Apple의 무서움

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하기 글은 유튜브로도 확인 가능합니다. 많은 구독 및 관심 부탁 드립니다^^

 

 

2018년 기준, Global Smartphone 판매 수량 기준 2위 혹은 3위 (중국의 Huawei와 치열하게 경쟁중)를 기록할 것이 확실한 미국의 Apple.

특유의 디자인 및 카메라 성능, 소비자의 감성을 파고 들어 High-end position 에서 절대적인 위치를 구축한, 돈 벌어들이는 기계 ‘Apple’.

LG화학 다니면서도 느꼈지만 애플의 갑질은 참 대단하고 놀랍고 무섭다.

막무가내가 아닌, 어느 정도의 합리적 판단에 근거한 배터리 단가 후려치기 (?), 품질 issue가 나면 벌떼처럼 달려들어 밤낮 가리지 않고 conference call을 연속으로 하는 것은 물론이고 이슈가 closing 될때까지 난징공장에서 몇개월이고 대기하는 지독함 등.. 

이슈가 생겨서 delivery 문제가 생기면 다른 경쟁사로 물량이 넘어가고 더구나 Apple에 얼마만큼 공급하느냐에 따라서 해당 회사의 공장 라인 가동률이 판이하게 달라지기 때문에 Management 입장에서는 Apple의 요구, 요청이 다소 무리하고 부당하게 느껴진다 하더라도 그들의 요청을 무조건적으로 수용할 수 밖에 없다.

근데 이런건 LGD 쪽 얘기를 들어봐도 마찬가지더라.. 

그런데 오늘 아침에 이런 기사가 뜨네?

사실 애플의 ‘갑질’은 그동안 말은 안해서 그렇지, 이것뿐만이 아니다.

애플은 주로 하반기에 휴대폰 신제품을 내놓곤 하는데 TV, 온라인 등의 언론 매체를 통해서 대대적인 광고를 뿌린다.

그런데 아이폰 광고를 release하는 주체가 제조사인 애플이 아니다. 바로 아이폰을 유통하는 통신사가 자신들의 돈을 써가면서 광고를 한다. (※ 물론 애플이 자기 돈 들여서 때리는 광고도 있음)

 

‘아이폰xx도 역시 KT’ → 광고 문구 디게 웃기지 않은가?ㅎㅎ

상기 기사도 그렇고 상기 광고 copy에서도 알 수 있듯이 애플은 자신들 혹은 아이폰이 가진 우월적 지위를 활용,  자기 돈 거의 쓰지도 않고 남의 돈 가지고 광고하면서 돈을 무지막지하게 벌어들이고 있다. 

Apple Biz는 아래와 같이 굴러간다고 보면 된다. 참고하삼.

A. 본인들은 제품 컨셉 잡고 디자인만 구상함.

B. 폰 생산? 중국 Foxconn이나 Flextronics 등에서 외주를 활용 (극한의 라인 효율을 위해 사람들 닭장 같은 곳에 가둬놓고 목표 수량 나올때까지 족침. 그래서 폭스콘에서는 라인 노동자들이 자살까지..)

C. 폰에 들어가는 Hardware? LCD는 삼성이나 LG, JDI 거 갖다 쓰면 되고 배터리는 LGC나 SDI, 혹은 ATL, 카메라는 이노텍이나 Sony 거 쓰면 될 일.

애플에 부품 공급하겠다는 회사 널리고 널렸음. 애플 Vendor에 들어오고 싶으면 품질 좋고 가격 싸고 납기 철저하게 하삼. 알겠음? 아님 너희들은 Get Out!

D. 이제 통신사들 차례임. 부품사나 EMS 업체들 조져서 완제품이 나왔네? 아이폰 유통하고 싶으신 통신사님들~ 빨리 오세요~~~♩ 빨리 안오면 아이폰 유통권, 경쟁사로 넘어갑니다~

Verizon, AT&T, T-mobile, Metro PCS, Orange Telecom, Vodafone 등 통신사들은 애플 특유의 갑질에 혀를 내두르지만 어쩔수 없음. 그냥 받아들이는 수 밖에.

예전에 LG전자를 상대로 배터리 영업했을 때 기회가 닿아 미국 및 유럽 통신사들에게 LGE와 더불어 공동 Promotion을 했었는데 한 미국 사업자의 Senior Manager가 이런 얘기를 하더라.

“LG전자 휴대폰이 진심 잘되었으면 좋겠다. 왜? Apple 및 삼성을 견제하려면 LGE Phone이 경쟁력 있어야 하니까..”

사실 Carrier (통신사들을 원래 Carrier라고 부른다)는 휴대폰 제조사에게 있어 갑 of 갑이다. 왜냐고? 그들이 휴대폰을 사주는 위치에 있기 때문.

근데 애플이 튀어나오면서 이 상황이 역전됨. 진짜 오래 살고 볼일임.

우리나라? 처음에는 KT가 독점 유통권을 따냈지만 몇년전부터 통신 3사 모두 아이폰 유통 중. 근데 어떻게 된 일인지 아이폰 광고까지 통신사에서 다 해줌. 

애플 형님들의 칼을 휘두르는 능력(?)은 정말 상상초월임.

근데 나는 솔직히 말해 이게 갑질이라고 생각하지 않는다.

자연, 인간이 살고 있는 사회를 비롯한 모든 생태계는 ‘힘의 논리’ 하에서 움직인다고 본다. 

본인들이 보유하고 있는 힘, 재력, Knowledge, 제품, 서비스 등이 우월하면 상대방을 무릎 꿇리게 할 수 있고 이를 바탕으로 본인들이 원하는 바를 이끌어 낼 수 있다.

애플도 마찬가지다. 아이폰의 경쟁력이 워낙 탁월하니까 부품 Supplier, EMS 협력회사, Carrier (통신사)까지 다들 애플 형님들한테 알아서 설설 기는 거다.

이렇게 업체들이 알아서 다 해주니 애플의 영업이익률이 30%를 넘는거지.

<상기 사진은 애플 본사가 위치한 캘리포니아의 쿠퍼티노. 흔히들 아메리칸 사이코들이 사는 곳이라고 하지 ㅎㅎㅎ>

Apple에 대한 우려가 여기저기에서 터져나오고 있다. 

Long이 맞을지,, Short이 맞을지,,,

난 개인적으로 소나기는 피해야 한다 생각함. (하기는 블룸버그 뉴스를 퍼옴)

Brandon

Post Author: Brandon Kim

MONEY

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