Yuzuo LED OEM Foxconn pioneer transition ship disaster U-turn

Recently, with the iPhone6 hot, Foxconn production capacity is also stepping up, Brazil Foxconn processing workers can not help but, strikes around Foxconn.

From the chip to the package and then to the application, from the LED display to LED lighting, Foxconn in the field of LED lighting can be described as complete and precise layout. Foxconn head Terry Gou had revealed to the media, to the LED industry as a transformation of Foxconn, including the transformation from OEM to own brand, but also from the traditional electronics industry to emerging industries.

However, from the layout of Foxconn LED in the past few years, with its original set of goals there is still a long way to go, the independent brand has not been established, and the road is far more foundry......

OEM orders increasingly scarce

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. It is understood that just a year, only PHILPS and GE's two largest manufacturer of LED OEM orders, sales of more than RMB 200 million yuan.

However, the hope that the LED industry to bring the transformation of Foxconn, LED industry in the further? To be tested.

With the increasingly high cost of labor on the mainland, more and more orders for the current LED lighting, has been flowing to Southeast Asia, Foxconn's LED lighting OEM orders less and less.

PHILPS and general electric before most of the OEM orders are done by Foxconn, and now PHILPS's orders have gradually turned to other domestic LED lighting companies, Foxconn's share of the order. Foxconn is split the fate of more than stay in the lighting field, 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.

Shenzhen City Lighting Co. Ltd. General Manager Reith spectrum Yang Guoqing said, with the demographic dividend gradually disappear Chinese, and increase the number of production costs, OEM is obviously not a long business.

In addition, a few years ago, Foxconn although the generous layout of the LED industry, but compared to the past two years and Elec-Tech Sanan optoelectronics and other listed companies in action, is pale into insignificance by comparison.

The Foxconn "advantage" is increasingly obvious, mainland enterprises are growing rapidly, with automated production lines, and the establishment of industry standards, part of the mainland enterprise cost and product technology has been significantly better than Foxconn.

Industry peers said that Foxconn has been in the field of LED lighting has become a crisis, foundry advantage is not obvious. The beginning of the industry because of the giant to enter and feel terrible, but from the current situation, many companies have not Foxconn as a competitor. "

This is because the current LED lighting companies more and more, the cost is getting lower and lower, can be more and more enterprises such as PHILPS lighting OEM enterprises. For example, two years ago, Taiwan factory system technology together EPISTAR and the mainland, squeeze under Ronda, take PHILPS LED lighting orders; and domestic enterprises such as Wright lighting and other enterprises have become PHILPS LED lighting OEM factory.

There are companies, said a few years ago, LED midstream packaging technology to grasp the hands of Taiwan enterprises. However, the current domestic LED packaging technology is progressing rapidly, many companies can do for Europe and the United States, Japanese companies oem. In the context of globalization, Foxconn OEM business environment is the most difficult.

More importantly, Foxconn side in the foundry, while on the other hand, it is taking its own brand line, which also makes those lighting giant cautious.

Take the road of independent brand

In the field of LED, Foxconn is trying to take its own brand line, to create a complete LED industry chain. But this transformation is not so easy.

In the foundry road long Foxconn, is not satisfied with the "OEM factory" label, Terry Gou also hopes to achieve the transformation in a certain area, but in the field of consumer electronics, independent brands have been very much, Foxconn if you want to cut from here, almost unimaginable difficulty.

LED lighting is a new industry, but also the trend of the times, but now the industry has not yet a strong brand. For Foxconn, this is the transformation of the breakthrough".

I understand that in the production of Foxconn products, only LED products printed on the FOXCONN (Foxconn) brand label. Foxconn in PHILPS, general electric and other international lighting giant OEM, but also in the LED display, LED lighting products in the field of independent brands. And this is the only independent brand Foxconn.

Foxconn hopes to achieve the transformation and upgrading of this emerging field with the help of LED, thus the first step out of their own brand breakthrough. Yang Guoqing said.

However, despite the incomparable advantages of manufacturing costs, but Foxconn's own brand LED road is not all the way flat. From three years ago, Foxconn began to transition, until now, Foxconn's brand is not so loud.

Analysis of the industry, as a foundry, Foxconn production generally have a good foundation, but because of not operating independent brands, the lack of marketing team and channels, which has become the transformation of Foxconn fatal.

In fact, Terry Gou is also aware of their own short board, and in the channel also under the foot of the kung fu