Terry Gou distress Foxconn LED lighting foundry promising no bright?

Recently, the word Foxconn repeatedly seen in the media reports, employees suffering from leukemia, iPhone 6 and other keywords around Terry Gou and his Foxconn, want to be difficult to keep a low profile. This is not, I have not yet in the time of this writing, Foxconn has an accident!

In Brazil, more than 3700 workers are on strike in the largest factory in an effort to raise wages and improve working conditions. Since September 11th, these workers have started strikes, which directly affects the iPhone 6 and iPhone Plus new machine shipments. In addition, in September 14th, the British "Daily Mail" reported that from 2010 onwards, at least 13 of the age of about 20 years after the Foxconn Shenzhen factory employees were diagnosed with leukemia after suffering from illness, of which 5 have died.

Terry Gou is not unaware of the crisis. Robot strategy, investment vehicles and the acquisition of electronic business and other initiatives, is showing its layout in the future. However, Terry Gou how to take into account the interests of shareholders and the stock market performance, coupled with a series of moves in the short term to get rid of the king of Foxconn foundries situation.

Today, Foxconn continues to undertake a variety of high-tech companies in a wave of orders from laptops to Apple phones, from digital cameras to LED lighting. So, with such a metaphor, Foxconn as a diligent cook, rely on low prices and delicious dishes, attracting a single customer constantly cooking too busy to attend to all. The customers have a good appetite, how much can he fry, the customer can eat. Today, Foxconn had to focus on serving apple, go back to the foundries track.

Foxconn chose to partner with Nichia, at below market prices to get the LED beads; subsequently, the parent company Hon Hai Group entered the advanced photoelectric amplification, 50 sets of MOCVD equipment to fill gaps in LED chip manufacturing; and in the packaging field, Foxconn in 2009 through the merger of CMO, have independent production rights in packaging, liquid crystal display, semiconductor equipment. While in the downstream areas, Pei Xin semiconductor group, responsible for the LED lamp module R & D and manufacturing and terminal sales; and belong to Foxconn Foxconn has amplified the LED department, responsible for LED street and LED street lamp heat sink assembly.

In the layout of the LED industry chain at the same time, Foxconn also gains in the foundry business. 2009, Foxconn began to PHILPS, general electric and other international lighting giant oem. According to insiders, only that year, PHILPS and GE's two largest manufacturer of LED OEM sales of more than 200 million yuan.

However, a lot of trouble Foxconn in the LED industry can stay in place or further? To be tested.

Anyone can understand that this is a problem, but also a crisis. As we see, more and more orders to Southeast Asia, even Apple's orders are streaming out from Foxconn, produced by Foxconn from 100% down to 80% by Foxconn, apple supplier decentralized strategy adjustment will undoubtedly make more clearly confirmed Terry Gou's concerns. In addition, with the gradual disappearance of China's demographic dividend, as well as the promotion of a number of production costs, OEM is clearly not a long-term business.

Not only these trouble and Terry Gou. Foxconn's succession problem in today's view, it is not easy to crack the problem. Terry Gou carefully cultivated successor is his brother after the death of Guo Taicheng, Terry Gou also said it would not let his son and nephew, niece of succession, so he is also trying to hire executives, internal training, implementation of decentralization of benefit method, so many young people taking over, just like he said, "to the group a degree, would lead to a federal or confederal system. "

However, this arrangement does not seem to completely eliminate the concerns of successors, because of weak business growth, internal management reform and other issues, it seems more and more prominent.

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