外企都要重新回归中国了吗

over the past few years spurred by apple a trend of moving production lines from china to vietnam and india has emerged however， this trend has suffered a major setback this year apple's plans for manufacturing in india， seem to have come to an abrupt end and the idea of breaking free from china's manufacturing dominance has become a laughing stock the first casualty to follow apples call to move production lines to india was wisdron under apple's pressure and seduction wisdron became the pioneer of transferring production lines to india in 2020 wistron sold its mainland china factories which produced for apple to luck share precision effectively ending its business of producing for apple in china wistron， then built factories in india with all its might hoping to create a new business there however， the wish was beautiful but the reality was cruel after more than two years wistron's factory in india had only developed to ten thousand employees which was undoubtedly much slower and smaller in scale than its factory with eighty thousand employees in mainland china nevertheless even this small factory did not escape the greed of indian conglomerates and tata ultimately acquired wistron's factory in india outraged by this wistron chose to completely withdraw from the indian market and lost its qualifications for producing for apple wistron became the first casualty of apple's efforts to move away from china manufacturing foxcon another company that followed apple's request to set up factories in india has also faced challenges after more than three years of development in india， foxcon has only seventeen thousand employees which highlights the efficiency of chinese manufacturing compared to its factory in jiangzhou， where it reached three hundred thousand employees in just two years following wistran setback foxcon has reduced the development scale of its indian factory from seventy thousand to fifty thousand employees not only has foxcon slowed down its own development pace， but tychango the younger brother of foxcon's founder terry go also suffered a setback in march this year when his power plant in india， which was set up to support apple caught fire tychango's factory in india has ten production lines and four of them were burned down in a fire in march compared with wistron's experience the fire at thai chango's indian factory seems even more significant apple has been pushing for manufacturing in india for many years， but after all these years the proportion of iphones produced in india is still only around ten percent with such a low percentage apples plans for manufacturing in india have encountered problems， which has been a setback for the company although apple has not admitted to slowing down its manufacturing plans in india， it recently planned to have some of the iphone fifteen produced by luxcher precision a mainland chinese company apple's move has had a significant impact on foxcon， which has been quite determined to imp implement apple's india manufacturing plan after apple handed over part of its iphone fifteen orders to luck share precision foxcon also made its decision to establish a new business headquarters in jiangzhou， indicating that both apple and foxcon are once again increasing their investment in chinese manufacturing another setback for apple's india manufacturing plan is likely to disrupt the development of the indian industry chain by the end of 2022 apple pushed 14 chinese industrial chain enterprises to set up factories in india however， the recent setback of wistran and the impact of chinese mobile phone companies having large sums of money seized in india this year are likely to lead these industrial chain companies