Global 10% iphone production is affected.

On the morning of June 365438+1October 3/kloc-0, the share prices of related companies of Foxconn Technology Group (hereinafter referred to as "Foxconn") changed. Wind data shows that the Foxconn index closed down 1.95%. At the close, Industrial Fulian (60 1 138. SH), A-share Foxconn Supply Chain Company, closed in 8.2 yuan, down 0.97%; Fukang Group (02038.HK) closed at 0.64 yuan, down 4.48%; Parent company Hon Hai Group (23 17. TW) down 1.44%.

Although Liu Yangwei, chairman of Hon Hai Group, "personally commanded", Foxconn's supply chain problem is still relatively large.

Hon Hai Group is the parent company of Foxconn. In the latest statement, the company said that Zhengzhou Park cooperated with the government to do a good job in epidemic prevention, and the current situation is gradually under control. The Group will also coordinate the idle capacity of other factories to reduce the possible impact.

65438+1On the evening of October 30th, Guo Ming Di, an analyst at Tianfeng International, released a forecast of some output changes in the iPhone supply chain through Twitter, saying that Foxconn's global iPhone output 10% was affected.

It is estimated that 10% iPhone production will be affected.

On June 5438+ 10 this year, Apple announced the supply chain list of 202 1. At present, there are as many as 190 apple suppliers in the world, and there are more than 50 in Chinese mainland alone, which is the largest supplier area for Apple. As Apple's largest production base in the world, the impact of the epidemic on supply chains such as Foxconn also affects the sales trend of Apple's mobile phones. Apple has nearly 65,438+00000 direct employees in China, and there are millions of workers in its supply chain.

In April this year, Luca Maestri, Apple's chief financial officer, told analysts in the earnings conference call that supply chain problems would cost sales of $4 billion to $8 billion in the second quarter, which was far more serious than the previous quarter.

In the third quarter financial report of June 5438+ 10, Apple commented on the supply chain, saying that due to the strong demand and limited supply of iPhone 14 Pro models, Apple is trying to meet the demand, and at the same time, Apple is still coping with the supply constraints brought by the strong demand for smart watch Apple Watch Ultra.

654381On the evening of October 30th, Guo Ming posted comments on Apple's supply chain on Twitter, involving Hon Hai, Foxconn, Pegatron, Luxshare, etc.

Guo Ming said that Foxconn originally planned to gradually reduce iPhone production capacity from June 1 1 to February 1 to cope with seasonal problems. After the Foxconn iPhone factory in Zhengzhou enters closed-loop production, the plan to reduce iPhone production capacity will be postponed. As the Foxconn iPhone factory in Zhengzhou suddenly entered closed-loop production without warning, more than 10% of the global iPhone production capacity was affected. However, this incident has not changed the current shipment forecast of the iPhone supply chain. It is expected that Foxconn's production capacity will gradually increase in a few weeks, and the impact on iPhone shipments in the fourth quarter of this year should be limited.

However, Guo Ming Ti also said that Apple is discussing with Pegatron and Luxshare to convert the production line of iPhone1414 Plus into iPhone14 Pro/14 Pro Max. Luxshare is expected to start shipping iPhone 14 Pro as early as the first quarter of 2023.

Previously, regarding Luxshare's actions in the OEM field, Liu Yangwei said at the previous financial report briefing that the relationship between Hon Hai and customers was not formed in a day or two. He said that it is very natural for the industry to increase competitors. As long as it is healthy competition, I believe it will be helpful to the industry and become the driving force for industrial progress.

In terms of volume, according to the total operating income of Lux's share of 2021153.9 billion yuan, it is still less than Foxconn's monthly revenue. The latest financial report released by Foxconn (Hon Hai Group) shows that in the first three quarters of this year, Foxconn's total revenue was NT$ 4.66 trillion (equivalent to RMB 65.438+0.48 billion), while its revenue in September was NT$ 822.323 billion (equivalent to RMB 65.438+0.85 billion).

However, affected by the news, Luxshare opened higher in early trading yesterday, closing at 28.5 yuan, an increase of more than 7%.

Foxconn's supply chain has passed the test.

Foxconn is the world's largest electronic OEM factory, also known as the "king of OEM".

