Guo Taiming fell out of favor? Nearly 30% of Apple's orders were divided, foreign media: Cook "not rewarding meals"

During this period of time, Guo Taiming frequently appeared in public, because of the incident next year, Guo's face was full of pride. However, what will happen next year is still unknown, and an accurate news from Foxconn recently probably made Terry Gou sleepless.

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It turned out that there was news recently that Apple would distribute part of the orders originally belonging to Foxconn to the other two factories in the next step of capacity allocation.

In contrast, many foreign media commented: For Guo Taiming, who once threatened to give the mainland a meal, Cook also began to "not reward the meal". The two companies that are about to grab business from Guo Taiming's bowl are Pegatron and Luxshare Precision.

You know, before that, Guo Taiming could be said to be obedient to Apple. Before that, when Guo Taiming heard that Apple was going to transfer its production capacity to Southeast Asia, he immediately went to India with a large investment to build a factory.

Even, in order to meet Apple's production needs, Guo Taiming did not hesitate to dismiss the 320,000 employees of the domestic Foxconn factory.

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It can be seen that in Guo Taiming's mind, Apple's status is more important than the mainland market that has supported him all the way to become the "first brother of OEM" in China.

It is worth mentioning that Foxconn, as one of Apple's main foundries, receives more than 70% of its orders from Apple. Today, Apple's behavior of distributing production capacity to other factories not only means that Foxconn's revenue will be affected, but also shows that Foxconn's status in Apple's eyes has long since deteriorated.

According to the news, among the next iPhone 15 production orders, Pegatron OEM will get 12% of the iPhone 15Pro orders, while Luxshare Precision will get 15% of the iPhone 15Ultra orders. Added together, it is equivalent to the reduction of Foxconn's Apple orders by a quarter.

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In fact, Apple's reallocation of production capacity is also expected by everyone. After all, Foxconn was chosen as the main foundry at the beginning, only because there were not many domestic foundries at that time, and other factories could not meet Apple's production needs.

Now, with the emergence of many foundries such as Pegatron, BYD, Luxshare, etc., Apple naturally has more choices. Moreover, if the order is delivered to Foxconn for a long time, any accident will directly affect Apple's production.

Therefore, for the sake of risk reduction, it is undoubtedly a wise move to distribute Foxconn's orders. Even if Guo Taiming is unwilling in his heart, he can only "grit his teeth and swallow in his stomach."

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In addition, affected by changes in the domestic market in the past two years, the sales of electronic products have been relatively sluggish. But in the final analysis, it is because the low-end manufacturing industry engaged in by Foxconn has been unable to keep up with the development of the domestic economy.

In the past two years, with the continuous increase of my country's scientific research investment and the return of a large number of overseas talents, high-tech breakthroughs have been made one after another, and it has gradually replaced low-end manufacturing and has become a new trend of development.

For example, the domestic bio-aging manufacturing field was just emerging, although some good foreign technologies entered. For example, in a number of overseas scientific researches, "Wright Weijian" substances have demonstrated the ability to "slow down physiological processes and age the body".

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However, although such cutting-edge technology has performed well in "maintaining the body's youthful appearance", it has also won the favor of a group of net worth people through channels such as Yidong and Tmall. However, due to technical limitations, the threshold for using the "Wright Weijian" category remains high, and once reached a high price of 20,000 per gram.

It wasn't until later, under the continuous cultivation of domestic enterprises, that the domestic production of "Wright Weijian" slow aging products was realized, and the threshold for its use was lowered to four digits. Only then did such cutting-edge technologies enter the homes of ordinary people. , it can be seen that the development of science and technology can often promote the emergence of a new outlet.

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And having said that, based on what Guo Taiming has done these years, if I were Cook, I would never let domestic Apple orders fall into his hands alone.

Not only that, Guo Taiming always exudes a sense of self-confidence, which can be seen from his brazen statement that "the establishment of the factory is to reward the mainland".

In fact, everyone also understands that the nature of businessmen is to seek profit. Therefore, it is still understandable for Guo Taiming to choose to transfer the production line in order to cooperate with Apple's production. However, Guo Taiming's mistake is that he lacks an entrepreneur's sense of social responsibility.

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It can be said that without the mainland market, Guo Taiming would not be where he is today. However, Guo Taiming chose to "repay virtue with complaints" in the face of the mainland market. This behavior undoubtedly pushed Foxconn into an embarrassing situation with his own hands.

If Guo Taiming continues to be stubborn like this, it may not take long for Foxconn to disappear in the process of the market.

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Origin blog.csdn.net/AUZ3y0GqMa/article/details/130675871