OFILM counterattacked, Cook was heartbroken, and foreign media believed that Huawei was ahead of Apple
Competition in the high-tech industry is never fair, and as long as you have a say, then you can dictate to other companies, or even have a long arm to govern. The typical representative is Lao Mei, who uses its own voice in related industries to suppress Chinese companies such as Huawei and ZTE, which makes many people extremely angry.
Under the suppression of Lao Mei, ZTE was fined billions of dollars, and related business development came to a standstill. Huawei is not bad, under the suppression of the United States some time ago, it has expanded a number of businesses, and its development prospects are very good. Even so, Huawei's revenue has dropped from more than 89 billion yuan at its peak to more than 630 billion yuan in 2022.
In addition to Huawei and ZTE, there are also some lesser-known companies that have also suffered losses in the US crackdown some time ago, such as OFILM. It is reported that OFILM is one of the world's largest lens module manufacturers, and every year it is the world's leading lens module for well-known mobile phone manufacturers, such as Apple, Huawei and other manufacturers.
Since Apple is an important customer of OFILM, and Apple's order profit is high, OFILM's revenue and profit are more dependent on Apple. In 2019, Apple launched a program of"Failure to follow the rules"For the reason, OFILM was expelled from the iPhone chain, and OFILM fell into a worrying situation.
It is reported that in January 2020, OFILM's profit was -194.5 billion yuan, compared with the previous estimate of 81-9.100 million yuan is a far cry. Since then, the market is not optimistic about the development prospects of Oufeiguang, its market value has fallen by 90%, and the company's development has reached the point of life and death.
And a few days ago, this situation changed, a foreign ** said:"Huawei has replaced Apple. How is this possible?We're still looking down.
At the end of August, Huawei officially launched the sale of Huawei Mate60Pro mobile phones, and sales exceeded 800,000 units after 3 days of sales. In early September, Huawei officially opened the sales of Huawei Mate60 series models, which once again triggered a buying boom in the Huawei Mate60 series in the market.
Due to the large sales volume of Huawei Mate 60 series models, insufficient production capacity has become one of the main obstacles to the sales growth of Huawei Mate 60 series. To this end, Huawei executive Yu Chengdong said:"We have been working overtime for urgent production.
In this context, Huawei's mate60 series ** chain is also constantly expanding production and recruiting, which also allows some manufacturers on the mobile phone ** chain to quickly recover their vitality and gradually get rid of their dependence on Apple. For example, OFILM we talked about earlier is a typical representative.
It is reported that OFILM and Huawei Mate60 series have adopted an in-depth cooperation model, and its lens module and even fingerprint module have participated in the ** chain system of Huawei Mate60 series, and occupy a considerable equity share. With the order of Huawei Mate60 series, OFILM's business situation has also heated up, almost to the point of resurrection.
Maybe Cook didn't expect it, just like Apple's **chain"Abandoned"In the same way, OFILM will bring a new reversal surprise to Huawei's first-chain system. This shows that as long as there is basic technology, no matter how many orders are only temporary, there will always be enterprises to fill the vacant production capacity, just like this Oufu company did.
This time, the return of OFILM has also brought inspiration to domestic enterprises, which is embodied in the following aspects.
First of all, although Apple's ** chain system is huge, which company"Connections"With the legs of Apple's ** chain, then this enterprise can develop very well. But through the Oufeiguang meeting, we can know that even without Apple's requirements, the normal operation of domestic enterprises is not necessary to put Apple in.
Secondly, Huawei's influence in the market, the first-chain system is not lost to Apple, and Huawei's first-chain profit is not much worse than Apple's. Huawei is fully capable of filling Apple's vacated orders, which is the rise of the domestic first-class chain system.
Third, don't put your eggs in one basket, put your eggs in several baskets. This Oufeiguang meeting tells us that by grasping income, we should also grasp profits, because profits are the foundation of an enterprise's development.
According to reports, Apple's orders account for only 10% of Optigon's total orders, but Apple's orders account for a large portion of Optigon's profits. It is precisely because of this unbalanced profit margin that Apple's orders have such an impact on Optico.
Know that it's important not to put your eggs in one basket, but even more so in several baskets.
This is what OFILM's return tells us: only by supporting domestic products, the domestic first-class chain system will become more and more perfect, and it will get rid of the foreign first-class chain system"Stuck neck"。
Obviously, Chinese companies have already unscrewed from technology"neck"Turning to unscrew the ** chain system"neck"。Because of the change in the situation, foreign media have said: Huawei has replaced Apple.
Domestic companies must improve themselves and hope that Huawei will become more and more of one of them. Only in this way can we seize the opportunity in international competition and develop and grow.