According to the Research Report of Top 500 Foreign Trade Enterprises in China in 2020, the top ten export enterprises in China are Zhengzhou Foxconn, Shanghai Dafeng Computer, Huawei Terminal, Shenzhen Foxconn, Chengdu Foxconn, Sinopec, Changshuo Technology (Shanghai), Shenzhen Huawei, Mingshuo Computer (Suzhou) and PetroChina.

According to the data of Foxconn official website, in 20021year, the group's revenue was about 1.35 trillion yuan, and the total import and export volume accounted for 3.6% of the total import and export volume in the Mainland, of which the total import volume accounted for 3.2% and the total export volume accounted for 3.9%.

At present, the mainland subsidiaries of Hon Hai can be found in five districts, and * * * is isomorphic with Foxconn outside.

According to the reporter's understanding, the first of these five regions is the South China region with Shenzhen as the core and the Pearl River Delta metropolitan areas such as Dongguan, Foshan and Huizhou as the supplement. This field currently covers R&; D, processing and manufacturing most 6C products and their accessories; The second category is East China, starting from 1992, with Kunshan as the core and Shanghai, Huai 'an, Changshu, Hangzhou and other Yangtze River Delta cities. This area is mainly engaged in the manufacture of portable computers and their components. The third category started in the late 1990s, with Yantai as the core, supplemented by cities around the Bohai Sea such as Langfang, Dalian, Tianjin, Qinhuangdao and Yingkou, mainly focusing on the R&D and manufacturing of mobile devices such as mobile phones, professional equipment such as communications and new industries such as new energy. The fourth category is centered on Taiyuan and Wuhan, supplemented by inland areas such as Jincheng, Chongqing and Chengdu; The fifth category is Henan.

Since the Foxconn Apple Mobile Phone Project entered Henan in the second half of 20 1 1, the proportion of Foxconn in Henan's foreign trade import and export has climbed from 28.7% in 20 1 1 to 67.5% in 20 15. Driven by Foxconn, many smart phone brands gathered in Zhengzhou to promote the smart phone industrial park of Zhengzhou Airport to be put into use in advance on 20 14 1. By 20 15, Zhengzhou has produced more than 200 million smartphones, accounting for one-seventh of the global smartphone supply.

From the perspective of production capacity layout, Zhengzhou Foxconn has three local factories, namely Zhengzhou Airport Factory, Economic Development Zone Factory and zhongmou county Factory. Zhengzhou factory is also the main manufacturing base for Foxconn to produce iPhone for Apple, with more than 90 production lines and about 300,000 workers. According to IDC data, in 20 19, China's smartphone exports accounted for 27% of global smartphone sales, of which 1/4 came from Henan province.

In June 2022, 5438+ 10, Zhengzhou Customs announced: 202 1, the total value of Henan's foreign trade import and export was 8208 1 billion yuan, up 22.9% year-on-year, which was higher than the national import and export growth rate 1.5 percentage points. The import and export of mechanical and electrical products mainly based on the mobile phone industry chain accounts for more than 60% of the province's foreign trade. Among them, the total export of mobile phones alone reached 272.72 billion yuan, a year-on-year increase of 17.8%, accounting for 28.9% of the country.

It is reported that Liu Yangwei has been "personally sitting in the town" for several days to understand the situation, maintain the normal production of local factories, and issue the instruction of "caring for employees as the first principle".

A former Foxconn executive told China Business News that behind every mass-produced product is a supply chain. In order to ensure production, the chairman has been personally managing it.

In order to ensure the output, the recruitment salary of Foxconn Apple related production lines has also been adjusted accordingly this year. Foxconn's internal recruitment platform shows that in July this year, the highest recruitment bonus of Zhengzhou factory was 6,543,800 yuan per person. Among them, the introducer bonus is 500 yuan per person. The bonuses of job seekers are different, ranging from 9000 yuan to 9500 yuan per person for key positions in the manufacturing department.

Despite this, Apple's production capacity is still in short supply. IPhone 14 Pro Max set the longest "standby time" in Apple's history.

As for the current production line and the flow of workers, as of press time, Foxconn has not responded. However, in the latest statement, the company said that it fully respects the employees' willingness to stay or stay and provides reciprocal protection.

"For employees who voluntarily stay in the production and life of the enterprise, we will further optimize and refine various epidemic prevention and control measures, regularly disinfect the factory and staff quarters, and fully organize the production of the enterprise's epidemic-free workshop area on the premise of ensuring safety." Foxconn said.