Puna: ʻO ka ʻoihana ʻo Oriental Fortune
ʻO ka mea i hala aku nei, ua hoʻolaha ʻo Luxshare Precision, i ʻike ʻia no kāna kumu hoʻokumu no Apple's AirPods, e loaʻa iā ia ʻelua mau ʻāpana waiwai piha o Wistron no RMB 3.3 biliona.Manaʻo ʻia e hoʻopau i ke kālepa ma mua o ka hopena o kēia makahiki.Ma hope o ka pau ʻana o kēia hana, e lilo ʻo Luxshare Precision i mea hoʻokumu mua o Apple ma ka ʻāina nui o Kina, a na ka hui iPhone foundry e hoʻokomo i ke koko hou.
Ma ke ʻano he hui uila uila ODM, ʻaʻole ʻike ʻia ʻo Luxshare Precision i nā mea kūʻai maʻamau.Akā ma ka mākeke lua, ʻo Luxshare Precision kahi waiwai kūpono e like me ka "lio ʻeleʻele".Mai kona papa inoa ʻana i ka makahiki 2010, ua piʻi mau ke kumukūʻai kūʻai o Luxshare Precision, a ua hiki ke kumukūʻai mākeke o kēia manawa i 385.2 biliona yuan.He aha ke ʻano o ke ala hoʻomohala a Luxshare Precision i makemake ʻia e Apple?He aha nā hoʻololi e hiki mai i ke kumu hoʻokumu o nā kelepona paʻalima Apple?He aha nā pōmaikaʻi e loaʻa iā Apple mai ia mea?
ʻO ka pilina ma waena o Luxshare a me Apple
Ua hānau ʻia ʻo Luxshare Precision i ka makahiki 2004. Ua hana mua ʻo ia i ka hana a me ke kūʻai ʻana i nā mea hoʻohui no nā kamepiula a me nā peripherals, a ʻo ia ka mea hana hoʻokahi.Ma hope o ka loaʻa ʻana o ke kūlana mea hoʻolako nui o Lenovo, Tongfang, a me ka mea hoʻokumu, ua hoʻomaka ʻo Luxshare Precision e ʻae i nā kauoha home a Foxconn, a ua ulu koke kāna hana.Ma 2010, ua hoʻopaʻa inoa ʻia ʻo Luxshare Precision ma ka Shenzhen Stock Exchange.I kēia makahiki, ua loaʻa i ka hui ka loaʻa kālā o 1.011 biliona yuan a me ka loaʻa kālā o 116 miliona yuan.
Mai ka makahiki 2011, ua loaʻa iā Luxshare Precision nā ʻāpana o Kunshan Liantao Electronics Co., Ltd., ʻo ia kekahi o nā mea hoʻolako nui o ke kelepona o Apple.ʻO ka loaʻa ʻana o Kunshan Liantao i ʻae iā Luxshare Precision e komo maʻalahi i ke kaulahao lako o Apple.Mai ia manawa, ua lanakila mālie ʻo Luxshare Precision i ka ʻae ʻana o Apple a ua lanakila ʻo ia i nā kauoha koʻikoʻi no nā kaula kūloko iPad, nā kaula mana MacBook, Apple Wacth wireless charging/straps, MacBookType-C a me iPhone adapters.
I ka makahiki 2017, ua lanakila ʻo Luxshare Precision i ka hōʻailona foundry o Apple's wireless headset AirPods.Me kēia hui pū ʻana me Apple, ua hoʻokō ʻo Luxshare Precision i ka piʻi nui o ka hana ʻoihana a me ka loaʻa kālā ma 2018, a ua lilo hoʻi kāna waiwai mākeke ma 2019 i alakaʻi o ka "papa liʻiliʻi a me waena".
