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Luxshare Precision ikhala woyamba kupanga iPhone ku China, ndi mawerengero otani omwe amapangidwa ndi Apple?

Gwero: Oriental Fortune Network

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Posachedwa, Luxshare Precision, yomwe imadziwika kuti idayambitsa Apple AirPods, yalengeza kuti ipeza mabungwe awiri a Wistron pa RMB 3.3 biliyoni.Akuyembekezeka kumaliza ntchitoyo chaka chino chisanathe.Akamaliza kuchita izi, Luxshare Precision ikhala malo oyamba a Apple ku China, ndipo gulu loyambitsa iPhone lidzabweretsa magazi atsopano.

Monga kampani ya ODM yogula zinthu zamagetsi, Luxshare Precision mwina sichidziwika kwa ogula wamba.Koma pamsika wachiwiri, Luxshare Precision ndi katundu wotheka ngati "kavalo wakuda".Chiyambireni mndandanda wake mu 2010, mtengo wamasheya wa Luxshare Precision wakwera pang'onopang'ono, ndipo mtengo wamsika wamakampani pano wafika yuan biliyoni 385.2.Ndi njira yanji yachitukuko yomwe Luxshare Precision idakondedwa ndi Apple?Kodi ndi zosintha ziti zomwe zichitike pamachitidwe oyambira amafoni a Apple?Kodi Apple ingapeze chiyani kuchokera pamenepo?

Ubale pakati pa Luxshare ndi Apple

Luxshare Precision anabadwira ku 2004. Poyamba ankagwira ntchito yopanga ndi kugulitsa zolumikizira makompyuta ndi zotumphukira, ndipo anali wopanga chigawo chimodzi.Atalandira udindo waukulu wa Lenovo, Tongfang, ndi Woyambitsa, Luxshare Precision idayamba kuvomera kuyitanitsa kunyumba za Foxconn, ndipo magwiridwe ake adakula mwachangu.Mu 2010, Luxshare Precision idalembedwa bwino pa Shenzhen Stock Exchange.Chaka chino, kampaniyo idapeza ndalama zogwirira ntchito zokwana 1.011 biliyoni ndi phindu lonse la yuan 116 miliyoni.

Kuyambira 2011, Luxshare Precision yapeza magawo a Kunshan Liantao Electronics Co., Ltd., omwenso anali m'modzi mwa ogulitsa kwambiri chingwe cha Apple.Kupeza kwa Kunshan Liantao kunapangitsa kuti Luxshare Precision alowe bwino mumayendedwe a Apple.Kuyambira pamenepo, Luxshare Precision yapambana pang'onopang'ono ndi Apple ndipo idapambana motsatizana maoda ofunikira a zingwe zamkati za iPad, zingwe zamagetsi za MacBook, Apple Wacth charger/zingwe, MacBookType-C ndi ma adapter a iPhone.

Mu 2017, Luxshare Precision adapambana chiyeneretso choyambira cha AirPods opanda zingwe za Apple.Ndi mgwirizano uwu ndi Apple, Luxshare Precision idakwera kwambiri magwiridwe antchito ndi ndalama mu 2018, ndipo mtengo wake wamsika mu 2019 wakhalanso mtsogoleri wa "bolodi yaying'ono ndi yapakatikati".

M'malo mwake, ma AirPods a Apple adapangidwa koyambirira ndi wopanga waku Taiwan ODM Inventec, koma Inventec yavutitsidwa ndi index yokolola yonse.Ma OEM amafunikira ukadaulo wapamwamba komanso luso lamphamvu lopanga mwatsatanetsatane.Mu 2017, Apple idayamba kupereka maoda ku Luxshare Precision kuti apange.Zowona zatsimikizira kuti chisankho ichi cha Apple chapeza zotsatira zosayembekezereka.Pambuyo pazinthu zophatikizika kwambiri za AirPods za Luxshare, zokolola zonse zafika pamlingo wapamwamba kwambiri ndipo gawo labwino kwambiri loperekera latsimikizika.Mu 2019, chipangizo chatsopano cha Apple choletsa phokoso cha Bluetooth AirPods Pro chidayamba kukhala 100% chopangidwa ndi Luxshare Precision.

