The new two OEM manufacturers have strong strength

["This time the new two OEM manufacturers have strong strength, and has basically passed the audit, the problem should not be small." The possibility of making iphones and ipads in the future is not low. ” ]

Apple is accelerating the "go to Foxconn"

Recently, foreign media reported that in order to improve the output of the iphone and the ipad to meet market demand, Apple will add Weft Chong Group and Warburg Communications as foundry manufacturers. Among them, the Dai-gen group will be the replacement part of the iphone 5C Assembly later this year, Warburg Communications will be the next generation part of the ipad mini assembly.

This is seen as a signal to Apple to speed up the diversification strategy of assembly manufacturers to reduce production costs and improve adaptability to changes in the market environment. Digitimes, a senior analyst at Jianpeping, told the first financial daily yesterday that Apple really wanted to adjust its relationship with the existing foundry, and that soon, new manufacturers would start shipping in early 2014, and the trial-run samples were now being reviewed by Apple. "However, the Warburg Telecom product is said to be the ipad Mini 2, not the first generation of the ipad Mini." "Jianpeping said.

The shortage of iPhone 5S supplies may be another reason why Apple is speeding up the pace of new factories. The IPhone 5S has been popular with consumers since it went public. The market research agency, CIRP, surveyed consumers who bought the new iphone at the end of September and found that the iphone 5S sales accounted for 64% of total iphone sales, leading to a sharp rise in overall iphone sales. In the third quarter of this year, Apple's iphone in the Chinese market grew 32% per cent, with a market share of about 6%, and Apple overtook ZTE and millet as the country's largest smartphone market, according to data from research firm Canalys in Wednesday.

Apple has had to adjust to strong demand, which has strained the supply chain. Earlier, it was reported that Apple cut the Heshuo and Foxconn's iphone 5C orders by Two-thirds and One-third respectively in the fourth quarter of this year, in response to a decision to soften the demand for the iphone 5C market, and to concentrate on production of the iphone 5S. Although the Apple added two generations of factories, but the iphone 5S orders will remain focused on Foxconn.

Apple has increased Hon Hai's iphone 5S orders for the current quarter because of strong market demand, a Foxconn executive said. It will take time to raise capacity, and Apple will not be able to find other OEM companies to meet market demand anytime soon.

Previously, the assembly of Apple products was concentrated by the Foxconn Foundry. With Foxconn's artificial management, product quality and other problems frequently, Apple's awareness of risk is also gradually improving.

Zhang, the chief executive of the media consultancy group, said that, on the one hand, Apple could not find other manufacturers to meet the demand for capacity, on the other hand, the need for secrecy, too dispersed on behalf of the factory will not be conducive to the confidentiality of Apple's new products. And even if there is only one foundry manufacturer in Foxconn, it is inevitable that leaks will occur. In the 2009, Foxconn workers in the country were shocked by the alleged iphone leaks. In addition, the high repair of the IPhone 5 has sparked a disagreement between Apple and Foxconn over who should pay for maintenance costs.

Since last year, Apple has tried to diversify the plant instead of being stuck in the hands of Foxconn. Last year, Apple shifted the ipad Mini and the iphone 5C, which is expected to be listed this year, to another Taiwanese foundry, Heshuo Union (hereinafter "Pegatron"), and the ipad Mini, produced by Heshuo, started to ship heavily from the fourth quarter of last year, dramatically lifting Heshuo revenues. In the first quarter of 2013, Heshuo revenue increased 31% to NT $195.27 billion. In contrast, Foxconn's revenue in the first quarter of 2013 fell by nearly 20% per cent year-on-year, and its gross profit margin dropped by 1%.

"This time the new two OEM manufacturers have strong strength, and has basically passed the Apple audit, the problem should not be small." The possibility of making iphones and ipads in the future is not low, but in the beginning, newcomers start with the production of a single product. Jianpeping said.

Public data show that the Wei Chong Group predecessor is Acer Computer Co., Ltd. 's research and Development institutions, is currently the world's seventh largest ODM manufacturers, its service handset manufacturers have BlackBerry, Nokia, ZTE. Warburg Communications was founded in 1999, but also with a number of international brands have cooperation, mobile phone cumulative volume has exceeded 200 million.

"The relationship between Apple and Foxconn will be pretty tight before the new partnership and supply capacity have yet to replace Foxconn," he said. "Jianpeping said.

Zhang also believes that, from current capacity, Apple will not be able to leave Foxconn for the time being, but demand for a balanced capacity would gradually reduce its reliance on Foxconn. "From Apple's management style, the number of OEM manufacturers in the future will not be too many, it is likely to follow the classification of the terminal layout, such as mobile phones, tablets, wearable equipment separate, and then in accordance with each type of terminal high school low positioning to choose different OEM manufacturers. "Zhang said.