为什么苹果（暂时）离不开中国？

@allensu9363
9:05 it’s also interesting how Apple times its launches. Most crops are planted in the spring and harvested in the fall, so migrant workers can start churning out iPhones right after their harvest keeping them fully employed

9:05 有趣的是苹果如何安排它的产品发布时间。大多数农作物在春天种植，秋天收获，所以农民工在秋收后能立刻投入到iPhone的生产线上，保持全年无休的就业状态！

@Houxiang
Agricultural mechanization has become very popular, in the countryside, in a certain season, the government will organize mechanization service teams to go to the countryside, and the old people who stay in the countryside only need to spend very little money to hire them to work. Much less money than working in the city.

农业机械化在农村已经非常普及了，在特定的季节，政府会组织机械化服务队下乡，留在农村的老人们只需花很少的钱就能雇他们干活。这比进城打工的成本低得多！

@jameslight4391
the restriction are being (may already be) reduce so this won't last long or is being weakened

这些限制正在（可能已经）逐步减少，所以这种情况不会持续太久，影响力也在减弱！

@nomulahemanth3109
As You Released your Video, Apple Doubled its India iPhone share to 15% in Just an Year, As per Tim Cook, Made-in-India iPhones are now the Majority iPhones Sold in The US overtaking Chinese-Made, So yes It is HARD to Replace China BHR POSSIBLE

就在你发布这个视频的时候，苹果在短短一年内将印度的iPhone生产份额翻倍到15%。据蒂姆·库克说，印度制造的iPhone现在已经超过中国，成为美国市场销售的主力。所以，没错，取代中国确实很难，但并非完全不可能！

@dewensun4332

Just some corrections. The migrant workers do receive health care social services at where they work. They also pay for social securities at the municipality of employment. This is one of the big incentive for the host city to接收 the workers. This “Gig” economy type of mass immigration is not driven solely by Apple, though apple is one of the largest. It works in China because there is an abundance of assembly “seasons” throughout the year from all the other manufacturers of xiaomi, Huawei, etc. The product releases of different brands are often timed around each other to accommodate this. So the workers usually transfer immediately to the assembly of another brand.
纠正几点。农民工在工作地确实能享受医疗和社会服务，他们还在就业城市缴纳社保，这是接收城市欢迎这些工人的一个重要的激励因素。这种“零工经济”式的大规模劳动力流动不只是苹果推动的，尽管苹果是最大的玩家之一。这在中国行得通，因为全年都有大量来自小米、华为等其他制造商的组装“旺季”。不同品牌的产品发布时间通常会相互协调以适应这种模式，所以工人通常会立即转到另一个品牌的组装线上！

@danielch6662
I wouldn't be surprised if the employers are talking to each other and cooperating.

如果这些雇主之间互相沟通、协同合作，我一点也不会感到惊讶！

@nothisispatrick6528
Certain people will watch this a believe the solution is to create a similar under class in the US

有些人看了这个视频会觉得解决办法是在美国也制造一个类似的底层劳工阶层！

@themainuchiwa
There is a big lie here, migrant workers are entitled to basic benefits when they are working in the same province, but not their family unless they have the national "passport"

这里有个大误解，农民工在同一个省份工作时确实有权享受基本的福利，但他们的家人不行，除非他们持有全国性的“户口通行证”！

@thewhitewolf58
In an era of ceos saying "I have a responsibility to maximize shareholder profits." We have a low chance of getting back factory jobs for Americans. Apple is the type of company to stop selling a red iPhone because it had a deal to donate a small part of the profits to charity, which was seen as an expense to be cut.

在这个CEO们高喊'我有责任为股东实现利润最大化'的时代，美国人想要拿回制造业岗位的希望渺茫。苹果就是那种仅仅因为协议要将一小部分利润捐给慈善机构就会停售红色iPhone的公司——这点支出在他们眼里就成了该砍掉的成本。

@Chinesesparrows
Yet many brands have left China for production, e.g. samsung for phone production years ago (although some of their RAM is still made there)

然而，很多品牌已经离开中国去别处生产，比如三星多年前就把手机生产转移了（尽管他们的部分内存还在中国生产）！

@TheKeeperofChaos
@Chinesesparrows yeah but Samsung left China for places that it sees as cheaper and safer from trade wars/politics. Mostly Vietnam and India. The point is the same: the CEOs only care about maximizing profit via cheap af production, whether its China or SEA.