Kuchita bwino kwambiri kwazinthu za AirPods ndimwala wopita ku Luxshare Precision, ndipo Luxshare yakhala imodzi mwamakampani omwe akuchita bwino kwambiri pamsika wamasheya waku Asia mu 2019. Pakali pano, mtengo wamsika wa Luxshare Precision wafika pafupifupi 400 biliyoni ya yuan, zomwe ndi zapamwamba kwambiri kuposa mtengo wamsika wa pafupifupi 280 biliyoni wamakampani a Foxconn amtundu wina wa iPhone OEM.

Malinga ndi deta, zamagetsi ogula zidatenga 83.16% ya ndalama zonse za Luxshare Precision, ndipo Apple ndiye "wogula" wamkulu pabizinesi yamagetsi yamagetsi ya Luxshare.Zhao Yan, mkulu wa Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, adanena poyankhulana ndi mtolankhani wochokera ku China Electronics News kuti msika wamagetsi wamagetsi ukupitirizabe kuzizira m'zaka zaposachedwa.Pali zinthu zingapo zachikhalidwe monga mafoni am'manja, mapiritsi, ma PC ndi ma TV.Kukula kudakula, ndipo kufunikira kwa mitundu yatsopano ya zinthu zamagetsi zamagetsi monga ma headset a Bluetooth, zibangili zanzeru, ndi ma speaker anzeru zidakula.Ndi kuphulika kwa kufunikira kwa mahedifoni opanda zingwe a TWS kutengera ma AirPods, mtengo wamsika wa Luxshare Precision, womwe umagwirizana kwambiri ndi kukhazikitsidwa kwa AirPods ndi zinthu zina, ukupitilira kukwera.

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Ubale pakati pa Luxshare ndi Apple

Luxshare Precision anabadwira ku 2004. Poyamba ankagwira ntchito yopanga ndi kugulitsa zolumikizira makompyuta ndi zotumphukira, ndipo anali wopanga chigawo chimodzi.Atalandira udindo waukulu wa Lenovo, Tongfang, ndi Woyambitsa, Luxshare Precision idayamba kuvomera kuyitanitsa kunyumba za Foxconn, ndipo magwiridwe ake adakula mwachangu.Mu 2010, Luxshare Precision idalembedwa bwino pa Shenzhen Stock Exchange.Chaka chino, kampaniyo idapeza ndalama zogwirira ntchito zokwana 1.011 biliyoni ndi phindu lonse la yuan 116 miliyoni.

Kuyambira 2011, Luxshare Precision yapeza magawo a Kunshan Liantao Electronics Co., Ltd., omwenso anali m'modzi mwa ogulitsa kwambiri chingwe cha Apple.Kupeza kwa Kunshan Liantao kunapangitsa kuti Luxshare Precision alowe bwino mumayendedwe a Apple.Kuyambira pamenepo, Luxshare Precision yapambana pang'onopang'ono ndi Apple ndipo idapambana motsatizana maoda ofunikira a zingwe zamkati za iPad, zingwe zamagetsi za MacBook, Apple Wacth charger/zingwe, MacBookType-C ndi ma adapter a iPhone.

Mu 2017, Luxshare Precision adapambana chiyeneretso choyambira cha AirPods opanda zingwe za Apple.Ndi mgwirizano uwu ndi Apple, Luxshare Precision idakwera kwambiri magwiridwe antchito ndi ndalama mu 2018, ndipo mtengo wake wamsika mu 2019 wakhalanso mtsogoleri wa "bolodi yaying'ono ndi yapakatikati".

M'malo mwake, ma AirPods a Apple adapangidwa koyambirira ndi wopanga waku Taiwan ODM Inventec, koma Inventec yavutitsidwa ndi index yokolola yonse.Ma OEM amafunikira ukadaulo wapamwamba komanso luso lamphamvu lopanga mwatsatanetsatane.Mu 2017, Apple idayamba kupereka maoda ku Luxshare Precision kuti apange.Zowona zatsimikizira kuti chisankho ichi cha Apple chapeza zotsatira zosayembekezereka.Pambuyo pazinthu zophatikizika kwambiri za AirPods za Luxshare, zokolola zonse zafika pamlingo wapamwamba kwambiri ndipo gawo labwino kwambiri loperekera latsimikizika.Mu 2019, chipangizo chatsopano cha Apple choletsa phokoso cha Bluetooth AirPods Pro chidayamba kukhala 100% chopangidwa ndi Luxshare Precision.

