Recently, Hon Hai announced that its revenue in November reached a record high and announced that it would launch the "Guoju Project Plan". Chairman Liu Yangwei is optimistic about the performance in the first half of next year.
Hon Hai's consolidated revenue in November was 681.375 billion yuan, a record high, a monthly increase of 11.2% and an annual increase of 13.1%.
Chairman Liu Yangwei said that the performance in the first half of next year will be better than the same period this year, mainly due to the deferred effect of smartphones, good electric vehicle prospects, 5G-related replacement demand, servers, etc., and is optimistic about the performance in the first half of next year.
It is reported that Hon Hai Group and Guoju Group signed a strategic alliance agreement, and Hon Hai launched the "Guoju Project Plan", requiring each group to propose a list of procurement amounts and to pull goods from Guoju Group. Among them, Guoju, Qilixin, Kaimei, etc. will be included in the "Preferred Supplier List (PSL)" of Hon Hai Group, and will give priority to purchasing passive components, inductors and other products.
htmlIn September, Hon Hai and Guoju announced their cooperation to form an alliance to strengthen the "3+3" strategy. For Guoju, Hon Hai’s accelerated layout of emerging industries has just created a stable outlet for the group members who have made great efforts to acquire and acquire in recent years. For Hon Hai, by mastering key upstream parts, it can provide customers with high value-added solutions.
This year, the popularity of 8-inch wafers continues. Chairman Liu Yangwei said: "I knew that the 8-inch wafer factory was popular for a long time. Hon Hai saw it very early. In this world, IC is not only the high-end ICs made by TSMC , but there are actually many small ICs. Although it is inconspicuous, it will not work without it. It will also be used in the future development of electric vehicles. Hon Hai has many semiconductor-related companies, including IC design, semiconductor equipment, and IC packaging and testing. Now we need to strive for 8-inch wafer foundry. These are the "3+3" strategic layouts for upgrading and transformation to the group. "
According to the information released by Hon Hai Group to the sub-group this time, Hon Hai Group will take the "Guoju Project Plan" as the first English letter "Y" of Guoju English name "Yageo", and internally name it "Y+ Plan". The "+" in it has a more sophisticated meaning, meaning to deepen the cooperation between the two parties.
Hon Hai Group internal information shows that this time, each group is required to use annual and even monthly as the time benchmark for the procurement amount list, as well as the basis for compiling the procurement amount, and at the same time compare the results of new materials, as well as follow-up progress review and plan correction. Once there is an abnormal supply phenomenon, Guoju Group is also required to propose relevant reasons and analyze the delivery elasticity.
It is reported that After merging KEMET and Pulse, Guoju Group not only focuses on high-end specifications of 5G, automotive, industrial control, aerospace, medical and other terminal applications, but also provides one-stop shopping platform services such as SomixinDi, aeronautical and medical products in the group, including the advanced process of special semiconductor packaging and testing, Qili's new automotive inductors, magnetic materials and KEMET's aluminum electrolytic capacitors.
Hon Hai is the global electronic OEM leader, with products covering all kinds of 3C products. The annual shipment of mobile phones alone exceeds hundreds of millions, and there are also various terminal applications such as game consoles and networks. The demand for passive components is huge, especially the arrival of the 5G era, and the usage of passive components is even more than a multiple. Hon Hai's cooperation with Guoju is officially launched, which not only makes Hon Hai's passive components safe, but also finds a barrier for Guoju Group's future product outlet.
