Tau qhov twg los: Oriental Fortune Network
Tsis ntev los no, Luxshare Precision, paub txog nws qhov chaw tsim khoom rau Apple's AirPods, tshaj tawm tias nws yuav tau txais tag nrho ob lub tuam txhab lag luam ntawm Wistron rau RMB 3.3 billion.Nws cia siab tias yuav ua kom tiav qhov kev sib pauv ua ntej xaus rau xyoo no.Tom qab ua tiav ntawm qhov kev sib pauv no, Luxshare Precision yuav dhau los ua Apple thawj qhov chaw tsim khoom hauv Suav teb av loj, thiab pab pawg neeg tsim khoom iPhone yuav coj cov ntshav tshiab.
Raws li cov neeg siv khoom siv hluav taws xob Cheebtsam ODM lub tuam txhab, Luxshare Precision tej zaum yuav tsis paub zoo rau cov neeg siv khoom.Tab sis nyob rau hauv kev ua lag luam theem nrab, Luxshare Precision yog cov khoom muaj peev xwm zoo li "tus nees tsaus".Txij li thaum nws cov npe hauv xyoo 2010, Luxshare Precision tus nqi Tshuag tau nce tsis tu ncua, thiab lub tuam txhab tam sim no tus nqi lag luam tau mus txog 385.2 billion yuan.Txoj kev loj hlob zoo li cas Luxshare Precision tau txais kev pom zoo los ntawm Apple?Yuav ua li cas hloov yuav tshwm sim rau lub foundry qauv ntawm Apple lub xov tooj txawb?Apple tau txais txiaj ntsig dab tsi los ntawm nws?
Kev sib raug zoo ntawm Luxshare thiab Apple
Luxshare Precision tau yug los hauv 2004. Nws yog thawj zaug koom nrog hauv kev tsim khoom thiab muag cov khoom sib txuas rau cov khoos phis tawj thiab cov khoom siv, thiab nws yog ib qho chaw tsim khoom.Tom qab tau txais cov xwm txheej tseem ceeb ntawm Lenovo, Tongfang, thiab Founder, Luxshare Precision pib lees txais Foxconn cov kev txiav txim hauv tsev, thiab nws qhov kev ua tau zoo sai sai.Nyob rau hauv 2010, Luxshare Precision tau ua tiav nyob rau hauv Shenzhen Tshuag Txauv.Xyoo no, lub tuam txhab ua tiav cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 1.011 billion yuan thiab cov nyiaj tau los ntawm 116 lab yuan.
Txij li thaum xyoo 2011, Luxshare Precision tau ua tiav kev sib koom ntawm Kunshan Liantao Electronics Co., Ltd., uas kuj yog ib qho ntawm cov khoom tseem ceeb ntawm Apple lub cable.Kev nrhiav tau ntawm Kunshan Liantao tau tso cai Luxshare Precision nkag mus rau Apple cov khoom lag luam zoo.Txij thaum ntawd los, Luxshare Precision tau maj mam yeej Apple qhov kev pom zoo thiab ua tiav cov xaj tseem ceeb rau iPad sab hauv cables, MacBook fais fab qaum, Apple Wacth wireless charging / straps, MacBookType-C thiab iPhone adapters.
Hauv 2017, Luxshare Precision yeej qhov tsim nyog tsim nyog ntawm Apple lub wireless headset AirPods.Nrog rau qhov kev koom tes no nrog Apple, Luxshare Precision tau ua tiav kev nce qib hauv tuam txhab kev ua haujlwm thiab cov nyiaj tau los hauv 2018, thiab nws cov nqi lag luam hauv 2019 kuj tau dhau los ua tus thawj coj ntawm "cov thawj coj me thiab nruab nrab".
