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——做专业的科技财经媒体！![]()
义安立讯产线员工（越南媒体）
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近日越南媒体报道称，越南立讯精密扩建的Apple Watch新工工厂，近日正式开始生产出货，生产方为立讯精密（义安）有限公司（以下简称义安立讯）。据国内网友发布的收货信息也显示，2024年越南制造的Apple Watch已经销往中国市场。![]()
2023年，立讯精密集团决定扩大VSIP义安工业园义安立讯的二期投资，规模较一期扩大3倍。义安立讯在2022 年 10 月获得了该项目的投资证书，并于去年 8 月底获得了最新（第二份）调整证书，总投资 1.5 亿美元（约11亿人民币），项目位于义安VSIP工业园区内，占地 36.2 公顷。此前编制的项目报告内容显示，义安立讯项目计划于2023年12月至2024年9月建设工厂，2024年6月至2025年2月安装设备并试运行，目前处于小批量试产阶段，2025年3月将全面投入运营。![]()
项目预计将提供2.2万个工作岗位。该项目设计年产能为1.088亿件，包括电子元器件7400万件、耳机套1200万件、家用电子产品40万件（扫地机器人）、电信产品190万件（摄像头、无线路由器）、手表620万只、家用电子产品23万件（门铃）、耳机1200万副、电脑1200万台。其中602万只手表中，包括了苹果Apple Watch和华为手表订单。苹果从2020年开始在越南生产无线耳机AirPods和iPad平板电脑，同时要求供应商在越南建立Apple Watch和Mac笔记本电脑的生产线。虽然由于疫情原因进度有所推迟，但立讯和富士康还是在2022年就开始小批量生产Apple Watch和Mac笔记本电脑，并正式获得了苹果的出货批准。此前苹果的产品主要大部分在中国内地组装出货，所以部分结构设计与结构件完全由中国内地厂商自由发挥，虽然加快了苹果的产品迭代速度，但也让苹果在中国内地的供应链越拉越长，进入苹果供应链的企业也越来越多，同时苹果的产品组装与维修难度也越来越高。但从2018年开始，中国内地在全球贸易环境发生变化，部分销往欧美地区的产品无法享受到与其它自贸经济区域的优惠关税，加上疫情的导致的供应链停摆，苹果不得不对大部分产品进行了重新整理，其中最重要的一条，就是对结构设计进行优化，尽量把关键技术与工艺进行重度集成，封装在几个大的模块里面，如主板模块、摄像头光学模块、电池与机壳模块等，降低生产难度的同时，也让成品组装变得更容，在提高生产效率的同时，也降低了后续产品的维修难度。苹果的策略无疑取得了较大的成功，不管是印度生产的iPhone手机，还是越南生产的无线耳机AirPods和iPad平板电脑，都迅速在生产速度和生产品质上追平了原来中国内地工厂的水准。苹果此前对供应链企业表示，希望到2025年大约20%的iPad和Apple Watch ，加上5%的MacBook和65%的AirPods将在越南生产。今年以来，东南亚在全球贸易中的份额增长十分迅速，新加坡、马来西亚、印度和越南等其他国家的出口都在强劲增长，而越南的制造业增长高达11.4%。随着全球政治与地缘冲突的不确定性，世贸组织近日也强调了所谓的“互联国家”在全球贸易和供应链中日益扩大的重要性，特别是墨西哥和越南，其次是印度。深圳旭日大数据长期服务全球的电子制造业企业，曾推动过中国电子制造业五次产业转移。旭日大数据发现在这迁往越南的第五次产业转移，与前几次的产业转移有着巨大的不同，越南市场甚至整个东盟市场的独立性与特殊性，注定了投资越南和东盟制造业，机会更大、回报更高的同时，也要付出更多的资本与更大的努力。近期越南政府总理范明政刚签发了关于颁布越南半导体产业发展战略（近期至2030年和远期展望至2050年）的第1018号决定（1018/QĐ-TTg）。其中第一阶段（2024年-2030年）：利用地缘优势、半导体产业人力资源优势，有选择地吸引外商直接投资（FDI），发展成为全球半导体人力资源中心之一，形成半导体产业从研究、设计、生产、封装和测试等各阶段的基础能力。目标为选择性吸引FDI投资，组建至少100家设计企业、1家小型半导体芯片制造工厂和10家半导体产品封装测试工厂；，开发多个行业的专用半导体产品；越南半导体产业年均收入达250亿美元以上，增加值达到10-15%，电子产业年均收入达2250亿美元以上，增加值达到10-15%；越南半导体产业人力资源规模达到5万名工程师和大学毕业生以上，结构和数量适当，满足发展需求。为了推动越南半导体产业发展，同时为中资、台资企业进入越南市场提供舞台，旭日大数据、越南智造在众多半导体封测产业链厂商的建议下，与越南政商界一起，于2024年10月31日-11月02日，在越南胡志明SECC国际会展中心举办SEMICON VIETNAM 2024（2024越南国际集成电路及半导体产业展览会）Vietnam Int'l Exhibition For Integrated Circuit And Semiconductor Industry。这是全球半导体产业界首次在越南举办大型半导体专业展，以产业转移浪潮对标越南全球性供应链、越南半导体及电路板发展商机衔接展、半导体供应链出海推广营销展贸平台、中越两国半导体及电路板外贸撮合、后十年越南电子业国家重点贸促活动为目标，给全球半导体企业进入越南市场提供最新的投资越南资讯，打造的专业展会、商贸、论坛服务平台。(一)预设规模
150+参展商、250+展位、10000+专业观众、6+国家参展、10+越南交易团；
(二)同期活动计划
◆ 越南半导体与集成电路产业发展国际合作论坛
◆ 越南半导体与集成电路供应链国际协作研讨会
◆ 半导体与集成电路新技术越南应用商机推介会
◆ 越南国际光电、激光及显示触控技术展览会
.......
