As the world's most valuable technology company, Apple's associated supply chain companies will be proud to enter Apple's supply chain, even if it is to provide a small part for Apple, it will make the supplier company a leader in the segment.
However, high returns at the same time, but also means to bear high risks, supply chain companies will be because of some small adjustments from Apple, and affect the future fate of the entire enterprise, the follow-up chain reaction is also quite obvious, OFILM is one of the representatives.
As a leading manufacturer of precision optoelectronic thin film components in China, OFILM holds many precision optoelectronic thin film components manufacturing patents, and has long been engaged in research and development, production and sales in related fields, and has provided lens modules for Apple.
On March 16, 2021, OFILM announced that the company received a notice from a specific overseas customer that the specific customer plans to terminate the procurement relationship with the company and its subsidiaries, and the subsequent company will no longer obtain existing business orders from specific customers.
OFILM also said that the specific customer contributed 11.698 billion yuan of operating income to OFILM in 2019, accounting for 22.51% of the company's total revenue that year, and only Apple can affect of OFILM's development prospects by itself.
Therefore, after the announcement was confirmed, the news that OFILM was kicked out of the supply chain by Apple has been basically confirmed, and affected by this, OFILM's performance has been greatly affected.
A few days ago, OFILM issued an announcement that it expects a net loss of 1.9 billion yuan to 2.7 billion yuan in 2021, and the official said that there are two main reasons for the large year-on-year decline in net profit in 2021.
The first is the impact of the termination of the procurement relationship by the specific overseas customer, the company's product shipments related to the specific customer decreased significantly year-on-year, and the company also assumed the operating costs incurred by the subsidiaries related to the specific customer business after the termination of the procurement relationship.
Secondly, due to major changes in the international trade environment, Huawei's smartphone business has been subject to restrictions such as chip supply cuts, resulting in a sharp year-on-year decline in of OEMCO's shipments of multiple products.
It can be seen that although it is a great thing to break into Apple's supply chain, over-dependence on Apple can sometimes become the biggest weakness, and OFILM obviously has such weaknesses, and after being kicked out of the supply chain by Apple, an originally profitable company has now begun to lose money.
In fact, there are not many "fruit chain" companies like OFILM in Chinese mainland, and the problem these companies are now facing is how to reduce their dependence on Apple's supply chain.
Previously, the official media mentioned that reducing the dependence on Apple's supply chain can ensure the future development of Chinese enterprises. The OFILM incident is just a microcosm, because OFILM was first included in the entity list by the United States, and then kicked out of the supply chain by Apple.
Huawei's mobile phone business today's encounter is also caused by the United States after it was included in the entity list, so the best way for Chinese technology companies to have a better future is to continuously improve their comprehensive strength.
When our industrial chain has formed a set of closed loops, from component procurement to assembly production to sales, it can be fully controlled, it is really strong, in the final analysis, we are not strong enough.
The author is very much looking forward to Chinese technology companies to stand out and really become bigger and stronger, and hopes that that day can come as soon as possible. What do you think about this, welcome to comment, like, share, talk about your views.