ʻO ka ʻoiaʻiʻo, ua hana mua ʻia nā AirPods o Apple e ka mea hana ʻo Taiwanese ODM Inventec, akā ua pilikia ʻo Inventec e ka helu huaʻai holoʻokoʻa.Pono nā OEM i ka hana akamai a me nā mana hana pololei.Ma 2017, ua hoʻomaka ʻo Apple e hāʻawi i kekahi mau kauoha iā Luxshare Precision no ka hana ʻana.Ua hōʻike ʻia nā ʻoiaʻiʻo ua loaʻa kēia koho a Apple i nā hopena i manaʻo ʻole ʻia.Ma hope o nā huahana AirPods i hoʻohui pū ʻia e Luxshare, ua hōʻea ka nui o ka hua i kahi pae kiʻekiʻe loa a ua hōʻoia ʻia kahi pae hoʻopuka maikaʻi loa.I ka makahiki 2019, ua hoʻomaka ʻo Apple no ka leo-hoʻopau Bluetooth headset AirPods Pro i 100% i hana ʻia e Luxshare Precision.
ʻO ka hana hoʻokumu maikaʻi loa o nā huahana AirPods he pōhaku paepae no Luxshare Precision, a no laila ua lilo ʻo Luxshare i hoʻokahi o nā ʻoihana maikaʻi loa ma ka mākeke ʻĀsia ma 2019. ʻoi aku ka kiʻekiʻe ma mua o ka waiwai kūʻai ma kahi o 280 biliona yuan no ka hui makua Foxconn o kekahi iPhone OEM.
Wahi a ka ʻikepili, helu ʻia nā mea uila uila no 83.16% o ka loaʻa kālā a pau o Luxshare Precision, a ʻo Apple ka "kūʻai" nui loa o ka ʻoihana uila mea kūʻai pololei a Luxshare.Ua haʻi ʻo Zhao Yan, ka luna o ka Consumer Electronics Industry Research Office o ka Institute of Electronic Information Industry o CCID Think Tank, i ka hālāwai ninaninau me kahi mea hoʻolaha mai China Electronics News e hoʻomau mau ana ka mākeke uila mea kūʻai aku i nā makahiki i hala.Nui nā huahana kuʻuna e like me ke kelepona paʻa lima, nā papa, nā PC a me nā TV.Ua piʻi ka ulu, a ua hoʻonui ʻia ka noi no nā ʻano mea hou o nā huahana uila e like me nā headset Bluetooth, nā kūpeʻe lima akamai, a me nā ʻōlelo akamai.Me ka pahū ʻana o ka noi no nā poʻo kelepona ʻole TWS e pili ana i nā AirPods, ua hoʻomau ka piʻi ʻana o ke kumukūʻai mākeke o Luxshare Precision, kahi i hoʻopaʻa ʻia i ka hoʻokumu ʻana o AirPods a me nā huahana ʻē aʻe.
ʻO ka pilina ma waena o Luxshare a me Apple
Ua hānau ʻia ʻo Luxshare Precision i ka makahiki 2004. Ua hana mua ʻo ia i ka hana a me ke kūʻai ʻana i nā mea hoʻohui no nā kamepiula a me nā peripherals, a ʻo ia ka mea hana hoʻokahi.Ma hope o ka loaʻa ʻana o ke kūlana mea hoʻolako nui o Lenovo, Tongfang, a me ka mea hoʻokumu, ua hoʻomaka ʻo Luxshare Precision e ʻae i nā kauoha home a Foxconn, a ua ulu koke kāna hana.Ma 2010, ua hoʻopaʻa inoa ʻia ʻo Luxshare Precision ma ka Shenzhen Stock Exchange.I kēia makahiki, ua loaʻa i ka hui ka loaʻa kālā o 1.011 biliona yuan a me ka loaʻa kālā o 116 miliona yuan.