Kuchita bwino kwambiri kwazinthu za AirPods ndimwala wopita ku Luxshare Precision, ndipo Luxshare yakhala imodzi mwamakampani omwe akuchita bwino kwambiri pamsika wamasheya waku Asia mu 2019. Pakali pano, mtengo wamsika wa Luxshare Precision wafika pafupifupi 400 biliyoni ya yuan, zomwe ndi zapamwamba kwambiri kuposa mtengo wamsika wa pafupifupi 280 biliyoni wamakampani a Foxconn amtundu wina wa iPhone OEM.

Malinga ndi deta, zamagetsi ogula zidatenga 83.16% ya ndalama zonse za Luxshare Precision, ndipo Apple ndiye "wogula" wamkulu pabizinesi yamagetsi yamagetsi ya Luxshare.Zhao Yan, mkulu wa Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, adanena poyankhulana ndi mtolankhani wochokera ku China Electronics News kuti msika wamagetsi wamagetsi ukupitirizabe kuzizira m'zaka zaposachedwa.Pali zinthu zingapo zachikhalidwe monga mafoni am'manja, mapiritsi, ma PC ndi ma TV.Kukula kudakula, ndipo kufunikira kwa mitundu yatsopano ya zinthu zamagetsi zamagetsi monga ma headset a Bluetooth, zibangili zanzeru, ndi ma speaker anzeru zidakula.Ndi kuphulika kwa kufunikira kwa mahedifoni opanda zingwe a TWS kutengera ma AirPods, mtengo wamsika wa Luxshare Precision, womwe umagwirizana kwambiri ndi kukhazikitsidwa kwa AirPods ndi zinthu zina, ukupitilira kukwera.

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Ubale pakati pa Luxshare ndi Apple

Luxshare Precision anabadwira ku 2004. Poyamba ankagwira ntchito yopanga ndi kugulitsa zolumikizira makompyuta ndi zotumphukira, ndipo anali wopanga chigawo chimodzi.Atalandira udindo waukulu wa Lenovo, Tongfang, ndi Woyambitsa, Luxshare Precision idayamba kuvomera kuyitanitsa kunyumba za Foxconn, ndipo magwiridwe ake adakula mwachangu.Mu 2010, Luxshare Precision idalembedwa bwino pa Shenzhen Stock Exchange.Chaka chino, kampaniyo idapeza ndalama zogwirira ntchito zokwana 1.011 biliyoni ndi phindu lonse la yuan 116 miliyoni.

Kuyambira 2011, Luxshare Precision yapeza magawo a Kunshan Liantao Electronics Co., Ltd., omwenso anali m'modzi mwa ogulitsa kwambiri chingwe cha Apple.Kupeza kwa Kunshan Liantao kunapangitsa kuti Luxshare Precision alowe bwino mumayendedwe a Apple.Kuyambira pamenepo, Luxshare Precision yapambana pang'onopang'ono ndi Apple ndipo idapambana motsatizana maoda ofunikira a zingwe zamkati za iPad, zingwe zamagetsi za MacBook, Apple Wacth charger/zingwe, MacBookType-C ndi ma adapter a iPhone.

Mu 2017, Luxshare Precision adapambana chiyeneretso choyambira cha AirPods opanda zingwe za Apple.Ndi mgwirizano uwu ndi Apple, Luxshare Precision idakwera kwambiri magwiridwe antchito ndi ndalama mu 2018, ndipo mtengo wake wamsika mu 2019 wakhalanso mtsogoleri wa "bolodi yaying'ono ndi yapakatikati".