@Chinesesparrows 是的，但三星离开中国是去了它认为更便宜、更能避开贸易战和政治风险的地方，主要是越南和印度。核心问题一样：CEO们只在乎通过超级便宜的生产最大化利润，而不管是在中国还是东南亚！

@Chinesesparrows
@TheKeeperofChaos because thats what consumers care about. look at the tons of near immediate landfill sold through temu just because low prices

@TheKeeperofChaos 因为消费者只在乎价格低。看看Temu卖的那些几乎会立刻变垃圾的货就知道了，就因为价格便宜！

@muathtezeghdenti1963
Real reasons not mentioned in your video:
1: China is Apple's biggest market
2: Rare Earth Minerals
3: No similar logistics and manufacturing flexibility worldwide
4: No similar number of STEM graduates available in other countries.
5: Government subsidies for export-driven economy.

视频里没有提到的真正原因：
1：中国是苹果最大的市场。
2：稀土矿资源。
3：全球范围内没有类似的中国物流和制造灵活性。
4：其他国家没有如此多的理工科毕业生。
5：政府对出口导向经济的补贴政策。

@AndorranStairway
For those who think China is paying a "slave labor" wage in China, just take a look at the USD RMB exchange rate. China is a largely export economy, so goods in China are considerably cheaper, and many in China can get by just fine on Apple's wages.
The salary may be below par in the tier 1 cities, but for those from the rural areas of China, it is actually pretty attractive.

那些觉得中国付的是“n隶工资”的人，看看美元对人民币的汇率吧。中国是个以出口为导向的大型经济体，其国内商品的价格低得多，很多人靠苹果的工资完全能过得不错。
在一线城市的工资可能不算高，但对来自中国农村的人来说，这个薪水其实相当有吸引力！

@wl6020
Its not $146 more per iPhone, in china, workers do 60 hour workweeks, while in america anything over 40 hours is overtime pay. Plus the parts cost will be higher due to supply chains in china having cheaper labor, transportation. It will be 200+ more per phone if everything is factored in.

每部iPhone的成本增加不只是146美元，在中国，工人每周工作60小时，而在美国，超过40小时就得算加班费。加上中国供应链的劳动力、运输成本更低，综合考虑，每部手机的成本会增加200美元以上！

@Praisethesunson
Rare earth chemistry(the stuff technology needs to exist) programs are offered in 39 universities across the country [in China], while the United States has no similar programs.
The USA does rent seeking not development.

中国全国有39所大学开设了稀土化学（科技必需的学科）课程，而美国没有类似的课程。
美国搞的是租金寻租而不是发展！

@randomnobody8770
They're seeking rent on everything they developed. Its profit, not rent. Getting out competed is the primary risk.

他们对自己开发的一切都在寻求租金。那是利润，不是租金。被竞争对手超越才是主要的风险！

@mariusvanc
Why study mining rare earths when no rare earth mines will be allowed to open anyways? Where will you take your American mining degree, to China?

既然根本不允许开采稀土矿，为什么还要学稀土开采？你的美国矿业学位能拿去哪儿用？去中国吗？

@keks-69
There are more than ten universities in the USA offering or developing programs directly related to rare earth(mining, processing, analyzing, sustainability,...)

美国有十多所大学正在提供或开发与稀土相关的课程（开采、加工、分析、可持续性等等……）

@vivekra
2:30 "Only 7% of iphones are made in India"
This seems to be incorrect. In FY25, 40 million iphones were made in India which is 20% of the total and an increase of 60% over the previous year.

2:30“只有7%的iPhone在印度生产”。
这似乎不正确。在2025财年，印度生产了4000万部iPhone，占总量的20%，比上一年增长了60%！

@Point-blank-01
20% iPhones are assembled in India, primarily they are made in China.
Latest releases are made in China and after sometime new releases arrive the same release which used to be the latest is now old and this is manufactured in India with the goal for Indian consumers and yet most of the components are made in China.

20%的iPhone在印度组装，但主要还是在中国制造。
最新款的iPhone在中国生产，过一段时间新款出来后，原来的最新款就成了旧款，这些旧款会在印度生产，目标是印度消费者，但大部分零件还是中国制造的！

@MarioMariaMario
Polymatter condescending tone on China is growing bigger video after video. The Hukou system isn't as strict as it is for cities like Shanghai/Beijing/Shenzhen. A factory worker in Zhenzhou can easily resettle there if employed for long enough

Polymatter对中国的傲慢语气在视频里越来越明显。户口制度在像上海、北京、深圳这样的城市确实严格，但在郑州的工厂工人如果工作时间够长，重新落户其实挺容易的！

@Ian-wq3vg
plus the whole point of the policy isn't to trap poor people in rural areas like he makes it sound, it's to develop the rural areas and avoid informal urban growth and the creation of slums

而且，这个政策的重点根本不是像他说的那样把穷人困在农村，而是为了发展农村地区，避免城市非正规扩张和形成贫民窟！

@harnoorsingh8520
But still, I think its unfair, every citizen should have the right to live wherever they want.