Mai ka makahiki 2011, ua loaʻa iā Luxshare Precision nā ʻāpana o Kunshan Liantao Electronics Co., Ltd., ʻo ia kekahi o nā mea hoʻolako nui o ke kelepona o Apple.ʻO ka loaʻa ʻana o Kunshan Liantao i ʻae iā Luxshare Precision e komo maʻalahi i ke kaulahao lako o Apple.Mai ia manawa, ua lanakila mālie ʻo Luxshare Precision i ka ʻae ʻana o Apple a ua lanakila ʻo ia i nā kauoha koʻikoʻi no nā kaula kūloko iPad, nā kaula mana MacBook, Apple Wacth wireless charging/straps, MacBookType-C a me iPhone adapters.
I ka makahiki 2017, ua lanakila ʻo Luxshare Precision i ka hōʻailona foundry o Apple's wireless headset AirPods.Me kēia hui pū ʻana me Apple, ua hoʻokō ʻo Luxshare Precision i ka piʻi nui o ka hana ʻoihana a me ka loaʻa kālā ma 2018, a ua lilo hoʻi kāna waiwai mākeke ma 2019 i alakaʻi o ka "papa liʻiliʻi a me waena".
ʻO ka ʻoiaʻiʻo, ua hana mua ʻia nā AirPods o Apple e ka mea hana ʻo Taiwanese ODM Inventec, akā ua pilikia ʻo Inventec e ka helu huaʻai holoʻokoʻa.Pono nā OEM i ka hana akamai a me nā mana hana pololei.Ma 2017, ua hoʻomaka ʻo Apple e hāʻawi i kekahi mau kauoha iā Luxshare Precision no ka hana ʻana.Ua hōʻike ʻia nā ʻoiaʻiʻo ua loaʻa kēia koho a Apple i nā hopena i manaʻo ʻole ʻia.Ma hope o nā huahana AirPods i hoʻohui pū ʻia e Luxshare, ua hōʻea ka nui o ka hua i kahi pae kiʻekiʻe loa a ua hōʻoia ʻia kahi pae hoʻopuka maikaʻi loa.I ka makahiki 2019, ua hoʻomaka ʻo Apple no ka leo-hoʻopau Bluetooth headset AirPods Pro i 100% i hana ʻia e Luxshare Precision.
ʻO ka hana hoʻokumu maikaʻi loa o nā huahana AirPods he pōhaku paepae no Luxshare Precision, a no laila ua lilo ʻo Luxshare i hoʻokahi o nā ʻoihana maikaʻi loa ma ka mākeke ʻĀsia ma 2019. ʻoi aku ka kiʻekiʻe ma mua o ka waiwai kūʻai ma kahi o 280 biliona yuan no ka hui makua Foxconn o kekahi iPhone OEM.
Wahi a ka ʻikepili, helu ʻia nā mea uila uila no 83.16% o ka loaʻa kālā a pau o Luxshare Precision, a ʻo Apple ka "kūʻai" nui loa o ka ʻoihana uila mea kūʻai pololei a Luxshare.Ua haʻi ʻo Zhao Yan, ka luna o ka Consumer Electronics Industry Research Office o ka Institute of Electronic Information Industry o CCID Think Tank, i ka hālāwai ninaninau me kahi mea hoʻolaha mai China Electronics News e hoʻomau mau ana ka mākeke uila mea kūʻai aku i nā makahiki i hala.Nui nā huahana kuʻuna e like me ke kelepona paʻa lima, nā papa, nā PC a me nā TV.Ua piʻi ka ulu, a ua hoʻonui ʻia ka noi no nā ʻano mea hou o nā huahana uila e like me nā headset Bluetooth, nā kūpeʻe lima akamai, a me nā ʻōlelo akamai.Me ka pahū ʻana o ka noi no nā poʻo kelepona ʻole TWS e pili ana i nā AirPods, ua hoʻomau ka piʻi ʻana o ke kumukūʻai mākeke o Luxshare Precision, kahi i hoʻopaʻa ʻia i ka hoʻokumu ʻana o AirPods a me nā huahana ʻē aʻe.
