Jiewei.com News Recently, the news that Luxshare Precision and Chery Holdings cooperated with to comprehensively strengthen the company's strategic layout of automobile business has attracted widespread attention from the industry. Just a few months ago, Hon Hai also announced its entry into the electric vehicle field. Apple supply chain two important OEM factories have successively entered the field of electric vehicle manufacturing, and the intention of transformation is very obvious.
As we all know, Apple has built the most efficient supply chain in the world, but it has also caused the cooperative suppliers to complain. Some media quoted people familiar with the matter as saying that once Apple helps suppliers establish new production lines, this production line will be divided into Apple separately and cannot be used to produce products from other manufacturers. At the same time, the ownership of the equipment and software belongs to Apple, and even the inventory of assets must be handed over to Apple's dedicated person.
In addition, Apple will arrange internal personnel to settle in the OEM factory to be responsible for the related processes such as plan formulation, production guidance, quality inspection, etc. Even personnel appointments and removals originally belonged to OEM factories must be approved by Apple personnel.
At the same time, the profits of helping Apple produce are not as good as before. Taking Luxshare Precision as an example, its revenue in the third quarter of 2021 was 32.887 billion yuan, a year-on-year increase of 42.42%, while its net profit fell by 25.28% to 1.6 billion yuan during the same period. This sounded a wake-up call for Apple's supply chain companies, and the risk of relying on a single customer is huge.
business diversification has become a choice that Apple's supply chain has to make. Not only Hon Hai and Luxshare Precision, many Apple supply chain companies have more or less begun to develop new businesses in recent years. For example, Sunny Optics has invested in automotive-related products in 2021.
However, many suppliers have chosen to transform the electric vehicle field, which is inevitably speculation. Are these companies building cars to get rid of "Apple dependence" or prepare for Apple Car?
, which just announced its cooperation with Chery , said that it is not about building a complete vehicle, but rather cooperates with Chery to develop the "ODM" model of the complete vehicle. As for ODM's business model of car manufacturing, the customer can also be Apple, and may assist in the manufacture of Apple electric car in the future.
Why Luxshare Precision’s intentions are still to be verified. However, it is certain that even if you are preparing for OEM Apple’s electric vehicles, suppliers will definitely not want to be controlled by Apple as before.
(Proofreading/Jouvet)
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