Editor: Yuan Xie is so confused
[ New Zhiyuan Introduction] The epidemic of the new crown mutant strain on Jiangsu, Zhejiang and Shanghai electronic products has impacted the upstream and downstream of the global industry chain.
Recently, the new wave of epidemic brought by Omickron has caused a large-scale interruption of manufacturing activities in the Yangtze River Delta region.
Apple Many key suppliers have suspended production
For Apple, several key suppliers have suspended production in Shanghai and Kunshan .
htmlOn April 12, the main assembler Heshuo said that its two factories in Shanghai and Kunshan had been shut down.
, and this is also Pegatron's only iPhone production base, with production capacity accounting for about 20% to 30% of the world's total.
is mainly responsible for MacBook manufacturing Quanta stopped production at its factory in Songjiang District, Shanghai in early April.
As the world's largest notebook supplier, about 20% of Quanta's total production capacity is in Shanghai.
In addition to Shanghai, Apple also has a large number of suppliers in Jiangsu, such as Foxconn , Wistron Luxshare Precision , etc. The two places combined have as many as dozens of companies.
Among them, for Luxshare Precision, which is relatively small, its only assembly plant is in Kunshan, Jiangsu.
However, it is understood that the factory is still operating under closed-loop management and strict new crown preventive measures.
and the main iPad manufacturer Renbao Electronics has also shut down its factory in Kunshan.
In addition to Apple, dozens of suppliers from other major manufacturers have also stated that they have suspended their business in Shanghai and surrounding areas since April 2.
includes two important printed circuit board manufacturers: Xinxing Electronics and South Asia Printed Circuit Boards, as well as BizLink, the main supplier of Dell and Tesla .
It is said that 161 companies in Taiwan, China have been suspended in Shanghai and Kunshan.
duration may exceed 17 days
The well-known "Apple Breaking News King" in the industry and analyst Ming-Chi Kuo said that the complete production recovery in Shanghai and Kunshan may be until the end of April or early May.
However, at present, Pegatron's suspension of work has a very small direct impact on Apple, but in the long run, continuous disruptions may damage the elasticity of the supply chain and consumer confidence.
As the largest iPhone supplier, Foxconn has not been greatly affected yet and can partially fill the recent supply gap. Assuming that Foxconn can maintain normal operations, Pegatron can gradually recover.
In this case, the impact of closure on the iPhone supply will be short-term and limited.
Although it is difficult to predict future closed changes, Apple has the best supply chain management capabilities and has good relations with China's official authorities, so Guo Mingchi believes that Apple can minimize the impact of blockade on supply.
However, the longer the blockade, the more negative the impact on consumer confidence will be, and may be detrimental to the shipment of consumer electronics (including Apple products) in the second half of 222 years.
iPhone13 has begun production in India, and the Pro series is still in China. However, the uncertainty of the epidemic has not stopped Apple from expanding production.
htmlOn April 11, Reuters said that Apple will produce iPhone 13 in India and plans to open the iPad production line. The factory in charge of
is affiliated to Foxconn and is located in the town of Sriperumbudur in South Tamil Nadu.
Some netizens also posted a comparison of the packaging box. From the column "Country of Origin" it can be clearly seen that the above picture is produced in India.
This is also the fourth iPhone produced by Apple in India after the 2017 iPhone SE.
During this period, Apple also produced iPhone XR and iPhone 11 models through Foxconn and Wistron. However, the current Pro series is still assembled by an OEM factory located in China.
Kuo said that despite efforts by Apple and its partners to diversify their supply chains, China remains a major manufacturing center. "China remains Apple's most important production base for the foreseeable future."
In a statement, Apple said: "We are delighted to start manufacturing the iPhone 13 for our local customers in India, which has a beautiful design, an advanced camera system that can take amazing photos and videos, and the amazing performance of the A15 bionic chip."
In this way, this batch of iPhones should be mainly aimed at the local Indian market and is unlikely to be used for export.
