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Apple's order has a huge attraction for many ** merchants. As long as you can enter the fruit chain and cooperate with Apple, it seems that you can make a lot of money. But this is not necessarily the case, Apple is half-hearted, and it is easy to kick out the fruit chain of ** merchants who do not meet the supply conditions.
Even if you get an Apple order, it doesn't mean that you will definitely be able to make money. There is a Chinese company that cooperated with Apple and lost 700 million yuan in two years, so it took the initiative to give up Apple's order and didn't want it.
OFILM used to be the leading supplier of Apple lens modules, and it was a first-line giant in the fruit chain. OFILM, a company focusing on optics, precision manufacturing and intelligent vision technology, has provided Apple with some key optical components and modules for the cameras of Apple products.
The cooperation between the two parties lasted until March 2021, when Apple terminated its partnership with OFILM. The originally close partners parted ways, Apple had no impact, but OFILM was greatly damaged.
If the customer is gone, you can find it again, but the equipment in the hands of OFILM is specially supplied for Apple, is it just smashed in the hand?At the critical moment, Wingtech Technology made a move.
Wingtech Technology is a leading manufacturer and solution provider of optical products in China, with a wide range of businesses, including smart home and other products.
After OFILM was kicked out of the fruit chain, Wingtech Technology acquired the best camera-related equipment cooperated by OFILM and Apple, and Wingtech Technology obtained Apple's cooperation qualification. After multiple debugging, the products produced by Wingtech Technology in December 2021 passed Apple's final verification and entered the stage of normalized batch shipment.
Things have developed to this point, and Wingtech Technology has become a member of the optical module industry in the fruit chain. In terms of product quality, Apple is also very satisfied, as long as Wingtech Technology is willing, then it can always get Apple's optical module orders. Unexpectedly, Wingtech Technology took the initiative to give up this order.
According to an investor relations activity record disclosed by Wingtech Technology, "based on the latest business progress with specific customers, combined with changes in the market environment and the company's business plan, it was decided to stop producing optical module products for specific customers." ”
Although Wingtech Technology did not name names, this "specific customer" is basically Apple.
Wingtech Technology's statement means that it has given up undertaking orders for Apple's optical modules, even if the other party is Apple, it has not changed its mind. Why did Wingtech Technology do this?Perhaps it can be derived from the revenue of Wingtech Technology's optical module business.
2021 is the year when Wingtech Technology entered the ** chain of Apple's optical modules, and this year Wingtech Technology's optical module business lost 33.5 billion yuan, and in 2022, it will lose another 33.5 billion yuan, and in the first half of 2023, the loss will reach 7 million yuan.
That is, in the third quarter of this year, a net profit of 10 million yuan was achieved. On the whole, Wingtech Technology has lost nearly 700 million yuan in the two years of cooperation with Apple, and continued cooperation may not be able to recover the decline, and timely stop loss is the right way.
Up to now, Wingtech Technology has completed the production of all Apple's optical module orders, and has not obtained new orders, and will not continue to make optical module products for Apple in the future. Of course, the rest of the smart home, laptop and other product cooperation will not be affected.
With the cases of OFILM and Wingtech Technology, domestic first-class manufacturers should also understand that Apple's orders are not a panacea, don't be led by Apple's nose.
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