但我还是觉得这不公平，每个公民都应该有权利生活在他们想生活的地方！

@pan-z4m
I am a rural resident myself and have no intention of migrating to any city. Under the long-term demonization by the West, China's household registration (hukou) system appears to be completely misunderstood. Do you think that if someone's hukou is registered in one place, they can only live there? In reality, that's not the case.
Hukou signifies your registered address and determines the local social benefits you can access (including priority school enrollment, medical subsidies, home-purchasing eligibility - as some local governments implemented purchase restrictions during overheated real estate markets - public housing applications, and car license plate lottery eligibility (Beijing/Shanghai have car purchase restrictions requiring lottery draws)...). However, you can also choose to live in another city and become its resident (by transferring your hukou there) through various means: purchasing property in that city/holding certain degrees/paying X months of social insurance in that city/possessing certified skills/renting for X months, etc... Except for Beijing/Shanghai/Shenzhen which have relatively strict requirements, other cities have very lenient policies, some even with no barriers to hukou transfer.
Alternatively, you can choose to live in another city without becoming its official resident. By simply paying local social insurance, you can still enjoy most local welfare policies (though some benefits may be slightly inferior compared to local residents).
In China, rural land is collectively owned by all villagers of a community. Therefore, as long as you are a registered villager, you will have your own land and housing construction rights. Urban life is crowded, noisy, and stressful - nowadays, living in rural areas is actually a good option with open views, fresh air, and anything needed can be purchased online. Cities are just a short drive away. In the past, many were eager to abandon their rural hukou to become urban residents, but now many rural residents (including young people who mostly own urban properties) are unwilling to relinquish their rural hukou even while living primarily in cities. Moreover, for suburban farmers whose land gets acquired, it can mean striking it rich - in some affluent cities, villagers may receive over 10 million yuan per capita in compensation.
The hukou system was indeed initially designed to control disorderly population movement and prevent megacity slums, which did create an urban-rural dual structure with better urban welfare and poorer rural conditions - this aspect certainly deserves criticism. The squeaky wheel gets the grease; those closer to power receive more in resource allocation, while farmers, being farthest from power, indeed get the least. I truly feel sorrow for Chinese farmers. Simultaneously, deliberately suppressing rural benefits might have aimed to push rural residents toward cities to boost urbanization rates and prop up urban real estate markets.
However, ultimately, hukou has largely lost significant meaning in contemporary China (except in Beijing/Shanghai/Shenzhen). You can live in any city you choose - as long as you pay local social insurance, you can access local welfare (with some potential variations in specific benefits).

我就是农村户口，但是我不打算迁移到任何城市。
我觉得在西方的长期妖魔化之下，中国的户口制度似乎完全被曲解了。你们觉得某个人的户口在某地，他就只能在某地居住生活吗？事实上不是这样的。
户口意味着你的身份的登记地址，你可以享受当地的社会福利（包括优先入学，就医补贴，拥有购房资格（因为在房地产过热的时候，有些地方政府会出台限购政策），申请公租房，汽车摇号资格（北京/上海汽车限购，需要摇号）...）。但你同样可以去其他城市生活并成为其他城市的居民（将你的户口迁移到该城市），途径包括：在该城市买房/拥有相应的学位/在该城市缴纳X个月社保/拥有某些认证过的技能/租房满X个月，等等...除了北京/上海/深圳要求相对严格之外，其他城市都很宽松，甚至无落户门槛。
同样，你可以选择去其他城市生活，但不成为该城市的居民。只需在当地缴纳社保，你同样可以享受当地的福利政策（某些福利政策和当地居民相比可能要差一些）。
在中国，农村的土地归村庄所有村民集体所有，因此只要你是该村庄的村民，你就会拥有自己的土地和建房用地。城市的生活拥挤，嘈杂，压力巨大，现在反而生活在农村是一种不错的选择，视野开阔，空气清新，任何需要的东西都可以在网上购买，想去城市开车很快就能到。以前很多人十分愿意放弃自己的农村户口，期望成为城市居民，但现在很多农村居民（包括年轻人，大多数年轻人都在城市购买了自己的住房）不愿意放弃自己的农村户口，即便他们平时都生活在城市，也不想成为该城市的居民。另外，如果是城市郊区的农民，遇到土地被收购，那可是发一笔横财的时候，在某些富裕的城市，其村民可能在土地收购中得到人均超过千万的资产补偿。
户口制度一开始确实是为了控制人口的无序流动，避免形成超大城市和贫民窟，这的确造成了城乡二元结构，城市居民福利好，农村居民福利差，这一点确实值得批评。会哭的孩子有奶吃，离权力越近，在社会资源分配中拿到的就越多，而农民离权力最远，确实是得到最少的一批人，我确实为中国的农民感到悲哀。同时故意压低农村待遇，也可能有迫使农村居民迁往城市，提高城市化率以及为城市房地产业接盘的目的。
但总之，户口如今在中国已经没有太大的意义（除了北京/上海/深圳），你可以在你任何想居住的城市生活，只要缴纳当地的社保，你就可以享受当地的福利（具体的可能会有差别）。

