Apple's largest foundry in Shanghai, the foundry giant of fruit chain, is on the rise.

At No.3688 Xiuyan Road, Kangqiao Town, outside the Shanghai Outer Ring Elevated Road, there is a giant enterprise invisible to Shanghai, which has been ranked among the top three enterprises in Shanghai for a long time with import and export volume of hundreds of billions. This is the largest foundry of American Apple in Shanghai-Changshuo Technology (Shanghai) Co., Ltd.

Reporters from Science and Technology Innovation Board learned from many sources that due to Apple hacking and various factors, Changshuo Technology suspended the recruitment of new employees in June 5438+00, and the huge factory and production line were idle. Some employees said that they are in contact with Luxshare, the newly emerging main foundry of Shenzhen fruit chain, and some factories of Changshuo Technology in Kangqiao Industrial Zone in Pudong, Shanghai will be produced by Luxshare.

In response to a reporter's inquiry on this matter from Science and Technology Innovation Board, Luxshare Investor Relations Office said that relevant information has not been received, and if the acquisition meets the disclosure standards, it will be announced. The reporter called Heshuo (4938-TW), the parent company of Changshuo Technology, and did not receive the other party's response as of press time.

_ Changshuo Technology (Shanghai) holds 0.56% shares of Luxshare.

Changshuo Technology is a subsidiary of Heshuo Technology, and Heshuo Technology has always been one of the two major assemblers of Apple, just like Foxconn.

The reporter of Science and Technology Innovation Board Daily came to Changshuo Science and Technology Factory on June 165438+ 10/6. There are more than ten huge factories and staff dormitories along Xiuyan Road. The subway 1 1 line extends one stop here, which is the famous Shanghai Disneyland Resort.

Outside the gate of Changshuo Company, an official employee of Changshuo Technology told the reporter that the Shanghai factory of Changshuo Technology is too big, and the products made by each factory are different. Luxshare did buy several factories.

In addition, a number of migrant workers wearing badges told the Science and Technology Innovation Board Daily reporter that the Changshuo technology production line mainly produces iPhone, but in recent months, there have been few orders in the factory. "We can't make money, and some employees, especially hourly workers, are leaving." At the factory gate, the reporter saw some migrant workers with large and small luggage ready to leave.

When chatting with reporters, the security guard at the gate of the factory also said that the factory is relatively idle now, and some factories have not started yet. "It is no longer recruiting people."

Why did Luxshare take over Changshuo's factory? The industrial and commercial information inquired by the reporter of Science and Technology Innovation Board Daily from Tianyancha APP shows that the two sides are not strangers. In fact, the two sides have been cooperating for a long time. Changshuo Technology (Shanghai) Co., Ltd. recently held 0.56% of LuxShare, with 39,845,5438+0,000 shares.

Changshuo Shanghai has a large number of Henan employees, many of whom have worked in Foxconn in Zhengzhou. Several Henan-born Shanghai Changshuo employees said that Changshuo stopped recruiting and Luxshare took over some factories, "which should be related to Apple cutting orders".

According to the reporter of Science and Technology Innovation Board Daily, in August and September, employees of Shanghai Changshuo worked overtime for 80 hours every month when they were busy. But now the sales of iPhone 14 can't go up, and the factory has plans to replace some production lines to install iPhone 13. The production line of Changshuo factory is often dismantled all year round, and the existing models are often dismantled to do other things, and then changed for a month or two. Now in addition to the Apple notebook production line in the factory. There is also a production line for iPhone 1 1. Relatively speaking, iPhone 1 1 has the best sales volume, surpassing iPhone 13 and 14.

_ The Rising Fruit Chain OEM Giants

Throughout the development of Luxshare, acquiring and expanding production capacity is almost its usual way. Among the fruit chains, the most famous in the past two years is that in 2020, it spent a huge sum of 3.3 billion yuan to acquire two subsidiaries of Wistron, becoming the third largest mobile phone assembly manufacturer of Apple, and in 20021year, it spent 6.6 billion yuan to acquire four subsidiaries of Heshuo.

A former Apple employee in China told the reporter of Science and Technology Innovation Board that Apple needs to go through field visits by teams of technology, engineering, design and quality to supply chain enterprises and factories, and each item has a complete process. Changshuo Technology, as the factory where the whole iPhone is assembled and put into production, has passed the running-in period, and the existing equipment can be used immediately. "Buying Changshuo's factory can at least save a lot of time and cost."

Since 20 1 1, Luxshare has grown into one of Apple's three major assembly manufacturers by purchasing Apple suppliers. Not only provide Apple with complete assembled products of mobile phones, watches and headphones, but also supply components such as display structure modules, SIP sealing products and MiniLED modules.

In Luxshare's annual report, the proportion of sales of the largest customer to the total revenue is also increasing, from 55.4% in 20 19 to 74. 1% in 202 1 year. Although Luxshare did not clearly disclose who the first customer was, he has been deeply involved in Apple's supply chain for many years, and it is widely believed that this customer is Apple.

It is worth mentioning that recently, there is news in the market that Luxshare is expected to take over the order of Apple AirPodsPro2 lost by Goer and become the exclusive assembler of AirPodsPro2, but this news has not been officially confirmed by Apple or Luxshare.

According to public information, Changshuo Technology (Shanghai) Co., Ltd. was established in Kangqiao Industrial Zone, Pudong New Area, Shanghai in 2004. Its parent company, Heshuo United Technology Co., Ltd., is an affiliated enterprise of Taiwan Province Asus Computer Co., Ltd., and Heshuo Group has registered three companies in Kangqiao, Pudong New Area to form the "Heshuo/Yongshuo East Operation Center" with a total investment of 627 million US dollars.

In the "Top 202 1 2002 Shanghai Foreign-invested Enterprises 100" published by Shanghai Foreign Investment Association, Changshuo Technology (Shanghai) ranked second in the list of total import and export volume 100.

Want to know more financial news in real time, please pay attention to us.