to stop their plans to set up factories in india， it can be said that apple's painstaking efforts to promote india manufacturing may now fall through and india's proclaimed india manufacturing plan will also suffer another setback india has been claiming progress in india manufacturing for years but data from 2022 shows that india's trade deficit has hit a record high with apple foxcon and others reducing their india manufacturing plans india's manufacturing is likely to stagnate the fact shows that china's ability to become the world's largest manufacturing country is not accidental but due to china's unique advantages the long standing open policies that have attracted achievements from global enterprises and the hard work of the chinese people there are no more hard working workers like those in china around the world and it is almost impossible for apple and foxcon to replicate the success of the chinese market in other regions after apple and its contract manufacturer of foxcon once again increased their investment in chinese manufacturing recent news suggests that adidas is quietly changing its marketing strategy adidas is quietly improving its image in the chinese market hoping to regain favor with chinese consumers the attitude of european and american companies has changed again in just a few years， which is quite thought provoking a few years ago adidas quietly reduced its investment in china and shifted its manufacturing business to vietnam for some reasons however， in 2022， adidas has revenue only increased by one percent mainly due to a 36 percent decline in revenue in the chinese market in q4 of 2022， revenue in the chinese region even plummeted by 50 percent adidas executives have acknowledged their mistakes in the chinese market and are now trying to regain the favor of chinese consumers by quietly releasing advertisements in contrast to the above mentioned companies quietly returning to the chinese market the ceo of the american chip company and video jensen wong recently publicly stated that the chinese market is irreplaceable and hoped that the us side could consider the interests of american chip companies in the chinese market and carefully reconsider their chip policy towards china this shows that american chip companies can no longer tolerate continuous losses in the chinese market， nvidia is also the most active among american chip companies in the chinese market in q three of last year nvidia customized the a eight hundred chip for the chinese market and recently it has customized the high end h eight hundred chip for the chinese market indicating nvidia's proactive attitude in competing for the chinese market apples push for manufacturing in india， aims to take advantage of india's lower labor costs the wages of workers in apple's indian contract factories are only about one fourth of those of chinese workers apple believed that india's manufacturing industry would soon catch up with china so it once vigorously promoted foxcon and wistron to establish factories in india however， foxcon and wistron found at the work efficiency of indian workers was far lower than that of chinese workers， indian workers are unwilling to work overtime and their technical skills are relatively low this has led foxcon to have only seventeen thousand employees in india after four years of development compared to the thirty employees it recruited in just two years in jiangzhou china， india also lacks an industrial chain when foxcon assembles iphones in india， it has to remotely transport phone parts from mainland china， which not only increases costs but also reduces production efficiency at the end of last year apple pushed 14 chinese industrial chain