Author: Nakamura Yu
Source: Nikkei Chinese Network
Taiwan Hon Hai Precision Industry has lost its strong momentum in the past.The performance of customers such as Apple in the United States is strong, but Hon Hai's own profitability has declined year by year. Emerging companies in mainland China and competitors in Taiwan are constructing a surround net to try to capture orders.Guo Taiming, the founder of Charisma (Charisma, Super Leader), has stepped down for one year.For Liu Yangwei, the chairman of the new head, the problem is piled up.
Liu Yangwei emphasized at a press conference on August 12 that they (competitive companies) were unable to rely on a company against Hon Hai, so they were formed an alliance to try to compete with us.But Hon Hai is very powerful and limited.Hon Hai released a financial report from April to June this day.Although the profit growth is ensured, operating income decreases by 3 %.The problem of institutional investors and reporters who crowded Hon Hai Headquarters Press Club is not aimed at financial reports, but focused on not far -reaching future prospects.
The reason is that after entering July, Hon Hai's surroundings quickly changed.Hon Hai, the world's largest enterprise in the field of Electronic OEMs (EMS), has successively launched capital cooperation with Mainland China Emerging Electronic OEMs and other large -scale enterprises such as Mainland China and Weiyinzi.
In addition, Wei Chuangzhi also sold part of the Chinese factory to Lixun Precision Industry.Some people think that He Shuo United Technology will also sell its strong enterprises to Lixun Precision Industry.The three -strait three -strait alliances that show the weaving Hon Hai surrounding net are moving towards the realization.The three alliances are expected to carry out a large number of business cooperation in parts and components to obtain cost advantages.
Apple iPhone's production is more than 60 % of Hon Hai.If you form three alliances, simply calculate, and less than 40 % of the remaining sidewalk will be formed.
The reorganization is Apple, and its plan has a sequel.Apple is seeking adjustments that have been used for a long time.Previously, all orders were given to Taiwanese enterprises, most of which were manufactured in mainland China with low labor costs, but in the future, the ideas that were roughly divided into two are gradually being finalized.
According to this concept, about 30 million in the world's sales of about 200 million units will be produced by mainland Chinese companies.As a foundry enterprise, it is considered the most competitive of the new cross -strait alliance centered on Lixun Precision Industry.Hon Hai's absolute advantage in mainland China will disintegrate.
For smartphones sold outside the Chinese market, Apple will change the center of production to India.He Shuo United Technology decided to settle in India in July.Hon Hai and Weisuki have successively planned additional investment in India.Hon Hai is said to have launched the production of high -priced iPhone 11.Lost share in China can only be restored in India.
Apple adjustments to entrust the production system will gain a lot of advantages.One is to avoid Chinese risks.In the context of Sino -US opposite intensification, there is a danger of concentration of the production system.Although the United States does not levy high tariffs on smartphones, it is difficult to say that it is not possible in the future.Like China's Huawei technology smartphones, for communication devices manufactured in mainland China, the sense of vigilance of information leakage is also difficult to eliminate.
Another advantage is the reduction of procurement prices.China's factory labor costs have increased to more than twice in the past few years.This is why Hon Hai's profitability decreases.However, Chinese enterprise Lixun Precision Industry is expected to receive subsidies from the Chinese government.It is not bad for Apple to ensure income from production commissioned objects.
Hon Hai's annual net profit continued to decline in its peak in 2016, and it has not stopped falling.Sharp was acquired in 2016, but the income went downhill.At the financial report on August 12, Hon Hai revealed that the operating income from July to September this year is expected to decrease.
In the face of this predicament, what kind of answer will Chairman Liu give in one year?Liu Yangwei obtained a master's degree in the University of Southern California in the United States.Several enterprises have been established, one of which is sold to Hon Hai, and some companies are listed on the Nasdaq market in the United States, which are famous as cadres.
Liu Yangwei and Guo Taiming met in 1988.The two parties deepened their deepening trust through the business of the enterprise. In 2007, Guo Taiming was invited to join Hon Hai.As a special secretary, he assisted Guo Taiming as a special secretary. Before he took over the burden of business in 2019, he served as the head of Hon Hai's semiconductor business company.
In response to the role of Liu Yangwei, Guo Taiming told the Taiwanese media in January this year that although it was urgent to deal with himself, he was better than herself and was satisfied.This speech showed the unchanged trust of Liu Yangwei.
But after January, Guo Taiming suddenly disappeared from a working occasion about Hon Hai.Although it is still a director today, even the shareholders' meeting in June was absent for personal reasons.Although there are a lot of speculation, a person in the industry said that in terms of business, for the long -term communication between China and the United States, it is necessary to take into account the face of both parties. Therefore, Guo Taiming's participation in operation is not good.It is completely handed over to Liu Yangwei.
If Guo Taiming's operating style is based on the decision, then Liu Yangwei promotes the type of business through a logical judgment.The pressure on Liu Yangwei's shoulders is not light.