As the world's second largest smartphone market, India contributed about 4% of the market share to Apple last year, and Apple has also become one of the fastest-growing smartphone brands in India.
has a huge impact on Shanghai's semiconductor industry
Shanghai focuses on many semiconductor companies, Linggang , Zhangjiang, Caohejing, Songjiang , Minhang Zizhu, etc., all have large chip industry areas, and chip companies are also spread in many places.
data shows that in 2019, the scale of Shanghai's integrated circuit industry reached 170.656 billion yuan, an increase of 17.65% year-on-year, accounting for about one-fifth of the country. According to the plan, by 2025, the sales scale of the entire industrial chain of Pudong will reach 400 billion yuan.
According to the statistics of professional self-media such as Shande Information and No. 1 Xinwen Road, the production situation of the entire chip industry in Shanghai and surrounding areas is not optimistic.
htmlOn April 4, Shanghai Ankui Packaging and Testing Company, one of the top ten semiconductor packaging and testing companies in China, was confirmed by many people and shut down work in multiple departments.
It is reported that Ankuo is the company with the most employees in Shanghai Waigaoqiao Free Trade Zone, with about 5,400 employees and more than 3,000 employees perform production tasks in the factory. Cui Shenglin, senior director of
Additional Packaging Testing (Shanghai) Co., Ltd., said: Once we pause, the entire world's industrial chain will be more or less affected. We hope that under the good control of the epidemic, we can ensure the normal progress of production and operations, and help the industrial chain operate normally in Shanghai, China, and even the global integrated circuit industry in the face of severe chip shortage. In addition to
, the Shanghai factory in Yingyeda was previously suspended until April 1. During the suspension, it will be transferred to the Czech and Mexican factories to support shipments. After April 1, there is no relevant news about whether Yingyeda Shanghai factory will continue to be suspended. Yingyeda Shanghai factory mainly produces servers and smart device products.
TSMC plant area located in Songjiang District has implemented a closed-loop management of the factory and dormitory "two points and one line". The company usually has about 2,400 employees, and now it has about 70% of its manpower in the company.
Huanxu Electronics Co., Ltd. 's three factories located in Songjiang District, Shanghai purchased basic daily necessities such as sleeping bags, sleeping mats, toiletries, food, etc., and put the factory area into closed management.
SMIC previously stated that its Shanghai company's production and operation are normal, closed management is implemented, and normal production will be maintained.
SMIC's 12-inch wafer factory in Shanghai is its most advanced FinFET process wafer factory, with 14nm and improved 12nm processes being produced in it, with a designed production capacity of 35,000 wafers per month.
Huahong Semiconductor also stated that production will not be interrupted, and for this reason, it recalled necessary personnel back to the company's dormitory and adopted closed management that only enters but does not leave to ensure online operation.
silicon wafer manufacturer Shanghai Xinsheng Semiconductor also organized and coordinated nearly 400 people to enter the company in the early morning of March 28. The factory began closed management to ensure continuous production of the factory.
semiconductor cleaning equipment industry leader - Shengmei Shanghai related persons revealed, "The company actively arranges home office work for the R&D, management and other
department colleagues in Zhangjiang Park, and implements 24-hour closed production for the Chuansha factory. Cooperate with the government's epidemic prevention work and ensures the daily life of employees. Therefore, the company's production activities have not been substantially affected."
Hejing Shanghai Factory is located in Songjiang District, Shanghai, mainly engaged in the research, development, production and sales of semiconductor silicon epitaxial sheets, and provides other semiconductor silicon material processing services.
The company said that during the lockdown period, employees can only enter but not leave, and food and accommodation must be in the factory. Currently, there are about 300 to 400 employees in the Shanghai factory, and the personnel arrangement and production will not be affected, but shipments may be affected.
power semiconductor company Nice Semiconductor Technology (Shanghai) Co., Ltd. urgently purchased more than 1,000 sleeping bags and bedding, achieving 98% output with a attendance rate of 75%.
Apple laptop backlit keyboard light guide plate supplier Maolin Optoelectronics 28th-date subsidiary Shanghai Xianglong Electronic Technology Co., Ltd. announced that in response to the impact of the new crown epidemic, the work will be suspended from March 28 to March 31 in response to the impact of the new crown epidemic. There is no subsequent resumption of work.
In addition, mobile phone chip manufacturer Unigroup Zhanrui , CIS company Geke Micro , memory interface chip manufacturer Lanqi Technology, EDA Xinhuazhang, relevant persons in charge of many Shanghai semiconductor design companies said that they have taken epidemic prevention measures in accordance with relevant policies, and the vast majority of employees work from home and actively cooperate with the screening work.