@qrzone8167
@harnoorsingh8520
You can live wherever you want, you just cant use the government services unless you apply for a residence permit.
You can think of each province like a country, you can only be a citizen of one but a resident of many. You can become a citizen of another province, but you need to prove yourself, have a job, education, stay there for a long time.
Its mainly because rich regions of china simply cant support millions of opportunity migrants. So they say, you can live here but you are on your own until you contribute here enough

你想住哪儿就住哪儿，只是除非你申请了居住许可，否则不能享受政府服务。
你可以把每个省想象成一个国家，你只能是一个省的公民，但可以是多个省的居民。你可以成为另一个省的公民，但得证明自己，有工作、教育背景，还得在那儿待够长时间。
这主要是因为中国的富裕地区实在支撑不了数百万机会移民。所以他们说，你可以住这儿，但得靠自己，直到你为这里贡献够多！

@generalinfo3598
The labor price assumption is extremely flawed. A factory does not only consists of shop floor operators. There's line leaders, supervisors, managers, etc. Not to mention workers from other departments like finance, logistics, warehouse and IT.

劳动力价格的假设极其错误。工厂不只有流水线上的工人，还有线长、主管、经理等等。更别提还有财务、物流、仓库和IT等其他部门的员工！

@FreedomVLOG
In my opinion this video was made by someone who has never had his own company. I've turned it off after a few minutes. Comparing just an hourly wage between China, India and US makes no sense from a business point of view. An hourly wage of a person who assemblies the iPhone is just a small fraction of the entire cost. What about the materials that iPhone is made of? Their avialability and cost depending on the country of production (China has plenty of rare earth elements which are critical in modern electronics), the cost of managing the factory and other employees (like technicians, engineers, managers, cleaning personel, accountants, lawyers and so on), all the production equipment, electricity cost, access to educated work force, tax policies, R&D, marketing, HR etc.? Apple's net profit margin is averagely around 25%, so if you include all of the above costs, you need to invest around $750 for a single iPhone.

在我看来，这个视频的制作者从没自己开过公司，我看了几分钟就关了。单纯比较中国、印度和美国的小时工资从商业角度看毫无意义。组装iPhone的工人工资只是总成本的一小部分。iPhone的材料成本呢？它们在不同生产国的可用性和价格如何（中国有丰富的稀土元素，对现代电子产品至关重要）？还有管理工厂和其他员工（像技术员、工程师、经理、清洁工、会计、律师等等）的成本，生产设备、电力成本、受教育劳动力的获取、税收政策、研发、市场营销、人力资源等等呢？苹果的平均净利润率在25%左右，所以把以上所有成本算进去，一部iPhone得投入大约750美元！

@NoobsDeSroobs
It is not that it will become more expensive, it is that you would pay the actual price.
Right now the stuff is cheap because someone else pays most of the price through either being exploited, through blood, or through environmental damage.

我不是说会变得更贵，而是你得付真正的价格。
现在东西便宜，是因为有人通过被剥削、流血或环境破坏承担了大部分成本！

@LudosErgoSum
Outsourcing has destroyed strategic manufacturing for the sake of extremely short-term profit whereas investment incentives such as China has done is a strategic decision to usurp it’s competition and become the new superpower. It played on Western greed to win even more in a long-term plan for dominance; the biggest technological transfer in history has taken place, mostly voluntarily at the expense of our jobs and salaries just so the shareholder could make another buck. Say what you will, but China has been and forever after will be the hegemon of the world. There is only one way we should treat rich oligarchs, and that is the Kennedy/Lincoln way.

外包为了极短期的利润摧毁了战略制造业，而中国那样的投资激励措施则是为了超越竞争对手、成为新超级大国的战略决策。它利用了西方的贪婪，在长期主导计划中获胜；历史上最大的技术转移已经发生，基本是自愿的，牺牲了我们的工作和薪水，只为股东多赚一美元。随便你怎么说，中国已经并将永远是世界霸主。我们对待富有寡头的唯一方式就是肯尼迪/林肯的方式！