Taiwan manufacturers monopolize Mac Pro Computer assembly business or will be past

After migrating production lines to Asian countries in 2004, Apple has returned to its own country this year to start producing products to assemble Apple. According to recent news, in addition to Taiwan manufacturers Quanta and Foxconn, Singapore foundry manufacturers Flextronics is expected to become "Apple made in the United States," another single.

The Apple WWDC released a professional desktop personal computer "Mac Pro", the Taiwan industry chain that the model will be in the U.S. in the second half of the year in the United States by the Singapore manufacturer Flextronics to assemble, and the new MacBook Air assembly by the Quanta computer is responsible, if the message is accurate, This means that Taiwanese manufacturers monopolize Mac Pro Computer assembly business has passed.

"Flextronics has the largest EMS facility in the United States, more than 6 million square feet, and if customers want to make it in the United States, the company can do it." "Flextronics related head to the" First financial daily "reporter responded that the current flextronics in the United States business services to customers from all walks of life, including medical, aerospace and defense, automotive, industrial, capital equipment, energy, network, Global Services, computer and mobile consumer electronics.

From the company to grab a single

Apple CEO Tim Cook said at the end of last year that it would invest $100 million in 2013 to pull some of the Mac production lines back to the US, but that does not mean that Apple will be producing it itself, but that it is working with and investing in other companies, as Apple's Mac product line includes the imac, MacBook The foundry includes quanta and Hon Hai (Foxconn), so the industry has focused on the subsequent capacity allocation and order flow in both plants.

Taiwanese manufacturers have 2 factories in North America, including QCA in Fremont, Calif., and QCN in central Tennessee's Nashville, and Hon Hai has more than 15 research and manufacturing positions in the United States.

Jianpeping, senior analyst and director of Digitimes study, told our correspondent that according to the observation of the industrial chain, the imac was still exclusively assembled by Guang Da, and it remains to be seen whether Hon Hai is in the US for Apple's computer industry. However, it has been reported that in 2013, Hon Hai has started recruiting in the United States, responsible for automated production operations.

"We are good at machining, such as plastics, metal, machining, coating, casing and tooling." Services include asset recovery, document control, ECN and BOM management, functional testing, supply chain management, implementation, inventory management, warranty management, and maintenance. "Flextronics related Responsible person told our correspondent, the current company in the United States has eight regions of 17 factories, with the corresponding manufacturing capacity."

At the end of May, Motorola Mobile announced that it would make its first smartphone in the United States, producing a new generation of flagship "Moto X", planned for the fall of the same year, to be commissioned to Flextronics. Some analysts pointed out that before the Taiwan factory "run" of the Flextronics, has begun to exert power on consumer electronics.

Share Supply chain risk?

Taiwanese supply-chain practitioners were surprised that Apple would move back to the U.S. to produce the imac and MacBook series, because the imac and MacBook are fine products, it will be a big test for North American staff, even if the Mac product line, which has already built up a huge supply chain in Asia, Manufacturing logistics, warehousing and other complex degree is very high.

Jianpeping also believes it would be difficult for Apple to assemble a massive return in 2012 as the global Aio PC market hit a record low due to the sluggish Apple imac shipments.

But chief executive Mike McNamara, in an interview with this newspaper in early March, said that the main links in some companies ' High-tech manufacturing sectors had indeed begun to return to the US. The main reason is that the developed countries carry out tax breaks and introduce simplified management systems, which narrows the gap between labor costs and other areas. In a U.S. Chamber of Commerce's 2012~2013 China Business Report, about 28% of the respondents said they had or planned to move production outside China or in lower-cost regions of China because of rising operating costs in China.

But the real picture may be that Apple wants to use more supply chains to spread the risks on the industry chain. Apple CEO Tim Cook after taking office, the requirements of the supply chain more stringent, as Apple continued to pursue higher specifications, its capacity and good rate is difficult to keep up with, but also affect the volume of manufacturers such as the smooth, Mac series, including the MacBook and the imac in 2012, the delivery of deferred phenomenon, The result is a missed sales opportunity.

However, the return of the Mac product line is not really going to have a big impact on the current Apple-foundry landscape.

The percentage of Apple's cost of goods sold from China to the US in 2013 could be very small, given Apple's huge overseas production, according to IHS isuppli. COGS If Apple were to shift the production of a Macintosh product line just as reported, the cost of goods sold for a 2013-year shift could be less than 1%.