"Science Innovation Board Daily" reported on the 2nd that Apple issued an announcement on October 30 to recall some AirPods Pro earphones; this unexpectedly caused Luxshare Precision to get the recall of some earphones, and the production capacity was scheduled to January 2021.
As of Monday's close, Luxshare Precision's stock price rose to 56.48 yuan, with a total market value of 394.449 billion yuan. Wang Laichun, chairman of Luxshare Precision, known as the "most inspiring migrant worker", has an inseparable relationship with Hon Hai for her past development and success. Some people call her the "female version of Guo Taiming". Today, the market value of Industrial Interconnection under the "foundry king" Guo Taiming is only 261.492 billion yuan, which has been far behind by "Little Hon Hai" Luxshare.
gnawing apples wildly, "female version Guo Taiming" Wang Laichun defeated Guo Taiming?
Apple CEO Cook
Apple's iPhone 12 has been released. It was announced at the press conference that the accessories would no longer be supplied with chargers and earphones due to environmental protection reasons. It was questioned that they just wanted to increase sales of accessories to make money.
6 years ago, the iPhone 6 ushered in a wave of replacements. It is still unknown whether Apple will retaliate for orders. Apple announced its last quarter's financial report. Although revenue and profit were better than market expectations, the 20% decline in iPhone sales and the sharp drop in performance in the Chinese market also made investors worried. Even so, Apple CEO Cook is still optimistic about buying iPhone 12, and iPhone sales are expected to grow in this quarter from October to December, especially the Chinese market will return to growth. There is no doubt about
. This is a boon for suppliers including Hon Hai and Luxshare Precision. The competition for Apple's orders may become more intense.
Wang Laichun (middle) accompanied Cook to visit the Luxshare production line
In the first half of 2017, Luxshare Precision became the Apple wireless headset AirPods production plant. In December of the same year, Apple CEO Tim Cook was visiting Apple's supply chain and ecological chain cooperation As a partner, I made a special trip to visit the production line of Luxshare's AirPods factory.
At the Luxshare Precision Kunshan Factory, there are hundreds of devices in the small earphones, and every part is carefully put into the earphones, and the workers are like embroidery.
AirPods is one of Apple's most complicated products so far. The vast majority of Apple's supply chain is in China, and Luxshare Precision can become a representative supplier. In an interview, Wang Laichun, chairman of Luxshare Precision, said: I believe that sentence, "Z11z can fly with Phoenix must be Junniao. "
Hon Hai under Guo Taiming has always been an Apple product manufacturer, and It can be said to be the "flag bearer" of Apple's supply chain. Wang Laichun, a former "Foxconn migrant girl", entered Hon Hai's Foxconn Shenzhen factory at the age of 21. Starting from the most ordinary female worker on the assembly line, she went all the way to the section chief who managed thousands of people. After leaving at the age of 32, she and her brother Wang Laisheng founded Luxshare Precision in Shenzhen in 2004.
Wang Laichun, who was deeply influenced by Foxconn, followed Foxconn's earliest strategic layout, and was also regarded by outsiders as the number one practitioner of the "Guo Taiming Spirit". Apple also sees her efforts and is supported by Apple. Even though her scale is still not comparable to Hon Hai, in the Apple supply chain, Luxshare's sophisticated combat effectiveness cannot be ignored.
Hon Hai Chairman Liu Yangwei (right) and Yulon CEO Yan Chen Lilian (left)
In mid-October at the "Hon Hai Technology Day" in Sanchuang Science and Technology Park, Guo Taiming's successor, Hon Hai Chairman Liu Yangwei and Yulon CEO Yan Chen Lilian On the same stage, the two parties announced the new joint venture "Honghua Advanced Technology Company", and showed off the two strong cooperation products-MIH electric vehicle platform, targeting to become the "Android of the electric vehicle industry", and the first cooperation was produced within 2 years Electric car. It is Liu Yangwei's ambition to transform the "Foundry" Hon Hai into the "Science and Technology Hon Hai" by
. Liu Yangwei also said in his opening speech that the core competitiveness of Hon Hai, in addition to execution and efficiency, also has technological capabilities.