M'malo mwake, ma AirPods a Apple adapangidwa koyambirira ndi wopanga waku Taiwan ODM Inventec, koma Inventec yavutitsidwa ndi index yokolola yonse.Ma OEM amafunikira ukadaulo wapamwamba komanso luso lamphamvu lopanga mwatsatanetsatane.Mu 2017, Apple idayamba kupereka maoda ku Luxshare Precision kuti apange.Zowona zatsimikizira kuti chisankho ichi cha Apple chapeza zotsatira zosayembekezereka.Pambuyo pazinthu zophatikizika kwambiri za AirPods za Luxshare, zokolola zonse zafika pamlingo wapamwamba kwambiri ndipo gawo labwino kwambiri loperekera latsimikizika.Mu 2019, chipangizo chatsopano cha Apple choletsa phokoso cha Bluetooth AirPods Pro chidayamba kukhala 100% chopangidwa ndi Luxshare Precision.

Kuchita bwino kwambiri kwazinthu za AirPods ndimwala wopita ku Luxshare Precision, ndipo Luxshare yakhala imodzi mwamakampani omwe akuchita bwino kwambiri pamsika wamasheya waku Asia mu 2019. Pakali pano, mtengo wamsika wa Luxshare Precision wafika pafupifupi 400 biliyoni ya yuan, zomwe ndi zapamwamba kwambiri kuposa mtengo wamsika wa pafupifupi 280 biliyoni wamakampani a Foxconn amtundu wina wa iPhone OEM.

Malinga ndi deta, zamagetsi ogula zidatenga 83.16% ya ndalama zonse za Luxshare Precision, ndipo Apple ndiye "wogula" wamkulu pabizinesi yamagetsi yamagetsi ya Luxshare.Zhao Yan, mkulu wa Consumer Electronics Industry Research Office of the Institute of Electronic Information Industry of CCID Think Tank, adanena poyankhulana ndi mtolankhani wochokera ku China Electronics News kuti msika wamagetsi wamagetsi ukupitirizabe kuzizira m'zaka zaposachedwa.Pali zinthu zingapo zachikhalidwe monga mafoni am'manja, mapiritsi, ma PC ndi ma TV.Kukula kudakula, ndipo kufunikira kwa mitundu yatsopano ya zinthu zamagetsi zamagetsi monga ma headset a Bluetooth, zibangili zanzeru, ndi ma speaker anzeru zidakula.Ndi kuphulika kwa kufunikira kwa mahedifoni opanda zingwe a TWS kutengera ma AirPods, mtengo wamsika wa Luxshare Precision, womwe umagwirizana kwambiri ndi kukhazikitsidwa kwa AirPods ndi zinthu zina, ukupitilira kukwera.

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Masamba a Apple

Mu 2017, CEO wa Apple Cook adayenda ulendo wapadera kukaona fakitale ya Luxshare Precision's Kunshan ndipo adapatsa kampaniyo ulemu waukulu.Luxshare Precision inanena m'chilengezocho: Kutengera kuchuluka kwamakampani pazamagetsi ogula pazaka zambiri komanso njira yanthawi yayitali komanso yayitali yamabizinesi amagetsi ogula, kuphatikizaku kumagwirizana ndi dongosolo lachitukuko lokhazikika la kampani.

Ndiye, ndi maubwino ati a Luxshare Precision mubizinesi yamagetsi yamagetsi yomwe imapangitsa kuti ikhale yodziwika bwino pakati pa zoyambitsa zambiri za Apple?Zhao Yan adauza atolankhani kuti Luxshare imawona kufunikira kwakukulu kwa ndalama za R&D muukadaulo watsopano ndipo ndalama zake zikuchulukirachulukira chaka ndi chaka.Mu 2018, ndalama za R&D zinali 2.515 biliyoni, ndipo mu 2019, ndalama za R&D zidakwera mpaka 4.376 biliyoni, zomwe zidatenga pafupifupi 7% ya ndalama zogwirira ntchito.Ndiwotsogola pamakampani opanga njira zolondola ndipo ali ndi zokolola zambiri.Kuphatikiza pa Kunshan, Luxshare yakhazikitsanso ukadaulo wapamwamba wopangira R&D ndi nsanja zopangira zinthu ku Dongguan, Taiwan, ndi United States.Kuphatikiza apo, Luxshare yapitiliza kukula kudzera pakuphatikizana ndi kugula.Magawo amabizinesi oyima (kuyambira zolumikizira kupita kumayendedwe, zamagetsi zamagalimoto ndi ma acoustics).

