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The term "Apple dependence" suddenly arose in the industrial chain, originally the cooperation was two sides, but Apple stood in a condescending position in the industrial chain, and could adjust the cooperative relationship with suppliers at will. And those manufacturers who no longer have too much cooperation need for Apple, Apple will choose to terminate the cooperation.
However, due to the large dependence on Apple orders, once the opportunity to cooperate is lost, the loss is obvious. OFILM is one of them, with a net profit loss of 2.7 billion yuan last year, but OFILM has not given up on the future. At present, OFILM has announced the establishment of a new business unit and entered a new field.
In this regard, what kind of market will OFILM enter? Can you get rid of apple dependence completely?
After separating from Apple, OFILM launched a diversified layout action
Apple orders are very attractive to many manufacturers, and they all hope to cooperate with Apple to participate in the division of the big cake in the supply chain market.
But Apple orders are like a double-edged sword, with advantages and disadvantages. The advantage is that it can bring greater revenue protection to manufacturers, and the disadvantage is that once it is dependent on Apple orders, when Apple no longer provides orders, the company's revenue will be affected.
If you don't adjust to the state, you may stumble in the future. But fortunately, OFILM, which experienced losing Apple orders, did not have this problem.
In addition to the expected situation in the financial report, OFILM's belief remains firm. Observing OFILM's action layout and industry news can verify this.
For example, OFILM has cooperated in the intelligent car business and established supplier relationships with more than 20 automakers. A variety of performance products have entered the lens supply chain of mainstream mobile phone manufacturers in China.
Not only that, OFILM said on April 26 that it adjusted the new strategic plan and established the IOT Ecological Division and the Meta-Universe Division.
OFILM established a new business unit to enter new fields and new markets. One is the IOT Ecology Division, and the other is the Metacostem Division. IOT specifically refers to the Internet of Things, and OFILM's business in this market mainly covers smart door locks and webcams. Metacosm includes optical lenses and image modules for VR/AR products.
From the perspective of the new field of OFILM's entry into this time, the identity span of the lens supplier manufacturers with OFILM itself is still a bit large, and it is completely impossible to see that there is too much relationship with OFILM's main business.
However, since OFILM decided to set up a business unit in these two major market areas, it is said that it has been carefully considered and researched. And if you look closely, the newly formed business unit is not completely derailed from the main business, IOT's web camera, meta-universe image module are part of the lens market.
That is to say, after the separation of OFILM and Apple, it is looking for a more suitable path for development, and carries out diversified deployment actions according to some of its existing advantages.
Since the business unit has only just been established, it is not clear what kind of market results will be achieved in the future and how much industrial effect it will achieve. But what is certain is that OFILM is already getting rid of Apple's dependence, eliminating the impact of losing Apple orders.
Can you get rid of apple dependence completely?
Apple stopped cooperating with OFILM's orders, which has a significant impact on the latter. Last year's net profit loss was 2.7 billion yuan, and in the past few quarters, the half-year financial report data showed a year-on-year decline.
Apple is completely unaffected, losing a lens module supplier Apple can still find a replacement, Apple can create hundreds of billions of dollars in revenue in a quarter. Not to mention revenue, some of the fines Apple faces alone are hundreds of millions.
But the volume of ordinary suppliers naturally cannot be compared with Apple, and there is no comparison significance.
The point is that OFILM needs to do what he should do and go the way he should go. Quickly adjust to the situation and find a way to the future.
Now, OFILM obviously has a clue, the establishment of the two major business units shows that OFILM no longer put eggs in a basket, the effect of diversified deployment is to achieve more market opportunities. Can this move completely get rid of Apple dependence?
The answer is obvious, and it must be, because there is no better alternative than that. OFILM was originally mainly engaged in lens modules and is a leading manufacturer of precision optical components in the domestic industry.
Since oeming for Apple, OFILM has also purchased a large number of special production equipment. Until the termination of the cooperation, these valuable devices were put on hold. Either find a buyer to take over, or Apple will change its mind and go back to production.
But in contrast, it is more reliable to find a buyer to take over. After experiencing these things, OFILM has realized that Apple's order is not a ticket to the future, in its own hands, independent and controllable industrial chain resources are.
In fact, not only OFILM, the experience of this Chinese company should attract more people's attention, understand the importance of diversified layout, understand that Apple orders are not omnipotent, and it is impossible to bring a lifetime of food and clothing. At the critical moment, we must rely on our own efforts in exchange for a better future.
summary
OFILM officially announced that it has entered the new market and established a new IOT ecological division and a meta-universe division. In these new markets, OFILM follows the trend and takes a development path suitable for itself. We expect OFILM to shine again in the new market, proving that even without Apple orders, it can be done.
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