The Apple new machine burst, Desay and Sunwoda have become the focus of attention

Iphonex wouldn't do that, would it? As IPhone8 's "bursting" events continue to occur, the market's attention has gone beyond the event itself, but extends to the upcoming new product, after all the producers are the same.

The focus of the international mobile-phone industry on Apple's forthcoming new product is somewhat different in the Chinese market. Two business names entered the discussion of hotspots---desay and sunwoda. This is the two companies in the lithium battery industry chain in the famous enterprise. Rumors about the market swirl that Apple's abandonment of its original Chinese supplier to Samsung SDI has caused the problem today, so Apple will have to turn back to Germany and Sunwoda to discuss the battery supply issue.

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The curiosity of the market is further extended: did Desay and Sunwoda ever really be excluded from Apple's IPhone8 series suppliers? What is the status of the two producers, so much so that China's battery industry is developing?

This is a very interesting thing, and the quality problem of IPhone8 has aroused the concern of the battery industry.

Desay and Sunwoda really were iphone8 > Is it ruled out?

In fact, the market has no definite information about this. Even South Korean technology media reports are self-contradictory. They used to think that Apple would work with LG to make the latter the "only supplier" to IPhone9 (the later IPhone8, Iphonex series) battery. But now the report is inclined to think that Samsung SDI is the producer of the IPhone8 problem battery.

The domestic media has also been asked about this issue. In February this year, Sunwoda was asked too much about Apple's cooperation status. The market was concerned about whether Sunwoda had a battery supply contract with Apple's new product.

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The answer, Sunwoda, was: "The company has signed a confidentiality agreement with some international customers, so it is not possible to answer the question of whether or not to participate in Apple's battery supply." It can be seen that the rumors on the market of Desay and Sunwoda are excluded from Apple's new cell phone battery supplier, is actually an unconfirmed thing.

While refusing to answer the question, Sunwoda's response to another question was expressed with a clear-minded attitude: Investors asked Sunwoda if he was supplying batteries for Huawei's Glory 9, and the answer was "Huawei is one of the company's key customers, and the company has worked well with Huawei in many aspects".

This IPhone8 event sparked the discussion, once again guided the market to the domestic battery industry in-depth observation, in particular, Apple and domestic handset manufacturers in the industry's influence contrast problem, is caused by hot discussion.

The role of Apple and domestic handset makers

This time the Apple battery event was viewed by market watchers as an observation window that contrasts Apple's influence with domestic firms. Especially for the two domestic giants such as Desay and Sunwoda, the proportion of the cooperation with Apple in their respective businesses has almost become a bellwether for the development of the enterprise itself.

Although the specific participation in the IPhone8 battery supply can not be confirmed, but through the previously published market data is still visible.

In 2016, Apple accounted for up to 58.09% per cent of its overall business revenue, according to the figures. Can be seen in the depth of their participation. By contrast, Apple's share accounted for only 16.2% of Sunwoda's 2016 business revenues.

Simply put, Desay and suwalper two companies formed a relatively sharp contrast, one is still mainly rely on Apple this single customer, and the other, is the distribution of business to other manufacturers of cooperation, mainly domestic handset manufacturers.

Looking back at the past development paths of two companies, a more interesting comparison was found.

Although the two companies have a lot of cooperation with Apple, but in the overall revenue ratio, the two have formed a contrast.

The trend of this change is to be observed from 2011, when Sunwoda was "put together" by Apple. The Sunwoda, which had accounted for up to 20% per cent of the battery supply in IPhone3 and the ipod series, was suddenly ruled out by IPhone4, when jobs personally made a decision to replace the battery supplier with Desay.

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From then on, the partnership between Desay and Apple has been the biggest in its business revenue. Sunwoda, however, had to start looking for more cooperation with other handset makers in the country.

This trend is evident in their market data: By 2012, with Apple's large business, Desay achieved 42% revenue growth, while its net profit grew by as much as 20%.

Relatively, this year sunwoda in the process of vigorously seeking cooperation with a number of domestic enterprises, but also achieved 36% revenue growth, but its net profit is negative growth: 13%

The reason is simple: Apple's order volume is large and standardized. This makes production costs even lower. And Sunwoda's main partners for domestic handset manufacturers, in 2012, the domestic manufacturers of orders not only low prices, but also with Apple a large number of stable orders compared to the domestic handset manufacturers single parts order less, batch messy, so the production cost is higher.

But the situation has changed with the development of domestic handset makers. This is evident from the comparison of data from two companies in Sunwoda and Desay for 5 years.

2012 year is a marker.

Looking back today, 2012 for domestic mobile phones and related industry development, is indeed an iconic node. In this year, with Xiaomi mobile phone conference appeared an amazing mania, and ZTE, Huawei, Oppo, Meizu and so on have entered the rapid development track.

From this year onwards, has been heavily dependent on Apple's desay, and business diversification of the distribution of Sunwoda, in the market data began to appear different development trends.

Sunwoda's growth in business revenue was achieved in 2012 beyond the German race and has remained so far.

By the year 2016, Desay battery revenue was 8.8 billion, while Sunwoda was 8 billion. The numbers of the two families are already similar.

But in retrospect 2012, Desay's revenue was 2.27 times times that of Sunwoda.

In the first quarter of 2017, Desay's revenue was 2.29 billion, Suwalper reached 2.22 billion, and the numbers were closer.

The comparison of gross profit shows the problem: Desay is 222 million and Sunwoda is 263 million.

The Apple of the world says, is obsolete?

Although Sunwoda lost the position of Apple's main supplier in 2012, he grew up in cooperation with domestic manufacturers. This allows the market to discuss whether the past "the Apple of the world" mindset is outdated?

Before 2012, the profit of cooperation with Apple is really very high, at that time the handset market price contrast is also very obvious, an apple is apt to be more than 5,000, but domestic handset price is often at hundreds of yuan level. For domestic industry, including battery companies, partnering with Apple is certainly a rare opportunity. And with domestic manufacturers, but faced with many components, low interest rates, high cost of the dilemma.

But in the next few years of development, the domestic mobile phone gradually get rid of the low-end image to the high-end, battery and other cooperative manufacturers began to feel better.

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But Apple, because of the bottleneck of growth, began to cut the component suppliers, from the start of the large-volume directional cooperation, began to introduce competition, the order of one part of the distribution among multiple suppliers, forming a competitive bargain. At the same time began to try to intervene in high-end parts production.

In 2017, Apple released a total of 193 suppliers, and market watchers took the 2011 list of Apple suppliers, a comparison with this year's list, and found that more than 50 have disappeared.

Looking back at the data, Apple still accounts for 58.09% of the business's revenue. And only 16.2% of Sunwoda's revenue.

This number in IPhone8 battery event frequency, and even affect the Iphonex sales expectations of today, is particularly noticeable.

Is it true that an apple has to be said to be out of date? The market remains to wait.

The Apple new machine burst, Desay and Sunwoda have become the focus of attention