppliers is to support weak, mutual checks and balances. More and more suppliers, on the one hand to ensure that the iphone huge orders to meet, more important is to increase the price of Apple's bargaining space, such as a series of CPU OEM, Apple has replaced Samsung and TSMC, they have mutual game and win-win, but the most benefit is always apple Even the lower-margin generation plant of Foxconn, which is also difficult to find the fate of spare tires, in addition to Foxconn, Apple also cultivated Pegatron in Shanghai, last year to add Flextronics to the industry and commerce list, but these spare tires really do not have Gou's unveils son, yield and efficiency are unmatched, This is why cook often goes to Zhengzhou to help the assembly line workers to carry the box the important reason. In the short term, Apple also relies on Samsung, TSMC, Foxconn, but forever, spare tire will always grow up, almost every giant enterprise has started the "go to Apple" road, just easy?

If there is a chance for giant companies to go on the path of "Apple", then some relatively weak companies are less fortunate. In fact, every replacement of the iphone will have a huge impact on the industrial chain, such as In-cell technology directly to win the technology out of competition, until last year sadly collapsed, and sapphire supplier Gtat wanted to borrow IPhone6 's fast lane soar, But it turned out to be one of their own sapphires, which had failed to meet Apple's quality requirements and the sapphire screen had not arrived as expected, and GTAT announced bankruptcy two weeks after the IPhone6 listing. The examples of these suppliers seem accidental, but they are expected. Because of Apple's huge orders, suppliers have to concentrate all the resources to meet, and even need to borrow some capital, this is tantamount to the Apple signed a life-and-death: either to achieve quality requirements, or directly to die; in fact, many companies in the negotiations with Apple have committed "easy commitment" taboo, and can not resist the temptation to agree to the Overlord , the strength of the injury is to clean up the thing.

Thanksgiving apples, pain and progress

Admittedly, as Apple's supplier is really not easy, but no one will take the initiative to quit, after all, hard to live at the same time, the supplier also got great benefits.

First of all, the iphone order, guaranteed that the supplier can eat, although the profit margin is low, but the number of Jiabuzhu is too big, this feeling is like, the whole China to take out 1 cents, also enough to make a person instantly become a multimillionaire, just as the lower margin of Foxconn, feed Henan about 400,000 people, because of this, It is believed that after 1000 years, the person behind Gou will not be jumping over the floor, but he has created a lot of jobs for the community, and Apple has given the suppliers the impetus to the production process, some from purely technical exchanges, some of the perversion of efficiency, quality of the derivative, For example, Apple in the CPU chip orders to Samsung at the same time, also means to reveal some design ideas, Samsung is a copycat, can always use micro-innovation to create their own things, which is the industry unanimously believe that Samsung can compete for many years of one of the important reasons, at the same time, by Moore's law requirements, Apple will require more and more electronic components on the chip, at the same time, the size of the smaller, this on the chip production process has a higher demand, a new generation of products A9 orders back to Samsung, it is because of TSMC process technology can not reach.

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chips, monitors have their own development laws, their progress naturally can not be entirely attributed to Apple's quality requirements, but some unpopular projects, as well as the hidden influence of the iphone is its greatest charm. For example, Corning, which supplies apple with display glass, was once looked down on by the IT industry, but in order to grab Apple's orders, they can update the iteration at a yearly rate, the speed of research and development is comparable to the Internet company, and their product's hardness has reached 9, can collide with sapphire, do not fall downwind, and can effectively prevent scratches. Believe that no iphone perverted requirements, Corning will not have such a feat, after all, the display of glass such things, not too much upgrade power. Another example of the king, the face of huge orders, they have to promote automation at the same time, and continue to expand the recruitment scale, the former benefits do not repeat, can even be simple staff management can promote the scientific management method. In fact, an iphone workshop at least 3000 people, that is, Foxconn, a workshop director of the equivalent of a director, and they not only understand management, but also to play the technology, occasionally with Apple people to open a meeting, talk about high-level things, the iphone has so many workshops to cultivate a number of excellent factory director Ah ... Perhaps 10 years from then, the director of China should really give Apple a credit.

In fact, the company that can survive on the iphone industry chain is a tough role, and their biggest feature is the difficulty, which coincides with Apple's requirements, which is why Apple's industry chain is full of crushing, bullying, and death-smelling corpses, but it's the most important reason to grow. (New discoveries of science and Technology, Constantine/Wen)

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Life and death: Apple vs his Supplier