According to the internal staff of Quanta, Quanta has decided to formally stop the server production line in Taiwan Province Province in April and move the related equipment to Songjiang in mid-May. "Quanta's server business suffered serious losses. Although the new factory in Songjiang has not been fully completed, for Quanta, the server production line in Taiwan Province Province can be dismantled one day earlier. "
Since June 65438+ 10 this year, Quanta has successively moved its notebook computer production line to Shanghai.
Another loss-making project of Quanta is the mobile phone OEM business. At present, "Quanta Shanghai Manufacturing City" has completed the erection of the mobile phone production line, and 60% of the mobile phone OEM business is produced in the Mainland. "The relocation of the mobile phone production line is also an inevitable trend of Quanta this year."
Li Durong, deputy general manager of Quanta Group, admitted Quanta's relocation in an interview. "Not only servers, but also some production lines of notebooks and mobile phones have been relocated recently."
On the afternoon of April 4th, Quanta issued a public statement, stressing that "deep cultivation in Taiwan Province Province and global distribution" is still the long-term development strategy of Quanta Group. In the future, Quanta will integrate global scientific and technological resources centering on Quanta R&D Center in Taiwan Province Province.
Li Durong said: "Shanghai Songjiang will be Quanta's only production base in the future. In the future, Quanta will also move part of its R&D business to Shanghai to carry out global division of labor with R&D institutions in Taiwan Province Province. "
Server "west"
"There is much to be done, and the welfare is widely expected." The names of several subsidiaries of Quanta Group in Shanghai show the customs of Taiwan Province Province. QSMC's homepage of Quanta Shanghai Manufacturing City shows that on February 7, 2000, Quanta Group invested 65.438+0.7 billion US dollars in Shanghai Songjiang Export Processing Zone, and established eight subsidiaries, including Dafeng, Dagong, Dawei, Daye, Dafu, Dali, Daren and Daqun, headed by Dafeng (Shanghai) Computer Co., Ltd.
Among them, Dafeng mainly produces notebook computers, taking into account the production of IT products such as servers, mobile phones, LCD monitors and LCD TVs; Dagong mainly produces servers and laptops; Daye mainly produces mobile phones.
According to public information, all eight companies of Weiye Welfare are directly invested by Quanta Group. Dahui is invested by Guanghui Electronics under Quanta Group, Dayan is invested by Guangming Optoelectronics under Quanta Group, and Dawei is a subsidiary of Guangwei Netcom.
Employees of Dafeng (Shanghai) Computer Co., Ltd. told this reporter that since March, Quanta's headquarters in Taiwan Province Province began to transfer the supporting equipment of the server production line to Songjiang on a large scale, and these equipment were mainly distributed in various subsidiaries of Quanta Shanghai Manufacturing City.
"Because the financial affairs of subsidiaries are independent of each other, the equipment transfer of subsidiaries needs to go through import and export procedures, so the large equipment of Quanta's headquarters server in Taiwan Province Province has not been moved, and we are discussing where to put it." The employee explained.
According to the announcement of Quanta Group, the operating income of Quanta Group in February 2005 was NT$ 24,533.597 million, which was lower than NT$ 65,438+25109.752 million in 2005. According to informed sources, the change mainly comes from the losses of Quanta Group's server business and mobile phone business, and the server business suffered very serious losses.
Zhang Tao of CCID Consulting's Computer and Software Consulting Division believes that the server business has been aimed at high-end users, and the price is relatively stable. However, since last year, due to the strong entry of Dell, the industrial environment of servers has been worse than in previous years. As Quanta Group, whose server business scale is not very large, its server business will be dragged down more obviously. "Obviously, in order to stabilize profits, Quanta Group is the best policy to effectively control costs."
Shanghai Songjiang Industrial Zone's investment policy for productive foreign-funded enterprises is attractive to Quanta Group, which is facing cost pressure.
The announcement on the home page of Songjiang Industrial Zone shows that productive foreign-funded enterprises in the industrial zone can enjoy the tax rate of 15% and pay enterprise income tax. If the operating period exceeds 10 year, the enterprise income tax will be exempted in the first and second years from the profit-making year, and the enterprise income tax will be halved in the third to fifth years.
In addition, Songjiang Industrial Zone is also responsible for providing low-rise land prices. For industrial land with municipal infrastructure, the land lease price is $30 to $35 per square meter in the 50-year use right.
Li Durong emphasized that moving to Shanghai is not just for cost reasons. "This is the layout of Quanta's global strategy. At present, there are hundreds of people engaged in notebook R&D in Songjiang, and the mobile phone R&D team is also in training. Songjiang will be one of our future global R&D bases. "
Missed Dell, IBM
As the most important notebook computer OEM business of Quanta Group, it is also facing fierce competition. In recent years, in order to effectively reduce costs, notebook computer OEM enterprises in Taiwan Province Province have accelerated the pace of westward advancement, among which Quanta, Acer? , Shenda, Volkswagen, Compal, Inventec, Huayu, Hon Hai and so on. They all set up factories in mainland China, and some manufacturers, such as Inventec, even manufacture and ship all their products from mainland factories, leaving only R&D and Taiwan Province test lines.
"At present, the Yangtze River Delta in China has become a notebook OEM base all over the world." Zhang Tao said that the major contract manufacturers of notebook computers in the world are basically from Taiwan Province Province. In 2003, their proportion in the Yangtze River Delta was only 60%, and in 2004, the proportion was close to 80%.
Zhang Shiwei, an IT analyst at Analysys International, believes that although Quanta's performance in 2004 was impressive, it was the first notebook computer manufacturer in the world to ship more than100000, accounting for about14 of the global total, and its advantages in cost control and management will continue to expand, but the gross profit margin of Quanta Group's notebook computer business was 8.8% in 2002, but in 2003 and 2003.
The main reason for the decline of Quanta's gross profit is that notebook OEMs bargain with each other for OEM customers.
In April 2005, around 1, Dell played an "April Fool's Day" joke with Quanta and Compal. First, Quanta won the order of Dell's low-cost consumer notebook computers that Compal was in charge of before, and then Compal unexpectedly won the order of Dell's commercial notebook computers that Quanta had controlled for a long time (mainly at a medium price). Recently, Dell handed over the order of high-priced notebook product line operated by Compal for many years to Quanta again.
Quanta and Compal both paid a huge price for "losing blood and grabbing orders". According to insiders familiar with the bidding process of orders, Quanta has made great achievements in supplying Dell's commercial notebooks and lowered the price to express its determination to defend the order to Dell. But Compal still got this order, which obviously made the latter offer a price that made Dell more excited, and Quanta will definitely win all orders for Dell's follow-up high-end notebooks in Compal's hands in the same way.
According to insiders of Quanta, in 2005, Quanta's notebook computer orders from IBM were "snatched away" by Foxconn, which was an important reason for Quanta to accelerate its "westward advancement". Taiwan Province Hon Hai Group behind Foxconn has always been called "monster" by the industry. Zhang Tao believes that although Hon Hai Group has not yet entered the top five notebook computer OEM manufacturers in the world in 2004, it is only a matter of time before Hon Hai Group enters the top three in terms of its financial strength, manufacturing strength and customer resources.
"Last year, Quanta Group claimed that the breakthrough of $654.38+0 billion was slightly wet." Insiders of Quanta said, "This year Quanta claims to have exceeded the performance of $6,543.8+0.2 billion. Obviously, the pressure will be greater. In the face of fierce competition, effective cost control is imminent. "