Abstract Recently, Lansi Technology is about to launch its attention on the GEM, and the mobile phone OEM industry behind it has also been drawn into the public eye. Behind everyone's envy of the girl's counterattack to become the richest woman, in fact, since the end of last year, the mobile phone OEM industry continues to touch screen, down to the whole machine foundry...
Recently, Lansi Technology is about to launch its attention on the GEM, and the mobile phone OEM industry behind it has also been drawn into the public eye. Behind the envy of the migrant girl to become the richest woman, in fact, since the end of last year, the mobile phone OEM industry has continued to close down from the touch screen to the whole machine.
What happened to the mobile phone OEM industry? "Daily Economic News" reporter learned that in the fiercely competitive market environment, China's mobile phone OEMs face multiple dilemmas such as meager profits and hidden risks in production and operation models. Many small and medium-sized foundries that rely too much on foreign markets will face a round. The brutal industry is shuffled, and the industry is cold or has arrived in advance.
If you don’t make money, someone will grab the order.
"I have used all my resources and have harmed many of my friends. It is my incompetence, I have no good factory, I am willing to gamble and lose. I lost." This is the beginning of this year, Dongguan Zhaoxin Communication Industrial Co., Ltd. (hereinafter referred to as A letter of hundreds of words from Gao Mou, the chairman of Zhaoxin Communication, has blown into the mobile phone OEM industry once again, and it has once again sounded the alarm for the mobile phone OEM industry. "It can be said that this is the most extreme thing we have encountered in the mobile phone industry research in the past few years." Industry insider Sun Yanxi told the "Daily Economic News" reporter that many companies had problems before, and the boss chose to run or file for bankruptcy. It is rare to deal with corporate crises in the extreme way of suicide.
In fact, the winter is not only a company of Zhaoxin Communications, but also in the Pearl River Delta and Suzhou, where the manufacturing industry is developed. Since December last year, the mobile phone OEM industry has experienced production stoppages and bankruptcies from upstream touch screens to complete machine OEMs. phenomenon.
On December 5 last year, Taiwan’s Shenghua Technology’s two subsidiaries in Dongguan Dongcheng and Songshan Lake – Wanshida and Liansheng Technology were discontinued. On December 9, the Suzhou subsidiary of Shenghua Technology Co., Ltd. was also discontinued. Three subsidiaries have disbanded nearly 10,000 employees, causing industry shocks.
In late December of last year, the owner of Ao Rui Rui Shi Pu Electronic Technology Co., Ltd., located in Wangniudun, Dongguan, ran a road, allegedly owing 135 million yuan in debt, which was followed by Shenghua Technology, which gave the mobile phone touch screen OEM a sound. An alarm.
On January 3 this year, Zhaoxin Communications was in trouble. "This also indicates that the mobile phone OEM industry is in a crisis of the whole industry chain, and the low-end foundries will also close down, and the reshuffle will continue." IT industry analyst Liang Zhenpeng told reporters of "Daily Economic News" Said. "A mobile phone earns 1.75 yuan, except for labor, equipment and other costs, basically did not earn. If I don't pick up, someone will pick it up after two hours." A mobile phone foundry business owner told the media. "Guangzhou Daily" once reported a case in which a mobile phone company in Shenzhen had hoped to receive an order for 400,000 mobile phone OEMs from Vietnam, but the company required a profit per mobile phone, and finally did not talk about it, and Shenzhen Another mobile phone manufacturer received the processing order at a price of 2 cents per unit.
Last year, domestic mobile phone shipments fell by 20%
In recent years, Lansi Technology has relied on Apple and Samsung [microblogging] to improve its performance year by year. However, other companies in the mobile phone OEM industry are not so lucky. “Because of the explosive growth of the smartphone market in 2013, the entire mobile phone market has misjudged the smartphone market. It is believed that 2014 will still grow faster than 2013, and the result will fall sharply, resulting in a large inventory.†Sun Yanxi told Daily Economic News reporter.
On January 13, the data released by the China Information and Communication Research Institute under the Ministry of Industry and Information Technology showed that in 2014, the cumulative shipments of China's mobile phone market were 452 million units, down 21.9% from the 579 million units in 2013. Among the 452 million mobile phones, 2G mobile phone shipments were 60.497 million units, down 64.4% year-on-year (170 million units in 2013), and 3G mobile phone shipments were 220 million units, down 46.0% year-on-year (compared to 408 million units in 2013); 4G mobile phone shipments reached 171 million units.
Under the low sales volume of mobile phones and high inventory, especially Huawei, ZTE, Coolpad, TCL and Xiaomi will burn the war to overseas. Some smart phones will cost 699 yuan or less, leaving them to the brand and mobile phone brands. The space is further compressed.
"The entire foundry industry has reached a serious two-level differentiation." Pan Jiutang, research director of Huaqiang Electronic Industry Research Institute, told the reporter of "Daily Economic News" that "the overall growth of the mobile phone market is slowing down, brand concentration is getting higher and higher, small and medium-sized The living space of mobile phone brands and cottage phones is getting smaller and smaller, which has made it more and more difficult for many foundries to produce these cottage phones. In the future, more foundries and component suppliers will stop production."
"The mobile phone market will be more concentrated, and many low-end mobile phones will die. Even some of the current brand machines such as Huawei and ZTE will only sell for six or seven hundred yuan. The exit of the cottage is historically inevitable. The factory of the factory will also be affected.†Wang Ruchen, head of Quark Media, told the Daily Economic News reporter: “When an industry enters a mature period, those who have no innovation ability, lack brand influence, and no ecosystem, only OEMs driven by price and hardware costs will be the first to go out."
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