OFILM and Wingtech Technology The story behind Apple s supply chain

Mondo Technology Updated on 2024-01-19

OFILMJustYesRightApplesofExcessiveDependencyofaTypicalcaseExampleAlsoPositiveCauseFor this reason, ** will call on local companies to give up their dependence on Apple's ** chain and diversify.

Fortunately, OFILM completed the strategic change in the shortest possible time and reversed the original downturn. However, after OFILM failed from Apple's ** chain and learned from it, another Chinese company with a close relationship with OFILM also suffered the same fate.

OFILMto24.200 millionof, towardsWingtechTechnologynowAffiliatedofImagingequipmentcompanyDeltaSince then, Wingtech Technology has become one of the largest camera module manufacturers in China, and has also received orders from some large customers. Delta re-entered Apple's ** chain, which surprised many people, after all, OFILM has been excluded from the ranks of ** merchants, and now it suddenly began to provide new products, which made many people very worried.

By the end of the year, they had not received any new orders. According to the official statement of Wingtech Technology, the publicDivisionwillRightsectionwithhouseholdsofOpticsmoldblocksConductedStopproduction, thisoneDecidedpolicyPossiblyYescausedpcsPercentage pointsofLossesAlthough the specific customer did not say it explicitly, everyone understood that it was definitely talking about Apple. Obviously, they were also like OFILM, which was collapsed by Apple's ** chain.

And that's to be expected.

In the market for optical modules, the competition is very fierce, because Apple is the largest customer, so it is also available in a variety of ways. OFILM itself does not have any leading position, and there is even a danger of being replaced, if Wingtech Technology is allowed to take over, it will be even worse. moreImportantYes,withApplescompanyofpolicySlightlyhappensIt's a lotchangechangethemVeryPossiblyYeswillThatsomeQuotientBandtoIndiaCome on

In the Indian market, everyone understands that as a Chinese company, you must be cautious. Obviously, if you follow Apple's plan, then Wingtech Technology's investment will be very large, and there will be certain risks. , thisspeciessituationdownAlsoNopeSuch as:TimelyStopStoplosslost

Of course, the main reason is that this technology is not particularly competitive, and most companies can do it, so they can have more options, and if there is something they are not satisfied with, they can completely change one. For example, OFILM, he was kicked off after violating this regulation. But if there is really any key technology that causes Apple to be unable to find the right ** person, then the situation is completely different.

After all, their ** chain is good,ButIfNopeEnoughofTechnologythemCompletelyYeswillthemselvesofproductsSellGiveApples。Especially now, Apple is not hiding its diversification strategy, and we should be ready for Apple's ** chain.

Fortunately, Wingtech Technology is not the main goal of this, if they choose to retreat, at least they will not be so embarrassed by OFILM. This shows that the survival of Chinese companies lies in not relying too much on Apple and looking for a diversified ** chain. EveryoneYesWhewYesLookActPleaseInhereStaydownCommentThumbs upShare:

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