Mtolankhani adadziwitsidwa kuti maiko akunja sanadabwe ndi nkhani yogula zinthu.Amakhulupirira kuti Apple yakhala ikulimbikitsa Lixun kuti agwiritse ntchito ndalama kuti achepetse kudalira kwa Apple pa bizinesi yapa iPhone ya Foxconn.

Deta ikuwonetsa kuti Foxconn pano amawerengera zoposa 50% za kupanga iPhone, ndipo asanagule, gawo laposachedwa la Wistron pamsika wa iPhone foundry lakhala lochepera 5%.Poyankhulana ndi China Electronics News, Lisa, katswiri wofufuza zamalonda ku RUNTO IOT, bungwe lofufuza zamakono zamakono, adanena kuti pali zifukwa zitatu zomwe zimachirikiza utsogoleri wa Luxshare: chimodzi ndi kufuna kwa Apple kuti apereke mitundu yosiyanasiyana ya ogulitsa;ina ndi Apple ikufuna kulimbikitsa mpikisano woopsa pakati pa ogulitsa, kuti apititse patsogolo mphamvu za Apple, kuchepetsa ndalama ndi kuonjezera phindu lalikulu;chachitatu, pakhoza kukhala vuto la kukhulupilira mumayendedwe ogulitsa ndi kuthekera kobweretsa makampani monga Foxconn.Zomera zonse zothandizidwa ndi ndalama ku Taiwan zatsika pang'onopang'ono m'zaka zaposachedwa pakufufuza ndi chitukuko chatsopano, kufunitsitsa kwachuma ndi mgwirizano, ndipo masiku aposachedwa a Foxconn sanakhale ovuta kuchoka ku China, ndikuvutitsidwa ndi bizinesi atamanga fakitale ku India. .Kwa Apple, kusatsimikizika kwa Foxconn kudzakhudza zokolola zake.

M'malo mwake, kuthandizira kwa Apple kwa Luxshare Precision ndizabwinoko kuposa izi.M'mwezi wa Meyi chaka chino, nkhani zidayamba pamsika kuti Apple idati Luxshare Precision iyenera kupanga ndalama zambiri ku Catcher Technology, kampani yomwe imapereka milandu yachitsulo ya iPhone ndi Macbook.Luxshare Precision wakhala akukambirana ndi Catcher Technology kwa nthawi yoposa chaka.Kwa nthawi yayitali, tsopano yalowa mugawo lakuya la zokambirana.Ngati mbali ziwirizi zigwirizana, Luxshare Precision idzatha kupanga zitsulo zapamwamba kwambiri, ndipo nthawi yomweyo kupeza chidziwitso cha chidziwitso cha chidziwitso cha mafoni a m'manja, chikuyembekezeka kukhala Foxconn "wachiwiri".Mtolankhani adalumikizana ndi Catcher Technology nthawi zambiri, koma sanalandire yankho monga nthawi yofalitsidwa.

Katswiri Lisa adauza atolankhani kuti Wistron asanakhale OEM pamitundu yakale ya iPhone, ndipo Luxshare Precision ipitiliza bizinesi ya Wistron ya OEM yamitundu yachikhalidwe atatenga bizinesi ya Wistron.Komabe, kuchokera ku Luxshare Precision, ikufuna kupititsa patsogolo njira zonse zogulitsira zinthu za Apple, ndikuyesetsa kudula gawo loyambira lamitundu yatsopano ya iPhone, kuti atsegule nsanja yolondola yopangira ndikufikira gulu lonse.Komabe, molingana ndi kamvekedwe ka Apple's supply chain review, zikunenedweratu kuti Luxshare ipeza zovuta kuti ipange bwino mumitundu yatsopano mu 2021.


Nthawi yotumiza: Aug-01-2020