Nokia global Suppliers cut to 5 Taiwan benefits

January 11 Morning News, according to Taiwan media reports, Nokia simplifies the global supply chain, it is understood that Nokia will be the global supplier of accessories from more than 10 simplified to five, including mobile phone chargers, handsets and other products to purchase more concentrated, three parts supplier of the United States law, flying macros, light treasure, etc. will benefit. Nokia is the world's largest handset brand manufacturers, the city accounted for about 37%.　　Industry insiders said that Nokia is facing other mobile phone operators in the field of smartphone competition, although the current volume of shipments is the largest, the profit level is lower than Apple, is bound to adjust the supply chain strategy from all levels, Taiwan manufacturers have a structural cost advantage, Nokia transfer parts procurement from Japanese suppliers to Taiwan manufacturers. After simplification, a single supplier will have at least 30%-40% of the supply to Nokia, equivalent to 100 million to 200 million units a year.　　It is understood that Nokia believes that simplifying the supply chain will help supply chain management, can increase the size of the supplier economy, reduce costs, is a winning strategy.　　Nokia said that this year mobile phone shipments are expected to break through 500 million, the global market share to challenge 40%, the overall global mobile phone market will grow 10% this year, back to 1.2 billion levels. To avoid the handset as an example, the supplier will be reduced from the original seven to three to four, beneficiaries include Japanese suppliers and the United States law.　　Daiwa Securities has raised the U.S. law target price, from NT $64.7 to 76.3 NT, that the U.S. law is expected to become Nokia's largest handset-free supplier, driving this year's revenue growth rate of at least 30%.　　Industry insiders point out that U.S. law is the year before the beginning of Nokia to become a handset-free handsets suppliers, the proportion of supply stable rise, the single style from one, three gradually expanded to more than six, the supply of products in addition to the handset, will also increase Bluetooth headset, speakers (speaker) and other product lines.　　In the charger, Nokia's main suppliers include Japanese manufacturers, BYD and Feihong, last year, BYD has caused the charger recycling incident, so that the indirect benefits, the industry believes that in the simplification of the supply chain, flying Acer shipments to Nokia's supply proportion is expected to improve.　　In addition, light Treasure Acquisition Perlos (Perlos), smoothly into Nokia's shell supply chain, Nokia Netbook is also the power supply supplier with manufacturers, in the simplified parts supply chain is also a beneficiary. In addition to simplifying the supply chain of accessories, Nokia since the end of the year has been integrated into the global supply chain, the last of the non-accessory products in the form of a clear situation, mobile phone keypad supply Shang, mobile phone camera lens module supplier of large vertical performance has been significantly growth, Xiahong Hui last year merged revenue in the financial turmoil, but also the trend of growth (Roy)