為何富士康會被調查，真的是只因為郭董之前要參選總統?

最近富士康受到調查的原因，只能說離婚總是會有離婚成本。環球時報的副標題指出，台灣企業在中國發展分享紅利的同時，也應承擔相對的社會責任。過去，中國因為需要創造就業，將富士康視為賓客，對該公司提供土地和稅務優惠，主要是對其背後蘋果供應鏈的重視。

這一切的目的是落實iPhone零組件的本土生產，並在當地進行組裝，然後出口到全球，構建一整條完整的電子產業鏈。富士康如此重要，就是因為它是組裝大廠，所有的上下游都圍繞著它運轉。

但這一切在2019年發生極大的變化，因為美國開始要求蘋果實現去中國化。該計劃有三個步驟，首先在越南和印度建立一到兩個小型組裝廠，然後淘汰中國供應商，增加海外供應商的訂單。接下來是擴大海外供應商的規模，讓他們在越南和印度擴建設施。最後，當這些小廠的規模足夠大時，整個富士康生產線將外移，實現產業鏈的全面遷移。

今年，蘋果再次將13家中國供應商排除在外，背後影響超過3000億人民幣的產能和大量就業機會。如果按中國的價值量估算，僅佔蘋果手機整體價值不到2.5%。與此相比，韓國上升到29%，日本維持10%不變，而美國上升到33%。電池和攝像頭分別交由LG化學和Sony，螢幕由三星供應，晶片則由台積電生產。最終，中國只剩下組裝和外殼生產，這使中國、越南和印度之間已經沒有太大的差別。

但是中國仍然是蘋果的最大市場，去年的銷售量和銷售額都是中國名列第一。換句話說，賺取中國消費者的錢，卻未將GDP回饋給中國。當鴻海（富士康的母公司）想要離開中國時，勢必需要承擔高昂的成本。

Recently, the reason for Foxconn's investigation can only be said to be the inevitable cost of divorce. The subtitle of the Global Times pointed out that while Taiwanese companies reap the dividends of development in China, they should also shoulder corresponding social responsibilities. In the past, China viewed Foxconn as a guest because it needed to create employment, providing the company with land and tax incentives, mainly due to its importance in the Apple supply chain.

The purpose of all this was to realize the local production of iPhone components and assemble them locally for global export, building a complete electronic industry chain. Foxconn is so crucial because it is a major assembly factory, around which all upstream and downstream operations revolve.

However, significant changes occurred in 2019, as the United States began to demand Apple's de-Chinaization. The plan had three steps: first, establishing one or two small assembly plants in Vietnam and India, then eliminating Chinese suppliers and increasing orders from overseas suppliers. Next was expanding the scale of overseas suppliers, allowing them to expand facilities in Vietnam and India. Finally, when the scale of these small factories became large enough, the entire Foxconn production line would be relocated, achieving a comprehensive migration of the industry chain.

This year, Apple once again excluded 13 Chinese suppliers, affecting over 300 billion RMB in capacity and a substantial number of job opportunities. If estimated by China's value, it accounts for less than 2.5% of the overall value of Apple's phones. In comparison, South Korea has risen to 29%, Japan remains unchanged at 10%, and the United States has risen to 33%. Batteries and cameras are supplied by LG Chemical and Sony, the screen by Samsung, and chips are produced by TSMC. In the end, China is left with assembly and shell production, making the difference between China, Vietnam, and India not significant.

However, China remains Apple's largest market, with last year's sales volume and revenue ranking first in China. In other words, earning money from Chinese consumers but not contributing GDP back to China. When Hon Hai (Foxconn's parent company) wants to leave China, it will undoubtedly have to bear high costs.