We all know that Foxconn can become the world's largest foundry In addition to its own strength, it mainly relies on hugging Apple's thighs and using the domestic market. However, in Gou's view, this is not the case, he believes that Foxconn can become the world's largest foundry, only related to its own strength and Apple, does not recognize the huge help provided by the domestic market, and arrogantly said that Foxconn to build a factory in China is to give mainlanders a reward for food; more said that if Foxconn is threatened by the mainland, Foxconn has the ability to transfer production base anytime and anywhere. With Apple providing a large number of orders for it, it has put on a posture of going if you want to go, but now that its apple royal foundry status is not guaranteed, does Gou's Foxconn still dare to go if it wants to go?
Apple's royal foundry status is not guaranteed
Foxconn has long been Apple's largest foundry since it built a factory in the mainland, but now its status is not guaranteed, and a domestic foundry is challenging it and is expected to surpass it, which is Luxun Precision. For Luxun Precision, many people should be more familiar, because its founder Wang Laichun was once a Foxconn employee, coupled with the early enterprises mainly rely on Foxconn shunt orders to survive, the early days were called small Fuji.
But a few years ago gradually got rid of Foxconn, began to challenge Foxconn, after several years of development, has now surpassed Foxconn in market value, and received more and more Apple orders, this year for the first time to take Apple new machine assembly orders, a total of more than 10 million units, after the new machine assembly orders will gradually increase, in 2023 is expected to become second only to Foxconn in the iPhone new machine assembly orders. The new iPhone order, coupled with its share of AirPods, is also the assembly supplier with the highest share of AirPods in the world, and these two points can launch a real challenge to Foxconn.
And according to the recent news released by Tianfeng International analyst Guo Mingxi, Apple is expected to release its first AR and MR headsets in 2024, and the initial exclusive OEM is Luxshare Precision. It is said that Luxshare Precision is already preparing for the production of AR and MR headsets, so it is a fact that it is the exclusive OEM of AR and MR headsets for Apple. Now ar and other equipment is a lot, the demand is very large, with this part of the order, even if the new machine OEM can not surpass Foxconn, but in the total OEM for Apple products to surpass Foxconn is not a big problem. For Foxconn, its position as Apple's largest foundry will not be guaranteed.
Does Gou dare to leave whenever he wants?
Previously, Foxconn was Apple's largest foundry, coupled with its leading foundry technology, Apple could not find other alternative factories to take over the huge number of orders in addition to finding Foxconn OEM, and would not easily give up Foxconn. At the same time, with the gradual rise of domestic labor costs, Apple also wants Foxconn to transfer to areas with low labor costs, so Gou Taiming dares to put on a cruel face to put on a look of wanting to go, and after leaving, the loss is only domestic, because apple supports Foxconn itself is not affected.
However, after the factory transfer to India and Vietnam was hit hard because of the restrictions of the local industrial environment, and after running back to China to recruit a large number of workers to ensure the supply of apple production capacity, I don't know if Gou Taiming saw the reality, not his Foxconn is rewarding domestic people to eat, but the domestic food for him to eat. Do you dare to go as you please?
Before Apple used to you, it was under the premise of ensuring sufficient capacity supply, and it was impossible to ensure that production capacity was nothing in Apple's eyes. With the rise of other foundries such as Luxshare Precision in China, coupled with Apple's strategy of not putting eggs in the same basket, it does not want to rely too much on Foxconn, and has deliberately tilted orders to other domestic manufacturers. Now there are many manufacturers who are eligible for OEM for Apple, they are fully capable of eating apple orders in Foxconn's hands, Foxconn feels too good about itself and will eventually end up with the same ASILM who was kicked out of the supply chain by Apple, with plummeting revenue, market value guarantee, and finally surviving with a broken arm.
summary
Bay enterprises like Foxconn who open factories in the mainland always can't see the situation clearly, just like TSMC, after becoming bigger and stronger, they look down on the domestic market and domestic enterprises. They are all like a bear, one means to give domestic employees a meal to eat, and one means that the country will never be able to make high-process chips. Facts will prove to you that if Foxconn cannot do without the domestic market, high-end process chips will also be manufactured in China, and eventually the chips will become cabbage prices.
If you want win-win cooperation, the country welcomes, but please correct your attitude. The domestic market is so huge, it will not be impossible to operate because of the lack of a certain enterprise, even Apple, the world's largest market value of the enterprise does not dare to say that it will leave the domestic market, a small foundry dares to say that leaving the domestic market is a domestic loss, this is not dead do not know afraid.
Just go? Nowadays, Apple's royal foundry status is not guaranteed, can Foxconn still be able to stand up?
Who gave Gou's courage?