enterprises to set up factories in india however， with wisdron completely withdrawing from the indian market and chinese mobile phone companies being investigated for tax issues in india， it is feared that these industrial chain companies plans to set up factories in india will come to nothing now apple has handed over some of its iphone 15 ultra orders to lux share precision in mainland china， while foxcon has established a new business headquarters in jiangzhou， adidas is returning to the chinese market an nvidia founder jensen huang hopes that the us will attach importance to the chinese market all of these show that they are once again focusing on the chinese market and chinese manufacturing in just over three years， these foreign funded enterprises have gone from trying to get rid of chinese manufacturing and the chinese market to returning they have deeply realized that it is not easy to replicate the success they achieved in the chinese market outside of china these foreign funded enterprises that have learned their lessons have finally realized that the chinese market and chinese manufacturing are irreplaceable the fact has proven that only cooperation can achieve win win results today the global economy has already formed a whole forming a relationship of one prosperity in one decline， it is almost impossible for foreign funded enterprises to replicate their achievements in the chinese market outside of china， apple， adidas and nvidia have set an example for them thank you for watching。

实在人家憋不住了，想出来喝杯咖啡。 这几天我看我在 在讨论一个新闻，三星，苹果，富士康这些外资工厂，他们现在后悔搬到国外去，想搬回中国。 我看到之后我有很多感触，今天我想跟大家好好来聊一聊这个话题。当初选择抛弃中国工厂，现在开始又后悔了，想回来，你们愿意他们回来吗？像富士康啊，三星啊，高通啊，为什么他们都在撤离中国？ 因为他们以前看到中国的劳动力市场价格比较低廉的，人民的素质普遍比较高，所以才吸引了大量的外资进入中国。不过随着人力的成本啊不断的上升， 外资的企业就想着前往劳动力价格更便宜的地方，比如说越南成本增加的原因呢？一部分是因为中国经济飞速发展造成的，当然也有通货膨胀的原因， 因为啊，美国的某建国同志大刀阔斧的向中国征收高额的关税，也是让这些工厂想要离开中国的原因，他们赚不到钱了， 所以宁愿花大价钱在别的国家建造一个新的工厂，重新开始，也不愿意在中国。比如就像我们现在正比较追捧的苹果手机， 也一并前往了越南。其实这些工厂搬去越南以后的日子并不好过，那很多人要问了，那么越南到底会有什么问题呢？ 那我看大家随便聊几点吧。三星呢，是最早签到越南的企业，可是他们到了这里之后才知道，原来啊，这工资啊，真的不是最主要的原因，关键呢还是在于人员的素质问题。由于越南呢一直有着男尊女卑的思想，一般呢就是女性上班比较多， 男性呢少之又少，这样就导致了一些企业招到的大多数是女工。所以到最后啊，越南工人很容易造成罢工的行为，这让外资企业十分的难受。不过越南工人对于罢工呢，确实习以为常，所以他们表示，我们不叫打工，我们是叫企业合作。 所以待遇上你一定要跟我好，你不跟我好，我就不好好干，因为人的素质啊，比较低下，那就是我想干就干，我不想干就不干，你发了工资，我赚了点钱，我就不干了，我就消失了， 当我钱花完的时候，这些人还会继续回来在这里工作。第二个原因呢，那就是越南人比较懒散，因为呢，当地的物价非常高，生活条件非常苛刻，那就只能加班加点，这样才能赚到更多的钱吗？但 到加班加了，时间长了以后呢，又会受不了，所以又要罢工。第三个原因呢，就是社会体质的问题，越南呢，是一个社会主义国家，从心里面觉得呢，工厂老板都是坏人，都是资本家。 既然是这种情况，我觉得我们也不需要对你负责，所以他们的想法就是，我想干就干，我不想干就走。对于这样的情况，你们有什么看法呢？然后我们来聊聊富士康，大家都知道，富士康这个工厂当初在中国也赚了很多钱， 现在呢，却要把大部分的产能呢转到印度去，本身中国和印度之间呢，就有了极大的矛盾，可富士康偏偏要在这个时候插上一脚，再给我们中国人一刀。可他不知道的是，就算转移到印度去越南去到最后 制造商依旧是我们大中国。而在美国这边的富士康工厂，到现在都还没有建设成功。其实印度的大部分工人啊，都非常的懒散，完全没有中国人的那种勤劳和踏实， 也就是因为这个原因呢，前段时间印度还有一个暴动，导致于让这个工厂亏损了好几亿美金。其实富士康在美国买进建厂，最后来来回回很多次，无论怎么做这个方案， 在美国工厂哪怕是全自动化，就是请了几十个管理工人而已，还是亏本，根本没有必要， 到最后呢，肯定只能放弃。既然说到了美国，那我们也来聊聊美国的工人吧。美国的建国同志非常想把制造业带回美国，那到底有没有可能性呢？其实无 无论哪个美国的企业，他都会有工会，那建立工会这个东西呢，出发点是很好的，作用是为了保护工人的利益，可是你要知道，这些工会可不会管你干不干之间需不需要加班，他们觉得活太累了，太重了，他们就组织员工罢工。 美国工人啊，一般呢，一周上五天的时间，每天呢都工作八个小时，都是按照劳动法规定的，而且每两个小时呢，必须要有十五分钟休息，然后呢，还必要需要给一个小时的午饭时间，午饭吃完了，你可以好好工作了吧？ 那不可能的，等到下午两三点的时候，我们还需要一个下午茶，一点咖啡，一点点心，这样才能舒舒服服的开始工作。你们算算，这样一天 下来还有多少时间是在工作的，简直就是开玩笑。然后每年还有带薪的年假政策，像全职员工啊，工作不满三年的话， 每两周可以得到四个小时的有薪假期，那么按照一年五十二周来算，一共一百零四个小时，合计就是十三天，你肯定觉得这样已经很好了，十三天带薪假期，那你要听听，超过三年的人，不满十五年又会怎么样？ 这些人每周啊可以得到六个小时的有限假期，一年呢共计一百五十六个小时，合计呢大概就是十九天半。像如果那些超过十五年工作的人， 每周可以得到八个小时有限假期，一年呢，一共二百零八个小时，合计的话二十六天。这样 待遇，还有多少老板敢把工厂放在美国呢？虽然说了有那么多不好的地方，但是反过来说，还是会有值得我们学习的地方。其实无论在美国，无论是高端的职业，低端的职业，无论是你做什么工作， 上上下下的每一个职位，他们都是很认真负责的，只要他们做了，一定会把这个事情做好。可是很讽刺的是，我记得我小时候中国也是这样的，不知道为什么，我长大了也就变了 好了，因为时间的关系呢，我就不再展开了。其实这些人呢，因为一些蝇头的小利离开中国时，中国呢，却非常好的控制住了疫情，并且呢复工复产，直接呢用能力把订单给抢了回来， 看到中国又把疫情控制好了，然后他们自己也吃到了苦头，他们现在又着急想要回来，你们说你们能愿意吗？希望大家能在评论区跟我分享，如果你喜欢我的视频，请记得点赞、关注、转发、收藏，谢谢大家！