Qhov tseeb, Apple's AirPods yog Ameslikas tsim tshwj xeeb los ntawm Taiwanese ODM chaw tsim tshuaj paus Inventec, tab sis Inventec tau teeb meem los ntawm tag nrho cov txiaj ntsig index.OEMs xav tau kev ua haujlwm zoo tshaj plaws thiab muaj peev xwm ua tau zoo.Hauv 2017, Apple pib xa qee qhov kev txiav txim rau Luxshare Precision rau kev tsim khoom.Qhov tseeb tau ua pov thawj tias qhov kev xaiv ntawm Apple tau ua tiav cov txiaj ntsig tsis tau xav txog.Tom qab Luxshare cov khoom lag luam zoo sib xws AirPods, tag nrho cov txiaj ntsig tau mus txog qib siab heev thiab qib xa khoom zoo tau lav.Xyoo 2019, Apple lub suab nrov-tso tseg Bluetooth headset AirPods Pro pib 100% tsim los ntawm Luxshare Precision.
Qhov zoo tshaj plaws foundry kev ua tau zoo ntawm AirPods cov khoom yog ib tug stepping pob zeb rau Luxshare Precision, thiab Luxshare yog li ntawd los ua ib tug ntawm cov ua tau zoo tshaj plaws tuam txhab uas muag nyob rau hauv lub Asian Tshuag lag luam nyob rau hauv 2019. Tam sim no, lub lag luam tus nqi ntawm Luxshare Precision tau mus txog ze li ntawm 400 billion yuan, uas yog ntau dua li tus nqi lag luam ntawm 280 billion yuan rau Foxconn niam lub tuam txhab ntawm lwm lub iPhone OEM.
Raws li cov ntaub ntawv, cov neeg siv khoom siv hluav taws xob suav nrog 83.16% ntawm Luxshare Precision cov nyiaj tau los tag nrho, thiab Apple yog "tus neeg yuav khoom" loj tshaj plaws ntawm Luxshare cov neeg siv khoom siv hluav taws xob ua lag luam.Zhao Yan, tus thawj coj ntawm Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, tau hais hauv kev xam phaj nrog tus neeg sau xov xwm los ntawm Tuam Tshoj Electronics Xov Xwm tias cov neeg siv khoom siv hluav taws xob ua lag luam tau txuas ntxiv mus rau xyoo tas los no.Muaj ntau yam khoom siv xws li xov tooj ntawm tes, ntsiav tshuaj, PCs thiab TVs.Kev loj hlob tau nce siab, thiab qhov kev thov rau cov qauv tshiab ntawm cov khoom siv hluav taws xob xws li Bluetooth headsets, smart bracelets, thiab smart speaker tau nce.Nrog rau qhov tawg ntawm kev thov rau TWS wireless headsets raws li AirPods, lub lag luam tus nqi ntawm Luxshare Precision, uas yog sib sib zog nqus khi rau lub foundry ntawm AirPods thiab lwm yam khoom, tau txuas ntxiv mus.
Kev sib raug zoo ntawm Luxshare thiab Apple
Luxshare Precision tau yug los hauv 2004. Nws yog thawj zaug koom nrog hauv kev tsim khoom thiab muag cov khoom sib txuas rau cov khoos phis tawj thiab cov khoom siv, thiab nws yog ib qho chaw tsim khoom.Tom qab tau txais cov xwm txheej tseem ceeb ntawm Lenovo, Tongfang, thiab Founder, Luxshare Precision pib lees txais Foxconn cov kev txiav txim hauv tsev, thiab nws qhov kev ua tau zoo sai sai.Nyob rau hauv 2010, Luxshare Precision tau ua tiav nyob rau hauv Shenzhen Tshuag Txauv.Xyoo no, lub tuam txhab ua tiav cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 1.011 billion yuan thiab cov nyiaj tau los ntawm 116 lab yuan.
