华为在美国的销量几乎为零。而苹果公司的 iPhone 全球销量有 20% 来自中国。如果双方都禁止对方的设备在各自的市场上销售,谁会遭受更多的损失?
2024-01-03 Phelps 11875
正文翻译
华为在美国的销量几乎为零。而苹果公司的 iPhone 全球销量有 20% 来自中国。如果双方都禁止对方的设备在各自的市场上销售,谁会遭受更多的损失?


评论翻译
Kanthaswamy-Balasubramamaniam
It's not that Simple

这并不简单


Iphone has 20% Global Sales in China

iPhone在中国占全球销售的20%

The Iphone manufacturing ecosystem in China employs 85,000 people plus a further 100,000 Ancillary people

中国的iPhone制造生态系统雇佣了85,000人,另外还有100,000名相关人员

These people get their money from Apple in Dollars as a fresh input into their economy

他们从苹果公司得到美元,为他们的经济发展提供新鲜血液。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


These Dollars transform into EXTRA RMB and these extra RMB help in promoting growth

这些美元转化为额外的人民币,这些额外的人民币有助于促进增长

If China bans the Iphone, then Apple loses its 20% Market Share but these 185K people will lose their jobs and the money, the dollars , the extra dollars that flow into China and convert to EXTRA RMB will no longer be there

如果中国禁止iPhone,那么苹果将失去其20%的市场份额,但这185,000人将失去工作和金钱,美元,流入中国并转化为额外人民币的美元也将不复存在

It's Scorched Earth

这是一场焦土之战

Apple may lose $ 100 but China will lose $ 13–14 in the process

苹果可能会损失100美元,但中国在这个过程中将损失13-14美元

On the other hand Huawei has no such ecosystem in US

另一方面,华为在美国没有这样的生态系统

So US can ban Huawei overnight

因此,美国可以一夜之间禁止华为

All that US loses are maybe 200–300 Distributors and Retailers who will simply sign newer deals with Samsung and Lenovo and other brands.

美国失去的只是可能有200-300个分销商和零售商,他们可以简单地与三星、联想和其他品牌签订新协议
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Why do you think China didn't counter ban US Products reciprocally?

你认为中国为什么没有对美国产品进行对等禁令?

Take for instance India

以印度为例

India can ban 50 Chinese Apps overnight because there is no ecosystem and at most 50–100K Tiktokers will be out of money

印度可以一夜之间禁止50个中国应用程序,因为那里没有生态系统,最多可能有50-100,000名Tiktok用户会失去收入

China on the other hand sells millions of dollars of components to India and around 37,500 Chinese work in these factories that sell components to Indian brands of Electronics and Chinese Electronics sold in India

另一方面,中国向印度销售数百万美元的电子元件,大约有37,500名中国人在这些向印度电子品牌销售元件的工厂工作,以及在印度销售中国电子产品

China can't easily ban Indian products supplied by Chinese markets

中国不能轻易禁止中国市场供应的印度产品

So in China, Apple will have to fall naturally

因此,在中国,苹果将不得不自然而然地衰落
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


As Competition intensifies and sales reduce, the ecosystem shrinks

随着竞争的加剧和销售的减少,生态系统会缩小

185K becomes 50K and then 11K and finally collapses on its own

185,000人变成50,000人,然后变成11,000人,最终自行崩溃

Like Mitsubishi

就像三菱一样

Once the Ecosystem had 65,000 People, by the time it went, it had 2,500

生态系统曾经有65,000人,到最后只剩下2,500人

However if Apple relocates its ecosystem to India and Vietnam, then China will ban the iphone in 20 seconds flat

然而,如果苹果将其生态系统搬到印度和越南,那么中国将在20秒内禁止iPhone

Even if Apple keeps its ecosystem only small enough for the Chinese market alone, China will ban the Iphone by morning and ensure Apple doesn't get a dollar in Chinese sales

即使苹果只保留足够小的生态系统供应中国市场,中国也将在立即禁止iPhone,并确保苹果在中国销售中得不到一分钱

Harry Cooper
The answer by Kanthaswamy-Balasubramamaniam is fantastic! But also in the mix regarding the decision to ban Huawei in the US (it really isn’t simple) is the fact that Huawei is overseen by the Chinese government. There should always be a concern when a nation with an intelligence capability as massive as China controls technology that can be exported worldwide and end up in the pockets of people all over the world.

