10/15 2024 399
The ups and downs overseas in recent times have caused Cook to have a headache. First, a major "Apple supply chain" factory in southern India suddenly caught fire, leading to an indefinite shutdown of the parts factory. Shortly thereafter, Indonesia also turned its sights on Apple.
According to US media CNBC, Apple's iPhone 16 series, which was upgraded in a "squeezing toothpaste" manner this year, has not only been slow to roll out and sell in the Indonesian market, but is also facing a sales ban.
Indonesia's Minister of Industry, Agus Gumiwang, told the media that the reason for the delay in launching was because Apple's certification for TKDN had expired. (Note: Last time, Apple passed this certification by localizing at least 40% of the components.)
At the same time, Apple has also defaulted on the investment amount it had previously promised, with only 1.48 trillion Indonesian rupiahs, which is nearly 10 million USD less than promised.
Based on this, the Indonesian government naturally cannot stand idly by and immediately demanded that Apple update its certification and pay for its exaggerated claims, or face a sales ban.
It is understandable to invest to fill the gap, but is it too demanding to require the entire machine components to reach 40% Indonesian domestic production rate? Or is Indonesia preparing to follow the example of a neighboring foreign company graveyard and play a "pig-butchering scheme"?
In fact, judging from the regulations of the Indonesian Minister of Industry, passing this certification is not the only way. Establishing a factory locally, developing software applications, or creating innovative products can all obtain this "permit".
For example, our black factory OPPO once invested about 500 million USD to expand its factory to 130,000 square meters next to Jakarta Airport in Indonesia, directly providing more than 2,000 jobs locally.
Since it's not a "dead end," 100 million USD is peanuts for Apple. Why is it still delaying? In my humble opinion, perhaps Apple has lost interest in fighting in this red ocean.
As can be seen from the report of research firm Counterpoint, whether in the first or second quarter of this year, Apple was in the "Others" category and failed to make much of a splash. On the contrary, the top three domestic manufacturers fought back and forth, so it is not ruled out that Apple may withdraw from Indonesia.
However, if Apple really withdraws from the Indonesian market, local Apple fans will have to buy overseas, and according to netizens, if the price exceeds 500 USD, they will also have to pay a 40% entry fee. Based on the current pricing of 7999 USD for the 16 Pro, that would be a starting price of 3200 USD.