If the market value of Luxshare Precision exceeds that of Industrial Internet, it is easy to assert that the "female version of Guo Taiming" Wang Laichun defeated Guo Taiming, it is simply "a leaf blind to the mountain", because Guo Taiming has advanced investment power.
In the past, Wang Laichun will go to Guo Taiming’sLess business ideas and concepts are regarded as the norm. She, like Terry Gou, is unwilling to do low-end foundry, and hopes to gain more competitive advantages through innovation. In this regard, we can compare the gross and net profit margins of Luxshare Precision and Hon Hai. Correct. Unlike Guo Taiming's comprehensive layout of its affiliated companies, the two "strong women" in the domestic Apple supply chain-Luxshare Precision Wang Laichun and Lens Technology Zhou Qunfei, only account for a small part of the supply chain projects.
Zhou Qunfei, founder and chairman of Lens Technology,
under the big tree of Apple's supply chain, in addition to Guo Taiming's Honghai, there are Zhou Qunfei of Lens Technology, Wang Laichun of Luxshare Precision, and Taiwanese company Wistron. Lin Xianming, chairman of Heshuo, Tong Zixian, chairman of Catcher Technology, and Hongshu are also "good for the cool under the tree."
Specific to Apple's supply chain project, Zhou Qunfei's Lens Technology focuses on glass substrates, while Wang Laichun's Luxshare Precision focuses on connectors and wireless Bluetooth headsets. The production orders are different.
stepped back ten thousand steps, even if Wang Laichun's Lixun Precision has the ability to assemble iPhones in the future, it may wrestle with Hon Hai in the long term, but it should be Wistron and Pegatron that will be affected or affected in the short term. Therefore, some domestic media said that Wang Laichun rushed to grab Guo Taiming's Apple orders. At present, it is pure "nonsense" and pure conjecture.
From another perspective, Apple’s transfer of AirPods Pro Bluetooth headset orders to Luxshare does not mean that the partnership between Apple and Hon Hai has changed, let alone worsened. This is also Apple’s strategic layout based on diversifying the supply chain and diversifying risks. .
competitors are on the road, who will lead the way in the future, I don’t know, the road knows the horsepower!
Luxshare welcomes transfer orders, how high will Wang Laichun's wealth soar?
Chairman and General Manager of Luxshare Precision Wang Laichun
2020 Hurun Report, 53-year-old Wang Laichun is on the list with a net worth of 91 billion yuan, and her brother, 56-year-old Wang Laisheng, is also worth 91 billion yuan, Wang Laisheng, Wang Laichun The total wealth of brothers and sisters is as high as 182 billion yuan.
On the Hurun Rich List 2019, Wang Laisheng and Wang Laichun's brothers and sisters are worth 26.5 billion yuan, a total of 53 billion yuan. Compared with this year's wealth, this year's wealth has soared by 129 billion yuan. The data on the
rich list is a window of insight into wealth trends. From a certain perspective, it also represents the changes in the industry situation behind entrepreneurs. More importantly, wealth figures are also the value display of entrepreneurs' entrepreneurship and innovation.
The tide is rising, the sea and the sky are wide, and the wind is good and the sail is . Wang Laisheng and Wang Laichun brothers and sisters are also successful samples of Chaoshan people's struggle in Shenzhen. Their success was created by the times; when they are poor, they think about change, and they are forced to change their destiny and work hard. Wang Laichun was born in a poor farmhouse in Huaize Village, Lianxia Town, Chenghai District, Shantou City. She has no family background worth showing off. She started from scratch. She is also one of the successful representatives of Chaoshan people in Shenzhen entrepreneurial groups under the background of the times.