Kanthaswamy-Balasubramamaniam的回答很棒!但在禁止美国华为的决定中(这确实并不简单),事实是华为受到中国监督。当一个拥有如此庞大情报能力的国家控制可以出口到世界各地并最终进入全球人民口袋的技术时,总是应该有所担忧。

While it is fair to say that the US government does have some influence over American technology manufacturers, it is not to the degree that China has over Huawei. Apple has demonstrated that it is not a puppet of the US government and will resist any effort to use its products in any way that might disadvantage its customers.

尽管可以说美国政府确实对美国科技制造商有一定影响力,但并不像中国对华为的影响力那样大。苹果已经证明,它不是美国政府的傀儡,并将抵制任何可能对其客户造成不利影响的行为。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Nations like China and Russia exert significant influence over industries in their nation especially with regard to technology that is exported to adversarial countries. Many Americans are very concerned about how NSA collects data from cell phone use for intelligence purposes. When companies like Huawei sell products that people like, they somehow forget that these companies routinely provide the same kind of metadata to the Chinese intelligence service.

像中国和俄罗斯这样的国家对其国内产业,特别是出口到对抗国家的技术,施加了重大影响。许多美国人非常担心NSA如何收集手机使用数据以进行情报活动。当像华为这样的公司销售人们喜欢的产品时,他们不知何故地忘记了这些公司经常向中国情报部门提供同类的元数据。

Asim Qureshi
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Why did the United States ban the sales of Huawei products?

为什么美国禁止销售华为产品?

The real underlying reason is that the US is a superpower in relative decline, it wants to keep its pole position, and starting this trade war with China is its attempt to restrain China's rise.

美国禁止销售华为产品的真正根本原因是,美国是一个相对衰落的超级大国,它希望保持自己的领先地位,而发动这场与中国的贸易战是其试图遏制中国崛起的举措。

China's economy is not only catching up with the US’s fast, in terms of absolute GDP, but China is currently building a transport infrastructure that will lix it to all of Asia, Africa, Middle East and Europe through the $1T Belt and Road Initiative, which is essentially a modern Silk Road.

中国的经济不仅在绝对GDP方面迅速赶上美国,而且目前正在建设一个将其与亚洲、非洲、中东和欧洲连接起来的交通基础设施,这是一个价值1万亿美元的“一带一路”倡议,本质上是一条现代丝绸之路。

It is arguably the greatest infrastructure project in human history - and it will propel China forward.

可以说,这是人类历史上最伟大的基础设施项目,它将推动中国向前发展。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Chinese construction companies have already secured $350B of construction contracts, but it doesn't end there. China is building mutually beneficial business relationships with countries across the world.

中国建筑公司已经获得了3500亿美元的建设合同,但事情并不止于此。中国正在与世界各国建立互利的商业关系。

The US, on the other hand, bombs, bullies and sanctions its fellow countries, not only destroying them but leaving a world that increasingly doesn't trust it which will leave it less influential than it should be.

另一方面,美国轰炸、欺凌和制裁其他国家,不仅摧毁了它们,而且留下了一个越来越不信任它的世界,这将使它的影响力不如应有的那样大。

The US bullies countries all the time, but this time it has picked a fight it won't win.

美国经常欺凌其他国家,但这一次它挑起了一场自己赢不了的斗争。

Jay Crabowski
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原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Is it true that Huawei’s phone sales increased while Apple’s phone sales decreased and why?

华为的手机销量增加而苹果的手机销量减少是真的吗,为什么?

Yes Huawei dominated the 2nd place in global phone sales mostly because they concentrate on the big markets like China (35% of the world market) and India (15%) , whereas Apple can only be #1 in America (10.5%) where people care more about the image / cool factors and not quality of their devices.