Txij li thaum xyoo 2011, Luxshare Precision tau ua tiav kev sib koom ntawm Kunshan Liantao Electronics Co., Ltd., uas kuj yog ib qho ntawm cov khoom tseem ceeb ntawm Apple lub cable.Kev nrhiav tau ntawm Kunshan Liantao tau tso cai Luxshare Precision nkag mus rau Apple cov khoom lag luam zoo.Txij thaum ntawd los, Luxshare Precision tau maj mam yeej Apple qhov kev pom zoo thiab ua tiav cov xaj tseem ceeb rau iPad sab hauv cables, MacBook fais fab qaum, Apple Wacth wireless charging / straps, MacBookType-C thiab iPhone adapters.
Hauv 2017, Luxshare Precision yeej qhov tsim nyog tsim nyog ntawm Apple lub wireless headset AirPods.Nrog rau qhov kev koom tes no nrog Apple, Luxshare Precision tau ua tiav kev nce qib hauv tuam txhab kev ua haujlwm thiab cov nyiaj tau los hauv 2018, thiab nws cov nqi lag luam hauv 2019 kuj tau dhau los ua tus thawj coj ntawm "cov thawj coj me thiab nruab nrab".
Qhov tseeb, Apple's AirPods yog Ameslikas tsim tshwj xeeb los ntawm Taiwanese ODM chaw tsim tshuaj paus Inventec, tab sis Inventec tau teeb meem los ntawm tag nrho cov txiaj ntsig index.OEMs xav tau kev ua haujlwm zoo tshaj plaws thiab muaj peev xwm ua tau zoo.Hauv 2017, Apple pib xa qee qhov kev txiav txim rau Luxshare Precision rau kev tsim khoom.Qhov tseeb tau ua pov thawj tias qhov kev xaiv ntawm Apple tau ua tiav cov txiaj ntsig tsis tau xav txog.Tom qab Luxshare cov khoom lag luam zoo sib xws AirPods, tag nrho cov txiaj ntsig tau mus txog qib siab heev thiab qib xa khoom zoo tau lav.Xyoo 2019, Apple lub suab nrov-tso tseg Bluetooth headset AirPods Pro pib 100% tsim los ntawm Luxshare Precision.
Qhov zoo tshaj plaws foundry kev ua tau zoo ntawm AirPods cov khoom yog ib tug stepping pob zeb rau Luxshare Precision, thiab Luxshare yog li ntawd los ua ib tug ntawm cov ua tau zoo tshaj plaws tuam txhab uas muag nyob rau hauv lub Asian Tshuag lag luam nyob rau hauv 2019. Tam sim no, lub lag luam tus nqi ntawm Luxshare Precision tau mus txog ze li ntawm 400 billion yuan, uas yog ntau dua li tus nqi lag luam ntawm 280 billion yuan rau Foxconn niam lub tuam txhab ntawm lwm lub iPhone OEM.
Raws li cov ntaub ntawv, cov neeg siv khoom siv hluav taws xob suav nrog 83.16% ntawm Luxshare Precision cov nyiaj tau los tag nrho, thiab Apple yog "tus neeg yuav khoom" loj tshaj plaws ntawm Luxshare cov neeg siv khoom siv hluav taws xob ua lag luam.Zhao Yan, tus thawj coj ntawm Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, tau hais hauv kev xam phaj nrog tus neeg sau xov xwm los ntawm Tuam Tshoj Electronics Xov Xwm tias cov neeg siv khoom siv hluav taws xob ua lag luam tau txuas ntxiv mus rau xyoo tas los no.Muaj ntau yam khoom siv xws li xov tooj ntawm tes, ntsiav tshuaj, PCs thiab TVs.Kev loj hlob tau nce siab, thiab qhov kev thov rau cov qauv tshiab ntawm cov khoom siv hluav taws xob xws li Bluetooth headsets, smart bracelets, thiab smart speaker tau nce.Nrog rau qhov tawg ntawm kev thov rau TWS wireless headsets raws li AirPods, lub lag luam tus nqi ntawm Luxshare Precision, uas yog sib sib zog nqus khi rau lub foundry ntawm AirPods thiab lwm yam khoom, tau txuas ntxiv mus.
