In addition to assembly, China also plays an important role in the field of Apple components.
Taking the data of the top 200 suppliers disclosed by Apple in 20 19 as an example, there are more than 87 apple supply chain enterprises in China, including 4/kloc-0 in Taiwan Province Province and 46 in Taiwan Province Province, while there are 38 parts enterprises in the industrial chain in the United States and Japan, and less than 30 in Europe and South Korea.
This shows the position of China enterprises in Apple's industrial chain.
However, a storm of apple industry chain in China surged.
Recently, Shenzhen Eurofilm Technology Co., Ltd. (lt), a leading optical component company, announced that Apple will terminate its purchasing relationship with its subsidiaries and will no longer obtain existing business orders from Apple.
According to preliminary estimation, by the end of 2020, the book value of related equipment assets of Shenzhen Oumo Technology Co., Ltd. is about 3.282 billion yuan, accounting for about 365,438+0.78% of the company's net assets. In 20 19, Apple contributed116.98 million yuan to Shenzhen Eurofilm Technology Co., Ltd., accounting for 22.5 1% of the total revenue.
Affected by the news, Ou Feiguang's share price plummeted.
What happened in the end? Why was Shenzhen O-film Tech Co.,lt excluded from Apple's industrial chain?
First of all, everything is not without warning. On September 1 2020, the media reported the possibility that Apple would remove Shenzhen O-Film Tech Co. (lt) from the supply chain list, including that all iPad touch orders would be transferred to manufacturers in Taiwan Province Province, China.
Secondly, we need to explore the interests behind it.
2016165438+10. In October, Oufeiguang acquired Sony Electronics South China Company for 158 billion yuan, and established Oufeiguang Photography Technology Guangzhou Co., Ltd., a subsidiary of Oufeiguang's mobile phone camera module business unit.
At that time, Sony mastered the market share of Apple's 50% front camera and 10% rear camera, so that Shenzhen Oumo Technology Co., Ltd., lt successfully entered Apple's optical lens supply system.
During Trump's tenure, the United States set off a climax of anti-globalization and conservatism. In July 2020, the US Department of Commerce listed Nanchang Oufei Optoelectronic Technology Co., Ltd. as an entity list.
The decision made by the US Department of Commerce is not in line with the objective reality, so Shenzhen Oumo Technology Co., Ltd. called on the United States to re-examine it in order to be treated fairly. You know, Oufei Image is one of Shenzhen O-film Tech Co.,lt's core businesses, and its subsidiary ranks second in performance.
The U.S. Department of Commerce will supervise the commercial activities between Shenzhen O-Film Tech Co. (lt) and American companies, which may eventually affect the upgrading iteration of factory equipment, or eventually lead to the failure to deliver components and products to Apple according to the standards.
Therefore, Shenzhen Aoying Technology Co., Ltd. also tries to grasp the time window and seek ways to break through the situation.
It explains why Apple kicked Shenzhen Eurofilm Technology Co., Ltd. out of the supply chain list. Next, are Apple suppliers in China ready to deal with it?
In June, 2020, 165438+ 10, its subsidiary, Oufei Image, was renamed as Quandamei Image Technology Co., Ltd.
At the same time, Shenzhen Eurofilm Technology Co., Ltd. began to plan to sell Delta images to maintain the performance of its subsidiaries and avoid supply chain risks.
Shenzhen Oumo Technology Co., Ltd. has successively contacted Wen Tai Technology, Lux, Lance Technology, BYD and Lingyizhi. Finally, on February 7th, we signed an intention agreement with Wen Tai Technology, an Apple supply chain manufacturer, to purchase the related business assets of the latter's Apple camera in cash.
However, with the breakup between Apple and Shenzhen Eurofilm Technology Co., Ltd. lt, the variables have greatly increased and the clouds are overcast.
Can China enterprises do nothing in the face of such a blockade?
Change gives you some ideas.
Five thousand years of civilization will give birth to strategic thinking, which will become the core of breaking the game.
As far as the company is concerned, Shenzhen Aoying Technology Co., Ltd. adopts the style of "the east is not bright and the west is bright".
First of all, while maintaining the rapid growth of the optical device business of mobile phones, we should explore new customers, make efforts in the supply chain relationships such as Xiaomi and Oppo, and make efforts in the touch business of tablet computers and Android, constantly optimize the touch business structure, and find ways to improve and improve profitability.
Ou Feiguang once announced that the independent development strategy of Android touch business has achieved initial results, and the terminal manufacturers of Android products are mainly from China and South Korea, which will hedge the loss of leaving Apple's supply chain.
Secondly, among the three core businesses of Shenzhen Eurofilm Technology Co., Ltd. lt, namely optics, optoelectronics, microelectronics and smart cars, smart cars follow the upward trend of the cycle and usher in opportunities. Shenzhen Eurofilm Technology Co., Ltd. is also strengthening its business capabilities in the field of intelligent central control and driver assistance systems.
When the core optical business is uncertain, Shenzhen Oumo Technology Co., Ltd. increased its investment and invested 5% of its annual revenue in research and development. By the end of 20 19, Shenzhen Eurofilm Technology Co., Ltd. had obtained 3,338 global patents, ranking first in the industry. In 2020, the most advanced mobile phone camera technology with 5.9 mm thickness, ultra-thin module size, high-efficiency lens group and continuous high zoom will be introduced.
In any case, in the supply chain dilemma, China enterprises have no choice but to live in the sunshine and seek new development opportunities. No one can predict who will be China's next supplier.
After the impact of Ou Feiguang incident, some people doubted whether the apple industry chain in China would come to a dark moment.
Maybe you saw the low-end labor-intensive industries in China's industrial upgrading spilling over to Southeast Asia and India, but you didn't see China's huge bonus for new engineers. In terms of R&D and application, the new demographic dividend has played a vital role, giving us enough competitiveness and voice in the industrial chain.
On the other hand, China Company is responsible. In this era of globalization, China needs to go out and hone its core competitiveness on the international stage. This requires not only a lot of investment in scientific research and development, but also the support and encouragement of every China person to China enterprises.
In this once-in-a-century great change, the only way to resolve uncertainties and risks is for Qi Xin to make concerted efforts, give full play to China's wisdom, and look at the future from a strategic perspective, believing that science and technology will change the world and benefit mankind. We are full of confidence in China's enterprises and future.
# Apple # # Shenzhen Eurofilm Technology Co., Ltd., lt # # Industrial Chain # # Supply Chain # # Shenzhen Eurofilm Technology Co., Ltd., lt's opening restriction was eliminated by Apple's industrial chain #