Pegatron shut down a 90 billion capacity factory and abandoned 100,000 employees to go to India for the second Foxconn
Some time ago, Apple's market value hit a new high of $3 billion, becoming the only listed company in the world with a market value of more than $3 billion, which attracted worldwide attention. Some industry experts said that the growth of Apple's market value has nothing to do with the development of the artificial intelligence industry, but is first and foremost based on the revenue growth brought by strong demand for iPhones and high shipments.
Many people may be curious to know that in the global high-end smartphone market, the iPhone can occupy more than 80% of the market share, and can also take most of the profits in the global smartphone field, what is its unique charm?
iPhone has a unique and environmentally friendly iOS system, it also has a unique A series chip with excellent performance, which is one of the main reasons why iPhone mobile phones are highly sought after by consumers, and the most critical point to help iPhone products ship is actually Apple's complete ** chain.
This ** chain not only includes the world's leading mobile phone parts manufacturers, including Sony, Samsung, SK hynix and other well-known enterprises, but also TSMC, Foxconn, Pegatron and many other well-known foundries. This production chain not only provides the iPhone with a variety of excellent parts, but also enables the iPhone to be shipped in large quantities.
Foxconn, Wistron, etc. are well-known Apple foundries, but these foundries are mainly responsible for producing iPhones for Apple, while other foundries are responsible for producing Apple laptops, tablets, and other smart devices. For example, Pegatron and Asus are subsidiaries of Centres, mainly producing laptops and smartphones for Apple.
In 2004, ASUS came to Chinese mainland to build a factory and set up a factory in Shanghai Kangqiao Industrial Zone. As a subsidiary of ASUS and ASUS, ASUS has not only attracted many workers, but also received a lot of orders for Apple's OEM laptops and mobile phones.
With Chinese mainland's excellent production capacity and Apple's considerable number of orders, ASUS has developed rapidly, becoming the world's fifth largest laptop foundry in just a few years, with more than 100,000 workers and an annual production capacity of more than 90 billion, making it one of the well-deserved electronic foundry giants.
But what people didn't expect was that not long ago, Chase suddenly announced the closure of production lines in Chinese mainland and began a large-scale transfer abroad. Although Chase did not announce the reason for the closure of the production line, many industry experts and ** have also speculated.
Pegatron's parent company is one of Apple's major foundries, and Pegatron's main orders** are also Apple's laptop and mobile phone foundries. It can be said that Pegatron has long been suffering from it"Apple dependence"Without the support of Apple's orders, there will naturally be problems such as overcapacity and plummeting revenues.
Some time ago, Apple was keen to transfer production capacity to lower-cost places such as India and Vietnam, including Foxconn, Wistron, Pegatron, etc., all of which invested in India. Previously, Apple also introduced 14 ** chain manufacturers such as Lucent Precision into India to build factories, and Apple also reported that it is expected that around 2027, about 50% of iPhones will be put into production in Indian factories. This also means that Zhangtai's iPhone orders in Chinese mainland have begun to decline sharply.
In addition, Pegatron's factory is located in Shanghai, which is a city with high labor costs, land costs and even operating costs. Even if Pegatron does not withdraw from Chinese mainland, it is likely to choose a lower-cost place to build a factory. However, judging from the current situation, Pegatron is likely to follow Apple's lead and invest in building a factory in India.
However, the market environment in India is very complex, and India wants to build a local industrial chain with the help of foreign companies, but it does not want foreign companies to make money in the Indian market"India makes money and Indian flowers, and one by one they want to take it home", including Xiaomi, Lenovo, Qualcomm, Wofonda and a large number of internationally renowned enterprises have settled in India!The market has been"pits"The difficulty of doing everything possible to build a factory for India can be imagined.
In addition, including Foxconn, Pegatron and the local Indian company Tata Group all want to get Apple iPhone orders in India, but it is difficult to compete with these companies in terms of production capacity, capital scale, technology or other aspects, and they may not be able to get as many orders to build factories in India as Apple.
In fact, "People**" has long pointed out that Chinese companies must get rid of their dependence on Apple and build a local industrial chain. Domestic mobile phone parts manufacturers such as OFILM and Goertek have been squeezed out of the production chain after a sharp decline in revenue due to their over-reliance on Apple's orders. Now, BYD, Lixun Precision and other domestic foundry enterprises have developed rapidly, focusing on building a domestic industrial chain and reducing dependence on Apple orders, and have also achieved good results.
Some people may worry that the withdrawal of foundry companies such as Foxconn and Pegatron from Chinese mainland will have a certain impact on the manufacturing industry. But in fact, this kind of labor-intensive industry should be transferred to the area with low labor force, what we need to do is to accelerate the modernization of the industrial chain and cultivate local brands.
Some time ago, Qian Guan Entertainment, a well-known notebook computer OEM company, closed its Shanghai factory in China for nearly 20 years, which attracted widespread attention at home and abroad. Many have speculated that the company may exit Chinese mainland and follow Apple's lead in shifting production capacity to India.