Kev sib raug zoo ntawm Luxshare thiab Apple
Luxshare Precision tau yug los hauv 2004. Nws yog thawj zaug koom nrog hauv kev tsim khoom thiab muag cov khoom sib txuas rau cov khoos phis tawj thiab cov khoom siv, thiab nws yog ib qho chaw tsim khoom.Tom qab tau txais cov xwm txheej tseem ceeb ntawm Lenovo, Tongfang, thiab Founder, Luxshare Precision pib lees txais Foxconn cov kev txiav txim hauv tsev, thiab nws qhov kev ua tau zoo sai sai.Nyob rau hauv 2010, Luxshare Precision tau ua tiav nyob rau hauv Shenzhen Tshuag Txauv.Xyoo no, lub tuam txhab ua tiav cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 1.011 billion yuan thiab cov nyiaj tau los ntawm 116 lab yuan.
Txij li thaum xyoo 2011, Luxshare Precision tau ua tiav kev sib koom ntawm Kunshan Liantao Electronics Co., Ltd., uas kuj yog ib qho ntawm cov khoom tseem ceeb ntawm Apple lub cable.Kev nrhiav tau ntawm Kunshan Liantao tau tso cai Luxshare Precision nkag mus rau Apple cov khoom lag luam zoo.Txij thaum ntawd los, Luxshare Precision tau maj mam yeej Apple qhov kev pom zoo thiab ua tiav cov xaj tseem ceeb rau iPad sab hauv cables, MacBook fais fab qaum, Apple Wacth wireless charging / straps, MacBookType-C thiab iPhone adapters.
Hauv 2017, Luxshare Precision yeej qhov tsim nyog tsim nyog ntawm Apple lub wireless headset AirPods.Nrog rau qhov kev koom tes no nrog Apple, Luxshare Precision tau ua tiav kev nce qib hauv tuam txhab kev ua haujlwm thiab cov nyiaj tau los hauv 2018, thiab nws cov nqi lag luam hauv 2019 kuj tau dhau los ua tus thawj coj ntawm "cov thawj coj me thiab nruab nrab".
Qhov tseeb, Apple's AirPods yog Ameslikas tsim tshwj xeeb los ntawm Taiwanese ODM chaw tsim tshuaj paus Inventec, tab sis Inventec tau teeb meem los ntawm tag nrho cov txiaj ntsig index.OEMs xav tau kev ua haujlwm zoo tshaj plaws thiab muaj peev xwm ua tau zoo.Hauv 2017, Apple pib xa qee qhov kev txiav txim rau Luxshare Precision rau kev tsim khoom.Qhov tseeb tau ua pov thawj tias qhov kev xaiv ntawm Apple tau ua tiav cov txiaj ntsig tsis tau xav txog.Tom qab Luxshare cov khoom lag luam zoo sib xws AirPods, tag nrho cov txiaj ntsig tau mus txog qib siab heev thiab qib xa khoom zoo tau lav.Xyoo 2019, Apple lub suab nrov-tso tseg Bluetooth headset AirPods Pro pib 100% tsim los ntawm Luxshare Precision.
Qhov zoo tshaj plaws foundry kev ua tau zoo ntawm AirPods cov khoom yog ib tug stepping pob zeb rau Luxshare Precision, thiab Luxshare yog li ntawd los ua ib tug ntawm cov ua tau zoo tshaj plaws tuam txhab uas muag nyob rau hauv lub Asian Tshuag lag luam nyob rau hauv 2019. Tam sim no, lub lag luam tus nqi ntawm Luxshare Precision tau mus txog ze li ntawm 400 billion yuan, uas yog ntau dua li tus nqi lag luam ntawm 280 billion yuan rau Foxconn niam lub tuam txhab ntawm lwm lub iPhone OEM.