ʻO ka pilina ma waena o Luxshare a me Apple
Ua hānau ʻia ʻo Luxshare Precision i ka makahiki 2004. Ua hana mua ʻo ia i ka hana a me ke kūʻai ʻana i nā mea hoʻohui no nā kamepiula a me nā peripherals, a ʻo ia ka mea hana hoʻokahi.Ma hope o ka loaʻa ʻana o ke kūlana mea hoʻolako nui o Lenovo, Tongfang, a me ka mea hoʻokumu, ua hoʻomaka ʻo Luxshare Precision e ʻae i nā kauoha home a Foxconn, a ua ulu koke kāna hana.Ma 2010, ua hoʻopaʻa inoa ʻia ʻo Luxshare Precision ma ka Shenzhen Stock Exchange.I kēia makahiki, ua loaʻa i ka hui ka loaʻa kālā o 1.011 biliona yuan a me ka loaʻa kālā o 116 miliona yuan.
Mai ka makahiki 2011, ua loaʻa iā Luxshare Precision nā ʻāpana o Kunshan Liantao Electronics Co., Ltd., ʻo ia kekahi o nā mea hoʻolako nui o ke kelepona o Apple.ʻO ka loaʻa ʻana o Kunshan Liantao i ʻae iā Luxshare Precision e komo maʻalahi i ke kaulahao lako o Apple.Mai ia manawa, ua lanakila mālie ʻo Luxshare Precision i ka ʻae ʻana o Apple a ua lanakila ʻo ia i nā kauoha koʻikoʻi no nā kaula kūloko iPad, nā kaula mana MacBook, Apple Wacth wireless charging/straps, MacBookType-C a me iPhone adapters.
I ka makahiki 2017, ua lanakila ʻo Luxshare Precision i ka hōʻailona foundry o Apple's wireless headset AirPods.Me kēia hui pū ʻana me Apple, ua hoʻokō ʻo Luxshare Precision i ka piʻi nui o ka hana ʻoihana a me ka loaʻa kālā ma 2018, a ua lilo hoʻi kāna waiwai mākeke ma 2019 i alakaʻi o ka "papa liʻiliʻi a me waena".
ʻO ka ʻoiaʻiʻo, ua hana mua ʻia nā AirPods o Apple e ka mea hana ʻo Taiwanese ODM Inventec, akā ua pilikia ʻo Inventec e ka helu huaʻai holoʻokoʻa.Pono nā OEM i ka hana akamai a me nā mana hana pololei.Ma 2017, ua hoʻomaka ʻo Apple e hāʻawi i kekahi mau kauoha iā Luxshare Precision no ka hana ʻana.Ua hōʻike ʻia nā ʻoiaʻiʻo ua loaʻa kēia koho a Apple i nā hopena i manaʻo ʻole ʻia.Ma hope o nā huahana AirPods i hoʻohui pū ʻia e Luxshare, ua hōʻea ka nui o ka hua i kahi pae kiʻekiʻe loa a ua hōʻoia ʻia kahi pae hoʻopuka maikaʻi loa.I ka makahiki 2019, ua hoʻomaka ʻo Apple no ka leo-hoʻopau Bluetooth headset AirPods Pro i 100% i hana ʻia e Luxshare Precision.
ʻO ka hana hoʻokumu maikaʻi loa o nā huahana AirPods he pōhaku paepae no Luxshare Precision, a no laila ua lilo ʻo Luxshare i hoʻokahi o nā ʻoihana maikaʻi loa ma ka mākeke ʻĀsia ma 2019. ʻoi aku ka kiʻekiʻe ma mua o ka waiwai kūʻai ma kahi o 280 biliona yuan no ka hui makua Foxconn o kekahi iPhone OEM.
