Explain that there is no difference in function between MFi-certified and non-MFi-certified accessories. Apple abuses its dominant market position and restricts consumers’ right to choose.
At least for now, Pisen Electronics has not shaken Apple’s position. In the opinion of a service provider, the important reason why Pinsheng Electronics has not been certified is that the company has produced knock-off peripherals and it is impossible to obtain MFi certification.
There are also companies that have obtained MFi certification, but have been deauthorized by Apple.
In November 2016, Hehong Industrial was cancelled MFi certification by Apple. The company’s main products are transmission cables and related products. In September of that year, a warehouse manager stolen Apple terminals in Hehong Industrial, so the MFI certification was cancelled by Apple. This also led to the failure of Hehong Industrial’s IPO.
“After being cancelled by Apple, it is very difficult to restore it.” The aforementioned service provider said. “There are currently about 2,000 companies that make charging cables in China that have MFi certification.”
II. Apple ecology on A shares
Peripherals such as data cables are the simplest part of the Apple ecosystem.
“The charging cable does not use software, so it is the simplest. If it is a headset, it will also involve software testing, which is much more complicated than the charging cable.” The aforementioned service provider said.
Small and micro enterprises can make a big splash in Apple peripherals, and medium and large companies will become Apple suppliers. Chinese suppliers are an indispensable part of Apple’s core suppliers.
Apple updates the top 200 suppliers every year. Tiger sniffing the Dawan hinterland found that in 2019, a total of 29 companies in Mainland China (referring to companies and major shareholders in Mainland China) were shortlisted Apple’s top 200 supplier list.
These companies are AAC Technology, BOE, BYD, Hongming Shuangxin, Ultrasonic PCB, Goertek, Eaton Electronics, Jiebang Industrial, Changjiang Electronics Technology, Liyuan Refining, Jinlong Electromechanical, Zhongshi Weiye, Corson Technology, Lens Technology, Luxshare Precision, Leading Smart Manufacturing, Meiyingsen, OFILM, Kaicheng Technology, Shandong Innovation, Desai Battery, Fuchengda, Xinwei Communication, Yutong Technology, Xinwangda, Anjie Technology, Dongshan Precision and Zhenghe Technology, etc.
As the world’s factory, the advantages of the Pearl River Delta are reflected at this time. Among Apple’s top 200 suppliers, Guangdong companies account for halfWhile successfully completing the tasks assigned by customers, we continue to thoroughly sort out the pain points of customer applications, give full play to the advantages of resources and platform, and proactively provide customers with optimized solutions and suggestions. “
But just as limited by MFi, Apple suppliers rely heavily on Apple. Taking Luxshare Precision as an example, the company’s 2019 annual report showed that sales to its largest customer were 34.651 billion yuan, accounting for 55.43% of the year’s revenue. Also in 2019, Desai’s largest customer sales The amount was 8.624 billion yuan, accounting for 46.76% of the annual sales.
Because of this, when there were rumors that Oufeiguang was removed from the supplier list by Apple, Oufeiguang had a lower limit at the opening. Apple has a huge voice in front of suppliers, and suppliers are also seeking platform development, looking for development space outside of Apple.
A large number of companies have found opportunities to settle down around the Apple ecology, but it is these companies that promote the prosperity of the Apple ecology. Apple’s hegemony has always existed, but for each company, collaboration is the key to win-win.
author: Liu Yiyi