Raws li cov ntaub ntawv, cov neeg siv khoom siv hluav taws xob suav nrog 83.16% ntawm Luxshare Precision cov nyiaj tau los tag nrho, thiab Apple yog "tus neeg yuav khoom" loj tshaj plaws ntawm Luxshare cov neeg siv khoom siv hluav taws xob ua lag luam.Zhao Yan, tus thawj coj ntawm Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, tau hais hauv kev xam phaj nrog tus neeg sau xov xwm los ntawm Tuam Tshoj Electronics Xov Xwm tias cov neeg siv khoom siv hluav taws xob ua lag luam tau txuas ntxiv mus rau xyoo tas los no.Muaj ntau yam khoom siv xws li xov tooj ntawm tes, ntsiav tshuaj, PCs thiab TVs.Kev loj hlob tau nce siab, thiab qhov kev thov rau cov qauv tshiab ntawm cov khoom siv hluav taws xob xws li Bluetooth headsets, smart bracelets, thiab smart speaker tau nce.Nrog rau qhov tawg ntawm kev thov rau TWS wireless headsets raws li AirPods, lub lag luam tus nqi ntawm Luxshare Precision, uas yog sib sib zog nqus khi rau lub foundry ntawm AirPods thiab lwm yam khoom, tau txuas ntxiv mus.
Apple lub abacus
Hauv xyoo 2017, Apple CEO Cook tau mus ncig tshwj xeeb mus xyuas Luxshare Precision's Kunshan Hoobkas thiab tau muab lub tuam txhab qhuas qhuas.Luxshare Precision tau hais nyob rau hauv daim ntawv tshaj tawm: Raws li lub tuam txhab sib sib zog nqus tsub zuj zuj nyob rau hauv cov neeg siv khoom electronics teb nyob rau hauv lub xyoo thiab lub nruab nrab thiab ntev lub tswv yim layout ntawm cov neeg siv khoom electronics lag luam, kev sib koom ua ke yog raws li lub tuam txhab txoj kev loj hlob txoj kev npaj.
Yog li, dab tsi yog qhov zoo ntawm Luxshare Precision hauv cov neeg siv khoom siv hluav taws xob ua lag luam uas ua rau nws sawv ntawm Apple ntau qhov chaw tsim khoom?Zhao Yan tau hais rau cov neeg sau xov xwm tias Luxshare tseem ceeb heev rau R & D peev hauv cov thev naus laus zis tshiab thiab nws cov peev txheej tau nce xyoo los ntawm xyoo.Hauv 2018, R & D cov nuj nqis yog 2.515 billion yuan, thiab hauv 2019, R&D cov nuj nqis tau nce mus rau 4.376 billion yuan, suav txog li 7% ntawm cov nyiaj tau los ua haujlwm.Nws yog ib tug thawj coj nyob rau hauv precision manufacturing txheej txheem kev lag luam thiab muaj ib tug siab cov khoom yield.Ntxiv rau Kunshan, Luxshare kuj tau tsim cov cuab yeej siv R & D thiab tsim cov txheej txheem tsim khoom hauv Dongguan, Taiwan, thiab Tebchaws Meskas.Tsis tas li ntawd, Luxshare tau txuas ntxiv nthuav dav los ntawm kev sib koom ua ke thiab kev yuav khoom.Cov chaw lag luam ntsug (los ntawm cov khoom sib txuas mus rau kev sib txuas lus, automotive electronics thiab acoustics).
Tus neeg sau xov xwm tau ceeb toom tias cov teb chaws txawv teb chaws tsis xav tsis thoob los ntawm cov xov xwm nrhiav tau.Lawv feem ntau ntseeg tias Apple tau txhawb nqa Lixun los nqis peev txhawm rau txo Apple txoj kev vam khom rau Foxconn lub lag luam iPhone sib dhos.