Wahi a ka ʻikepili, helu ʻia nā mea uila uila no 83.16% o ka loaʻa kālā a pau o Luxshare Precision, a ʻo Apple ka "kūʻai" nui loa o ka ʻoihana uila mea kūʻai pololei a Luxshare.Ua haʻi ʻo Zhao Yan, ka luna o ka Consumer Electronics Industry Research Office o ka Institute of Electronic Information Industry o CCID Think Tank, i ka hālāwai ninaninau me kahi mea hoʻolaha mai China Electronics News e hoʻomau mau ana ka mākeke uila mea kūʻai aku i nā makahiki i hala.Nui nā huahana kuʻuna e like me ke kelepona paʻa lima, nā papa, nā PC a me nā TV.Ua piʻi ka ulu, a ua hoʻonui ʻia ka noi no nā ʻano mea hou o nā huahana uila e like me nā headset Bluetooth, nā kūpeʻe lima akamai, a me nā ʻōlelo akamai.Me ka pahū ʻana o ka noi no nā poʻo kelepona ʻole TWS e pili ana i nā AirPods, ua hoʻomau ka piʻi ʻana o ke kumukūʻai mākeke o Luxshare Precision, kahi i hoʻopaʻa ʻia i ka hoʻokumu ʻana o AirPods a me nā huahana ʻē aʻe.
Abacus o Apple
Ma 2017, ua hana ʻo Apple CEO Cook i kahi huakaʻi kūikawā e kipa aku i ka hale hana ʻo Luxshare Precision's Kunshan a hāʻawi i ka hui i kahi kiʻekiʻe o ka mahalo.Ua ʻōlelo ʻo Luxshare Precision ma ka hoʻolaha: Ma muli o ka hōʻiliʻili hohonu ʻana o ka ʻoihana i ke kahua uila mea kūʻai aku i nā makahiki a me ka hoʻolālā hoʻolālā waena a me ka lōʻihi o ka ʻoihana uila mea kūʻai aku, ua like ka hui ʻana me ka hoʻolālā hoʻomohala hoʻomau o ka hui.
No laila, he aha nā mea maikaʻi o Luxshare Precision i ka ʻoihana uila mea kūʻai aku e kū ai i waena o nā mea hoʻokumu he nui o Apple?Ua haʻi ʻo Zhao Yan i ka poʻe nūhou e pili nui ana ʻo Luxshare i ka hoʻopukapuka R&D i nā ʻenehana hou a ke hoʻonui nei kāna hoʻopukapuka i kēlā me kēia makahiki.I ka makahiki 2018, he 2.515 biliona yuan nā lilo R&D, a i ka makahiki 2019, ua hoʻonui ʻia nā kumukūʻai R&D i 4.376 biliona yuan, e helu ana ma kahi o 7% o ka loaʻa kālā.He alakaʻi ia i ka ʻoihana kaʻina hana kikoʻī a loaʻa kahi huahana kiʻekiʻe.Ma kahi o Kunshan, ua hoʻokumu pū ʻo Luxshare i ka ʻenehana hana R&D kiʻekiʻe a me nā kahua kaʻina hana hana ma Dongguan, Taiwan, a me ʻAmelika Hui Pū ʻIa.Eia kekahi, ua hoʻomau ʻo Luxshare i ka hoʻonui ʻana ma o nā hui a me nā loaʻa.Nā wahi pāʻoihana kū pololei (mai nā mea hoʻohui i nā kamaʻilio, nā uila uila a me nā acoustics).
Ua hōʻike ʻia ka mea kākau moʻolelo ʻaʻole kāhāhā nā ʻāina ʻē i ka nūhou i loaʻa.Ua manaʻo nui lākou ua paipai ʻo Apple iā Lixun e hoʻopukapuka i mea e hōʻemi ai i ka hilinaʻi ʻana o Apple i ka ʻoihana hui iPhone o Foxconn.