是的,华为在全球手机销量中占据了第二名的主导地位,主要是因为他们专注于像中国(占全球市场的35%)和印度(占15%)这样的大市场,而苹果只能在美国(占10.5%)成为第一,那里的人更关心产品的形象/时尚因素,而不是产品质量。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Apple has been resting on its laurels since Steve died, the IPhone hasn't even changed its design in 4 years, their computers have just been REMOVING ports drives and features because their marketing department said “thin” was cool

自史蒂夫去世以来,苹果一直在停止向前,iPhone的设计甚至在4年内都没有改变,他们的电脑一直在删除端口、驱动器和功能,因为他们的营销部门说“薄”很酷

The “new” tech they were developing , the charge mat = scrapped

他们正在开发的“新”技术,充电垫 = 被取消。

The main guy who develops their A series chips quit

开发他们A系列芯片的主要人员辞职了

Their streaming service is merely a cheap rip off of Netflix , but with an online gaming channel like what Google is bringing out on YouTube, But Apple doesn’t have any good game development companies. …

他们的流媒体服务只是Netflix的廉价山寨,但带有一个在线游戏频道,就像谷歌在YouTube上推出的那样,但苹果没有任何好的游戏开发公司。…

I honestly think Apple is the New Nokia , going to fail because they lost touch

我真地认为苹果是新的诺基亚,即将面临失败,因为他们失去了感触和创新。

In 10 years they will only really be a finance company

10年后,他们只会是一个金融公司
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Ted Chyn
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What will happen to Huawei if they stop selling their products in the United States?

如果华为停止在美国销售他们的产品,将会发生什么?

Huawei has been under a ban in the United States for over four years, and it has also faced restrictions on purchasing products needed for its handset. However, Huawei has found ways to continue generating income by collecting patent fees directly from cell phone vendors or indirectly through cross-patent licenses with companies like Ericsson and Nokia, and this trend is expected to persist.

华为在美国已经受到禁令四年多了,它还面临着购买手机所需产品的限制。然而,华为已经找到了继续通过直接向手机供应商收取专利费或通过与爱立信和诺基亚等公司进行交叉专利许可来产生收入的方法,这一趋势预计将持续下去。

In the face of U.S. and its vassal states’ sanctions, including severe penalties, Huawei's revival is nothing short of a Miracle. Sales of Huawei handsets and communication equipment suffered due to chip embargoes and trade sanctions, resulting in a 33% drop in revenue in 2020 and 2021. Instead of giving in, Huawei adopted a survival strategy. The company's employees traveled around the world to identify new opportunities and diversified into various tech sectors, including energy storage, cloud computing, chip design, operating systems, application software development, autonomous vehicles, green energy control systems, and artificial intelligence.

面对美国及其附庸国家的制裁,包括严厉的处罚,华为的复苏简直是一个奇迹。由于芯片禁运和贸易制裁,华为的手机和通信设备销售额下降了33%,导致2020年和2021年收入下降。但华为没有屈服,而是采取了一种生存策略。该公司的员工走遍全球,寻找新的机会,并在各种技术领域进行了多元化发展,包括能源存储、云计算、芯片设计、操作系统、应用软件开发、自动驾驶汽车、绿色能源控制系统和人工智能。

After three years of relentless effort by all employees, Huawei not only rejuvenated its handset business with the launch of the 5G Mate60p but also underwent a significant transformation, evolving from a regional telecommunications equipment company into a technological powerhouse. With its handset business on the mend and a diverse portfolio of thriving ventures, Huawei once again became a persistent challenge for the U.S. for many years to come. The company owes much of its success to the notoriety generated by Western nations, primarily led by the United States.

经过所有员工三年的不懈努力,华为不仅通过推出5G Mate60p重振了其手机业务,而且经历了一次重大转变,从一个地区性的电信设备公司转变为一个”技术强国“。随着其手机业务的复苏和多元化的繁荣业务组合,华为再次成为未来多年来对美国构成持续挑战的公司。该公司的成功在很大程度上归功于由美国主导的西方国家所产生的恶名。

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