Kunshan, Suzhou, Xi and Chang, Japan and other places have also been affected by
In addition to the local port of Shanghai, The industry in the Yangtze River Delta has also been hit by the epidemic of the new crown mutant strain. As for Kunshan manufacturers of
chip and semiconductor material :
Xinxing announced that the Kunshan subsidiary was temporarily suspended, including Kunshan Dingxin, a subsidiary that mainly produces PCB and HDI, and Xinxing Tongtai, a subsidiary that mainly produces soft boards, with production capacity accounting for about 20~25%.
Optoelectronics announced that the Kunshan subsidiary was temporarily suspended, with an estimated production capacity accounting for about 30 to 40%.
Nandian announced that Kunshan factory will carry out closed-loop management, which will not affect the company's operations. The production capacity accounts for an estimated 40%, mainly focusing on the production of PCB and BT carrier boards.
Dingying announced that it would implement rotational rest adjustments in accordance with government policies, and it is estimated that Kunshan's production capacity accounts for about 60~65%.
Nan Zidian said that Kunshan factory has temporarily suspended work from April 6 to April 8, and there is no follow-up news at this time.
Upstream equipment factory Yatai Metal stated that it will cooperate with the local government's COVID-19 epidemic prevention work to adjust production capacity and work from home.
Not only that, Suxi, Xi, Chang and other places have intensive supplier layouts around the electronic products and automobile industries. If a supply problem occurs in one of them, it will have a great impact on the upstream and downstream production status of the entire industry.
For example, Kunshan has gathered many printed circuit board (PCB) companies to provide first-level suppliers and car companies with electronic components for engines, body, chassis control systems and other functions. These companies have all announced suspension of work.
. Once these companies stop working, the downstream car manufacturers that need their products must stop working, regardless of size.
Tesla, according to its internal notice issued on April 3, showed that it has issued a notice to workers and suppliers that the Shanghai factory will not resume production on April 4 as expected.
According to people familiar with the matter, Tesla originally planned to resume production on Monday, but the internal notice stated that the resumption of production has been cancelled, but the company did not specify the reason and did not disclose when it is expected to resume production.
German Bosch Group has already suspended production in Shanghai and Changchun City, Jilin Province. At the same time, it will carry out "closed-loop operations" one in Shanghai and the other in the neighboring Taicang , and will restrict workers from leaving the factory inside the factory.
The closure of Jiangsu, Zhejiang and Shanghai has now affected Japan.
Mazda announced on April 12 that its Hiroshima headquarters factory and Yamaguchi Prefecture Fangfu factory will be suspended on the 14th and 15th. The reason is that cities such as Shanghai have imposed lockdowns due to the epidemic. Affected by this, the factories of Mazda's cooperative enterprises have stopped production and some parts cannot be purchased.
Due to the shortage of semiconductors, it is expected that Mexican factories will also be suspended for two days within April.
The company also suspended production of two domestic factories in Japan for two days in early April for the same reason.
Reference:
https://www.reuters.com/world/china/taiwan-iphone-maker-pegatron-suspends-operations-two-china-plants-2022-04-12/
https://asia.nikkei.com/Spotlight/Supply-Chain/Shang hai-Kunshan-lockdowns-hit-iPhone-Mac-and-iPad-makers
https://www.scmp.com/tech/big-tech/article/3174008/apple-supply-chain-china-hit-lockdowns-key-partner-suspends
https://www.reuters.com/technology/appl e-starts-manufacturing-iphone-13-india-2022-04-11/
https://www.reuters.com/world/china/taiwan-iphone-maker-pegatron-suspends-operations-two-china-plants-2022-04-12/
https://www.singtao.ca/5699199/2022-0 4-11/post-%e8%bb%8a%e4%bc%81%e5%81%9c%e5%bb%a0%e2%80%82%e4%be%9b%e6%87%89%e9%8f%88%e8%bf%91%e7%99%b1%e7%98%93-%e7%89%b9%e6%96%af%e6%8b%89%e5%81%9c%e5%b7%a516%e6%97%a5/
https://mp.weixin.qq.com/s/T_-rQo5IulTbWWvaKnzpHQ
