For most enterprises, once they are listed, it means heavy losses.
As many people know, Shenzhen Oumo Technology Co., Ltd., after being kicked out of the supply chain by Apple, its net profit plummeted by 90%. Even CCTV has stood up and warned domestic enterprises to be wary of "Apple dependence".
But many people may not know that a large part of the reason why Apple kicked Shenzhen Eurofilm Technology Co., Ltd. and lt out of the supply chain was that Shenzhen Eurofilm Technology Co., Ltd. and lt was included in the so-called "entity list".
This restriction has been lifted recently!
According to the announcement issued by Shenzhen Eurofilm Technology Co., Ltd. in the early morning of June 29, the US Department of Commerce has officially decided to remove Shenzhen Eurofilm Technology Co., Ltd. from the entity list, and Shenzhen Eurofilm Technology Co., Ltd. welcomes this.
As soon as this news came out, Shenzhen Eurofilm Technology Co., Ltd. lt immediately bid for the daily limit, and the number of orders exceeded 460,000.
Why did Xiaomei suddenly lift the restrictions on Shenzhen O-film Tech Co.,lt? Was the previous decision a mistake? I'm afraid not.
It is reported that Shenzhen Eurofilm Technology Co., Ltd. has always been famous for its lens business and has been a stable lens supplier for Apple before. However, since it was included in the entity list, Shenzhen Oumo Technology Co., Ltd. (lt), which lost its Apple order, developed new business on the one hand and transferred the old lens business on the other.
Not long ago, Shenzhen Oumo Technology Co., Ltd. completed the transfer of its 0/00% equity of Guangzhou Delta Imaging Technology Co., Ltd./KLOC-0 and related equipment of Jiangxi Jingrun Optics Co., Ltd., and the purchaser was Wen Tai Technology, a leading domestic semiconductor enterprise.
So to put it simply, Xiaomei lifted the restrictions on Shenzhen Eurofilm Technology Co., Ltd. because the value of Shenzhen Eurofilm Technology Co., Ltd. has shrunk dramatically and there is no threat.
Shenzhen Eurofilm Technology Co., Ltd. has been removed from the entity list, which means that American companies such as Apple can cooperate with Shenzhen Eurofilm Technology Co., Ltd. again. Then the question is, as an old supplier of Apple, can Oufeiguang return to Apple's supply chain?
Say the answer first, a high probability is impossible.
First of all, as far as Shenzhen Eurofilm Technology Co., Ltd. is concerned, it has suffered the loss of "Apple supply chain", and even CCTV once stood up and named Shenzhen Eurofilm Technology Co., Ltd., saying that China enterprises should diversify their layout to avoid "apple dependence".
As the saying goes, "You gain wisdom by eating a pit", Oufeiguang will not choose to return to the embrace of the fruit chain;
Secondly, even if Shenzhen Eurofilm Technology Co., Ltd., lt wants to return to the fruit chain, I am afraid there is no place. In addition, Shenzhen Eurofilm Technology Co., Ltd. has transferred its lens business and equipment to Wen Tai Technology.
It is reported that the suppliers of Apple lens modules are mainly LG InnoTek, Sharp (acquired by Foxconn), Shenzhen O-Film Tech Co., lt and Wen Tai Technology, which has just entered the market.
However, according to the latest news, Wen Tai Technology has been abandoned by Apple in the iPhone 14 order because Wen Tai Technology failed to complete the product verification in time after acquiring the related business of Shenzhen Eurofilm Technology Co., Ltd.
I would like to ask, even Wen Tai Technology, which acquired the key technology of Ou Feiguang, has not got the order. How can Shenzhen Oumo Technology Co., Ltd., which has lost its main equipment and technology, re-enter the Apple supply chain?
Finally, Apple's idea of transferring the supply chain is no longer obscure, and its CEO Cook recently publicly stated that it encourages enterprises in the supply chain to transfer to Southeast Asia.
In addition, the dominant position is now in Apple's hands. Apple is not indispensable to Shenzhen Eurofilm Technology Co., Ltd. lt, and it is difficult for Apple to accept a company that has been listed as its own supplier. After all, what if the company is restricted from supplying again?
Therefore, to sum up, Ou Feiguang simply does not have the conditions to return to Apple's supply chain, and Apple will no longer accept Shenzhen Oumo Technology Co., Ltd.
In fact, it doesn't matter that Oufeiguang can't return to Apple's supply chain. What is important is that it once again tells us a truth: backwardness will really be beaten!
Finally, I want to ask you a question: What are your different views on Xiaomei's removal of Shenzhen Oumo Technology Co., Ltd. from the entity list?