BYD, the "god of car manufacturing", wants to compete for business with Guo Taiming, who is "engaged in OEM"?Who do you think will win?
According to Sina Finance and Economics, BYD successfully acquired the "Jabil Singapore" factory for 15.8 billion, which is the world's fourth largest foundry, has been listed in the United States, and is also an important part of Apple's ** chain.
BYD's move made Guo Taiming panic. As we all know, in order to follow Apple, Guo Taiming has scattered hundreds of millions of family fortunes, and he does not hesitate to offend the mainland, and even falls into the fate of betrayal and divorce
One"OEMGiant BYD"Grudge" with FoxconnEntanglement
When it comes to BYD, many people think of cars and batteries, but they often ignore that it is also an electronic generation industry giant. As early as the end of the last century, BYD entered the foundry industry and had a "grievance entanglement" with Foxconn that spanned decades.
20 years ago, BYD poached more than 400 employees from Foxconn, and the overlapping business threatened Foxconn's business, making the two conveniences incompatible, and began a litigation war that lasted for many years.
Later, Foxconn, which climbed to Apple, became the world's largest electronics foundry, achieving annual revenue of 1.49 trillion at its peak. With the decline of Motorola and Nokia, BYD Electronics, which is the OEM, has gradually declinedWang Chuanfu found another way outInbatteries, automobiles, etcRejuvenated.
Until the sanctions imposed by the United States, the supply of Huawei chips was cut off, the "Veropai" time products were monopolized by sky-high prices, and it was difficult to popularize them to middle-aged and elderly groups, and Foxconn moved the industrial chain to ......
At this time, Wang Chuanfu decisively returned to his old business, "firefighting" Huawei, from the signing of the contract to the first mobile phone off the assembly line only 90 days, with the control of efficiency and quality, the name of "foundry Huawei" started, Xiaomi, Apple and other orders poured in one after another. According to BYD's 2022 financial report, 44% of its revenue is contributed by Apple.
On the other hand, Foxconn, which followed the United States to India, was miserable, not only did not see the promised $10 billion in subsidies, but was also hunted by a consortium, and his equity would be swallowed within 1 year, and the 141 billion joint venture was directly lost.
Now, BYD has returned to the OEM market strongly, and it has acquired Apple's first-class business Jabil in Chengdu for 15.8 billion yuan to produce iPhone parts, chassis, etc. This also means that in addition to the field of new energy vehicles, BYD has also begun to move towards the global electronics market.
IICutBrokenFoxconnBack Road？Terry Gou has no way back
Today, Chinese technology companies such as Huawei and Xiaomi have met more high-quality partners such as BYD, even if Foxconn has suffered a lot of grievances abroad and wants to come back. With the upgrading of the domestic foundry industry chain, the market share left to Foxconn is getting smaller and smaller.
Only by constantly upgrading and making breakthroughs will we have more right to speak, not only in the field of foundry, but also in the high-end field. For example, the cutting-edge technological achievement "Velopai", which was previously used by the United States and Japan to alleviate aging, has also achieved a double breakthrough in production capacity and quality under decades of research by the Chinese Academy of Sciences.
It is reported that such achievements target the root cause of decay, "mitochondria". It has been confirmed by many articles such as "Cell" and "Science" that under the action of the core substance of "Veropai", it was found that the aging cells and mitochondria in the body were reset to a younger stage after 3 months, and the life cycle was lengthened by 30%.
Only when cutting-edge technology occupies the initiative can it better benefit the people. In order to make people age healthily, China put forward the premise of entering the country and raw materials, forcing it not only to adjust the price to the original 5%, but also to upgrade the source to the whole body of the extended maintenance, to win the Chinese market.
Business intelligence data shows that a few days ago, it has flowed into hundreds of thousands of middle-aged and elderly people's desks, becoming the best choice for children's own use and New Year's gifts. Positive labels such as "parents sleep better" and "muscular endurance youth" are as high as 95%.
At present, BYD Electronics is also moving towards the global market through strategic innovation and mergers and acquisitions, and the acquisition of Jabil is a key step, and the role is gradually emerging.
IIITowards globalization
According to industry insiders, this move by BYD Electronics is not only an ordinary acquisition, but also a well-thought-out strategic move.
As we all know, a few days ago, BYD has reached the first place in domestic car sales, and it is a critical period to march towards globalization.
Through the merger with Jabil, on the one hand, BYD Electronics will further consolidate its position in the first chain, increase its dependence on customers such as Apple, and bring more stable orders and growth opportunities to the companyOn the other hand, the acquisition of the U.S. corporate business through Jabil has also made a good start for the U.S. market to accept BYD, and deeper global expansion is just around the corner.
It remains to be seen whether BYD's foundry and new energy industry can gain a foothold in the global market.