The iPhone has cut prices, and behind the words, it involves millions of people.
2019, destined to be a year of fate, and the foundry behind the Apple crisis is in jeopardy. After all, it is a grasshopper on a rope, no one can be spared.
Dominoes fall down
A lot of Apple's gossip is from the supply chain. In this complex and huge ecology, the butterfly effect becomes more and more obvious.
The first to bear the brunt of Apple's sales decline is the founders who are busy assembling components on the assembly line. A report from Finance pointed to “Apple Village”. In Heshuo Factory, “He and his workers started to work without a class, and some people have left the factory.” At the end of last year, there were rumors that Apple told Foxconn and Heshuo to cancel XR. Production increase plan.
Last week, the Nikkei also reported that Apple cut its first-quarter sales forecast and reduced the planned production of three new iPhones. Jingdong, Suning and other e-commerce platforms also cut the price of Apple's new machine by a few hundred yuan for the first time.
In less than half a year from the September conference, the new products were cut across the board, and Apple, which is proud of its “brand premium”, was quite helpless.
However, the foundry was not the first to be involved, and its troubles have spread to the wider supply chain.
Apple camera lens supplier Largan Precision's sales in December fell 34% year-on-year, with revenue of 3.22 billion Taiwan dollars ($105 million), the worst December since 2013. Sales Performance. Coincidentally, Catcher Technology, a metal casing supplier for Apple's mobile phone, recently said it expects quarterly sales in January-March to fall from the same period last year.
The taste of all the way down must be uncomfortable. Apple, once a trillion market capitalization, has now fallen to a Facebook. Participants in the entire chain are also unable to escape the nightmare of falling, especially at the foundry,
some say the foundryThe roles of these years have not changed, they are the victims of the mobile phone brand bullying. From Motorola and Nokia to today's Apple, when the giants start to go down a bit, there may be "the bones" of countless foundries.
The history of the death of the foundry, this seems to be the ending that can not be rewritten for decades. After the climax occurred, the story had to come to an end.
The history of the death of the foundry
If the timeline is extended and the development of the entire mobile phone OEM industry is seen vertically, it is obvious that from the glory to the decline, the pain is not the mobile phone brand. In itself, more is the joy and sorrow of the foundry.
The term foundry originated in Taiwan. From PCs, mobile phones, and wafers, as long as the products can be produced by the assembly line, the Taiwanese people have the means to make the manufacturing process cost-effective.
Taiwan's "OEM Five Tigers" Guangda, Compal, Heshuo, Wistron, Inventec, once accounted for 90% of global computer shipments.
Mobile phones are like PCs, and there are also a number of foundries that serve mobile phone brands. But in the early days, the foundry was only a vassal, and Nokia, Motorola, Samsung, Sony Ericsson, etc. all have their own mobile phone assembly plants for research and development. Unimportant models (or mass-produced) will look for foundries to develop and produce.
Even so, during the heyday of Nokia, many foundries followed suit. However, the misfortunes and the blessings of the blessings, the blessings of the blessings, and the "causes" in each have long been foreshadowing.
Under the "smashing" of Apple and Samsung, Nokia's unstoppable downward trend triggered a series of butterfly effects, and the foundry could not escape the nightmare.
In 2014, Shuhui Technology, which used to have tens of thousands of employees, was put out of production. The foundry of the Taiwan-listed company is a supplier of Nokia's mobile phone keypad components, and Nokia is their main customer.
On the one hand, the business is too single. On the other hand, the technological innovation of Haohui also stops at the simple mobile phone buttons, thus missing the era of smart phones for touch screens.
It’s not just 闳晖. That year, many people thought that the mobile phone OEM industry entered a cold winter. Taiwan's Wanshida, Liansheng Technology, Dongguan Aosui Deshipu, Dongguan Zhaoxin Communications, Shenzhen Fuchang Electronics and many other small and medium-sized factory manufacturers, not stop productionIt is the boss who runs. Another once-high mountain Motorola has also dragged down a number of foundries, and Cylon is one of them.
The foundry has two crises: First, the chain crisis from the outside, such as the decline of Nokia and Motorola, will directly affect their survival. Second, the internal technical crisis, in addition to controlling costs and efficiency, it is also crucial to keep up with technology changes. In the same year, because of the death of Apple, the early days were to supply screens for the iPhone4. When the mobile phone was updated and the requirements for the screen were getting higher and higher, they failed to keep up with the pace of technological innovation.
In the era of smart phones, the division of labor has become more mature. With the rapid growth of mobile phone shipments, a new batch of foundries has re-emerged.
In 2010, Foxconn won Apple's iMac order, and since then, it has become a royal manufacturer of Apple iPad and iPhone. During the cooperation between the two parties, you yell at me. Apple made Foxconn famous and seated one of the world's largest foundries, and Foxconn is Apple's best-selling logistics support.
Even so, Apple began to consciously distribute orders to other foundries, and Foxconn relied too much on the consequences of Apple, and some were lessons from the past.
This is also an intractable problem in the foundry development process. For OEMs who rely on Apple, in order to satisfy Apple’s needs as much as possible, it is natural to put 90% of the energy in Apple. On the order, this cycle will only rely more and more on Apple.
Some people in the industry concluded: "In the era of functional machines, foundries have been domesticated into labor-intensive producers. Their only task is to ensure efficient and sustainable production capacity, as long as the replacement of Motorola and Nokia is not in the dynasty. There is no risk in the fall of the team; in the era of smart machines, the craft has been raised by Apple to an unparalleled level. Although the foundries are faced with various unequal treaties, Apple’s high profits enable them to still get a sweet and greasy piece of cake, after the apple In the era, the rise of domestic mobile phones has changed all of this. This is the beginning of the foundry crisis.”
The incremental space of the smartphone market is getting less and less, which is the consensus of the whole industry. Whether it is the apple that fell from the altar or the Huawei that is swaying, it has to face this reality.
Under the crisis of Apple, generationHow long can the factory last?