Cov ntaub ntawv qhia tau hais tias tam sim no Foxconn tso nyiaj ntau dua 50% ntawm iPhone ntau lawm, thiab ua ntej kev yuav khoom, Wistron qhov tseeb tshaj tawm hauv lub khw muag khoom iPhone tau tsawg dua 5%.Hauv kev xam phaj nrog Tuam Tshoj Electronics Xov Xwm, Lisa, tus kws tshuaj ntsuam xyuas muag ntawm RUNTO IOT, lub koom haum tshawb fawb kev lag luam thev naus laus zis, tau hais tias muaj kwv yees li peb lub laj thawj rau kev txhawb nqa Luxshare txoj kev coj noj coj ua: ib qho yog Apple qhov kev thov rau kev xa khoom sib txawv;Lwm qhov yog Apple xav ntxiv txhawb kev sib tw hnyav ntawm cov neeg muag khoom, txhawm rau txhim kho Apple tus kheej lub zog sib tham, txo cov nqi thiab nce nyiaj tau los tag nrho;thib peb, tej zaum yuav muaj teeb meem ntawm kev ntseeg siab hauv cov saw hlau thiab kev xa khoom muaj peev xwm ntawm cov tuam txhab xws li Foxconn.Tag nrho Taiwan-nyiaj pab los ua ke cov nroj tsuag tau maj mam regressed nyob rau hauv lub xyoo tsis ntev los no nyob rau hauv cov khoom tshiab kev tshawb fawb thiab kev loj hlob, kev txaus siab peev thiab kev koom tes efficiency, thiab Foxconn cov hnub tsis ntev los no tsis tau nyuaj-tshem tawm ntawm Tuam Tshoj, thiab raug kev lag luam tawg tom qab tsim lub Hoobkas hauv Is Nrias teb. .Rau Apple, Foxconn qhov tsis paub tseeb yuav muaj qee yam cuam tshuam rau nws cov khoom lag luam tawm los.
Qhov tseeb, Apple qhov kev txhawb nqa rau Luxshare Precision yog qhov zoo dua qhov no.Nyob rau lub Tsib Hlis xyoo no, xov xwm tawm hauv kev lag luam uas Apple tau hais tias Luxshare Precision yuav tsum tau nqis peev loj hauv Catcher Technology, lub tuam txhab uas muab cov rooj plaub hlau rau iPhone thiab Macbook.Luxshare Precision tau tham nrog Catcher Technology rau ntau tshaj ib xyoos.Rau lub sijhawm ntev, tam sim no tau nkag mus rau theem kev sib tham ntau dua.Yog tias ob tog ua tiav qhov kev pom zoo, Luxshare Precision yuav tuaj yeem tsim cov rooj plaub hlau zoo, thiab tib lub sijhawm tau txais kev txawj ntse xov tooj ntawm tes sib dhos kev paub txog kev cai lij choj, xav tias yuav dhau los ua "thib ob" Foxconn.Tus neeg sau xov xwm tau hu rau Catcher Technology ntau zaus, tab sis tsis tau txais cov lus teb raws li lub sijhawm tshaj tawm.
Tus kws tshuaj ntsuam Lisa tau hais rau cov neeg sau xov xwm tias ua ntej Wistron yog OEM rau cov qauv iPhone qub, thiab Luxshare Precision yuav txuas ntxiv Wistron's OEM kev lag luam rau cov qauv qub tom qab tau txais Wistron txoj kev lag luam.Txawm li cas los xij, los ntawm qhov kev xav ntawm Luxshare Precision, nws xav kom tob ntxiv Apple cov khoom lag luam tag nrho cov khoom lag luam, thiab siv zog txiav mus rau hauv qhov chaw tsim khoom ntawm cov qauv iPhone tshiab, qhib lub precision manufacturing platform thiab txuas mus rau tag nrho cov qeb.Txawm li cas los xij, raws li Apple qhov kev tshuaj xyuas cov saw hlau, nws tau kwv yees tias Luxshare yuav pom tias nws nyuaj rau kev ua tiav ntawm cov qauv tshiab hauv 2021.
Post lub sij hawm: Aug-01-2020