Hōʻike ka ʻikepili i kēia manawa ʻo Foxconn i ʻoi aku ma mua o 50% o ka hana iPhone, a ma mua o ka loaʻa ʻana, ʻo ka hapa hope loa o Wistron i ka mākeke iPhone foundry ua emi iho ma mua o 5%.Ma kahi ninaninau me China Electronics News, ua ʻōlelo ʻo Lisa, he mea loiloi hale kūʻai ma RUNTO IOT, kahi hui noiʻi ʻenehana ʻenehana, aia ma kahi o ʻekolu mau kumu no ke kākoʻo ʻana i ke alakaʻi ʻana o Luxshare: ʻo kekahi ke koi o Apple no ka hoʻolako ʻana i nā mea hoʻolako;ʻO ka mea ʻē aʻe, makemake ʻo Apple e hoʻoikaika i ka hoʻokūkū ikaika ma waena o nā mea hoʻolako, i mea e hoʻonui ai i ka mana kūʻai ponoʻī o Apple, e hoʻemi i nā kumukūʻai a hoʻonui i ka loaʻa kālā;ʻO ke kolu, aia paha kahi pilikia o ka hilinaʻi i ka kaulahao hoʻolako a me ka hiki ke hoʻopuka o nā hui e like me Foxconn.ʻO ka hui holoʻokoʻa o Taiwan i hoʻopaʻa ʻia i nā mea kanu i nā makahiki i hala iho nei i ka noiʻi huahana hou a me ka hoʻomohala ʻana, ka makemake o ka hoʻopukapuka kālā a me ka maikaʻi o ka launa pū ʻana, a ʻaʻole i paʻakikī nā lā hope loa o Foxconn-withdraw mai Kina, a loaʻa i kahi pāʻoihana ma hope o ke kūkulu ʻana i hale hana ma India. .No Apple, ʻo ka maopopo ʻole o Foxconn e loaʻa kekahi hopena i kāna huahana huahana.
ʻOiaʻiʻo, ʻoi aku ka maikaʻi o ke kākoʻo o Apple no Luxshare Precision ma mua o kēia.I Mei o kēia makahiki, ua puka mai ka lono ma ka ʻoihana a Apple i manaʻo ai e hana ʻo Luxshare Precision i kahi waiwai nui ma Catcher Technology, kahi hui e hāʻawi ana i nā hihia metala no iPhone a me Macbook.Ua kamaʻilio ʻo Luxshare Precision me Catcher Technology no hoʻokahi makahiki.No ka manawa lōʻihi, ua komo i kēia manawa i kahi pae kūkākūkā hohonu.Inā loaʻa nā ʻaoʻao ʻelua i kahi ʻaelike, hiki iā Luxshare Precision ke hana i nā hihia metala kiʻekiʻe, a ma ka manawa like e loaʻa ai ka ʻike naʻauao kelepona kelepona ʻike kope kope, ua manaʻo ʻia e lilo i "lua" Foxconn.Ua hoʻopili ka mea kākau moʻolelo iā Catcher Technology i nā manawa he nui, akā ʻaʻole i loaʻa ka pane e like me ka manawa o ka paʻi ʻana.
Ua haʻi aku ʻo Lisa i nā mea nūhou ma mua o Wistron ʻo OEM no nā hiʻohiʻona iPhone kahiko, a e hoʻomau ʻo Luxshare Precision i ka ʻoihana OEM a Wistron no nā hiʻohiʻona kuʻuna ma hope o ka lawe ʻana i ka ʻoihana a Wistron.Eia naʻe, mai ka manaʻo o Luxshare Precision, ka mea, makemake e hou deepen Apple ka holoʻokoʻa huahana lako kaulahao, a hooikaika e oki i loko o ka foundry mahele o hou iPhone kükohu, e wehe i ka precision manufacturing anuu a hoʻonui i ka waeʻano.Eia nō naʻe, e like me ka Apple's supply chain review rhythm, ua wānana ʻia e paʻakikī ʻo Luxshare i ka hana ʻana i kahi holomua i nā hiʻohiʻona hou i 2021.
Ka manawa hoʻouna: ʻAukake-01-2020