Laichun Wang, founder of Luxshare Precision
On November 2, when Laichun Wang, chairman and general manager of Luxshare Precision attended the roadshow of Luxshare Precision Convertible Bond Network, he said: "Good times are always fleeting, "In the future, we will continue Paying great attention to the market and customer needs, lay out and plan the company's short, medium and long-term development routes in advance. All Luxshare employees will continue to move forward steadily and achieve their missions, and strive to achieve the company's long-term sustainable development goals."
Someone asked: “Taiwan Weekly Today reported that the company’s business cooperation and business opportunities with Taiwan-funded manufacturers are matchmaking for major customers. Is it true? What is the background of the company’s cooperation with Wistron this time?”
Wang Laichun is also positive Responded: “We have also paid attention to the false reports of the relevant media. The company attaches great importance to the construction of its core competitiveness, and continuously improves its comprehensive capabilities in R&D technology, batch delivery, quality assurance, and talent reserves. Since its listing, the company has cooperated with many Manufacturers at home and abroad have conducted in-depth, efficient, and win-win business cooperation, and the relevant performance continues to gain high recognition from the market and partners. The business cooperation between the company and other manufacturers is based on the company’s development strategy and the needs of advance layout. Chuang’s cooperation is based on the consistency of both parties’ own wishes and goals, and is in line with the respective strategic plans of both parties.” Z2z
was also asked: “How to look at the marketSmell Foxconn enter the airpods assembly? Which terminal products are the company's sip technology mainly used in? Can it be applied to airpods? "Wang Laichun said that it is inconvenient for the company to comment on market rumors. "The company has a comprehensive layout in the application of SIP technology. "Z2z
responded to the difference between the company's overall revenue structure in the next 5-10 years and the current one," Wang Laichun said: "In the future, the company will continue to focus on manufacturing and continue to deepen its main businesses such as consumer electronics, communications, and automobiles, and adapt to market development. Related trends, give full play to their core competitive advantages, and strive to achieve long-term, stable and sustainable development of the company! "Z2z
Lixun Precision’s
AirPods Pro in the Dongguan Tiesongyuan factory is out of the package. Apple has confirmed that some of the wireless noise-cancelling headphones AirPods Pro have sound problems. Recently, it has also launched a free repair program. As one of the Apple headset suppliers, Lixun Precision, this Fan also benefited from the transfer order and obtained some transfer orders. There is no doubt that it will have a certain impact on the increase in the stock price and also boost the wealth of the Wang Laichun family.
Currently, the domestic Apple supplier responsible for assembling AirPods Pro headsets, In addition to Luxshare Precision, there are also Goertek shares and Edifiers.
Luxshare officially entered Apple's supply chain in 2011 and became a supplier of Apple headsets in 2019. It participates in the assembly of AirPods Pro and provides matching headsets. Connectors and some structural parts. Objectively speaking, in Apple's foundry landscape, Luxshare Precision has been increasing in importance in recent years. Many people believe that Luxshare, a subsidiary of Wang Laichun, may acquire Wistron's Kunshan factory. Entered into the foundry iPhone.
Luxshare's precision manufacturing bases are located at home and abroad, and domestically, they are mainly distributed in Guangdong, Jiangsu, Jiangxi, Zhejiang, Anhui, Fujian, Shanxi, Hebei, Hubei and Sichuan, and in Vietnam, India, Malaysia, Germany and other countries and regions have related layouts. Among them, the role of Kunshan base is becoming more and more obvious. In the regular version of AirPods, Luxshare Precision's share is about 60-65%, and it is already the largest supplier of Apple AirPods products. If you can take over the iPhone assembly and gnaw on Apple, Luxshare Precision's continued rapid growth will be more assured. Although Luxshare Precision's rise will have many obstacles to be overcome, Wang Laichun and her competitors will definitely be eyeing their eyes. I watched carefully, and did not dare to slack.
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