(三)配套活动计划
◆ 越南半导体与集成电路国际合作发展高峰论坛
→产业发展现状市场空间
→产业上下游供应链结构
→技术应用水平市场嗜好
→技术市场准入投贸壁垒
→供应链国际融合发展潜力
◆ 定时定量邀约越南买家1:1贸易对接活动
→海选精准越南潜在买家,匹配邀约面洽交易
→展会现场1:1贸易速配,供需双方匹配洽谈
→定制式采购对接会、特约买家面洽私享会
→单一展商量身定制越南渠道商全方案服务
◆ 可定制实地考察、拜会接洽、市场体验
→考察当地厂商技术应用及产销品类结构
→当地半导体制造业生产与营销体系摸底
→考察当地电子产业园区供应链配套商情
→定制开展系列个性化上门接洽预约安排
◆ 本展会立足于越南电子制造业外贸中心基地，紧扣越南工业4.0发展国家战略推动力，专注于打造成为越南半导体与集成电路产业高新技术电子供应链定制与采购综合服务平台及产品、技术材料、元器件、生产设备等产业供应链全方位配套的供需商机高效衔接展会项目。
组织机构
支持指导：越南工贸部、越南科技部、越南胡志明市人民委员会
协办单位：越南科学院技术应用中心、越南百科大学、越南光中软件园、韩国光学工业发展协会、深圳市高科技企业协同创新促进会、旭日大数据
主办单位：越南胡志明市工贸厅、越南胡志明市高新技术开发区管委会
承办执行：越南胡志明市工业配套促进中心、胡志明市半导体产业协会、越南电子与电路板半导体培训中心、越南全球展业股份公司、 越南光线世界有限公司、越南骆驼会展贸促有限公司
支持媒体
越南电视台、胡志明市电视台、越南工商论坛报、越南投资报、越南经济时报、越南电子自动化杂志、越南电子工艺杂志、越南电路板与电子系统杂志、越南电子技术杂志、越南百科大学电子计算机杂志、越南电子通讯技术杂志、越南智造、越南主流网媒（VnExpress、24h、Thanh Nien、Vietnamnet、Dan Tri，Bao Moi...）及各社交媒介。![]()
机不可失
赶紧报名吧！！！
2024越南国际集成电路及半导体产业展览会
The new factory of Nghe An Luxshare in Viet Nam began production of Apple Apple Watch
Editor: Lucien
Recently, Viet Nam media reported that the new Apple Watch factory expanded by Viet Nam Luxshare Precision recently officially began production and shipment, and the manufacturer is Luxshare Precision (Nghe An) Co., Ltd. (hereinafter referred to as Nghe An Luxshare). According to the receipt information released by domestic netizens, Apple Watch made in Viet Nam has been sold to the Chinese market in 2024.
In 2023, Luxshare Precision Group decided to expand the second phase of the investment in Nghe An Luxshare in VSIP Nghe An Industrial Park, which is 3 times larger than the first phase. Ngee An Luxshare obtained the investment certificate for the project in October 2022 and the latest (second) adjustment certificate at the end of August last year, with a total investment of US$150 million (about 1.1 billion RMB), and the project is located in the Nghe An VSIP Industrial Park, covering an area of 36.2 hectares.According to the previously prepared project report, the project plans to build a factory from December 2023 to September 2024, install equipment and put into trial operation from June 2024 to February 2025, and is currently in the stage of small batch trial production, and will be fully operational in March 2025.The project is expected to provide 220,000 jobs. The project has a designed annual production capacity of 108.8 million pieces, including 74 million electronic components, 12 million earphone covers, 400,000 household electronic products (sweeping robots), 1.9 million telecommunications products (cameras, wireless routers), 6.2 million watches, 230,000 household electronic products (doorbells), 12 million earphones, and 12 million computers. Among the 6.02 million watches, Apple Apple Watch and Huawei Watch orders are included.Apple began producing wireless headphones AirPods and iPad tablets in Viet Nam in 2020, while requiring suppliers to set up production lines for Apple Watches and Mac laptops in Viet Nam. Although the progress has been delayed due to the epidemic, Luxshare and Foxconn still began to produce Apple Watch and Mac laptops in small batches in 2022 and officially obtained Apple's shipment approval.Previously, most of Apple's products were mainly assembled and shipped in Chinese mainland, so some structural designs and structural parts were completely freely played by Chinese mainland manufacturers, although it accelerated Apple's product iteration speed, but also made Apple's supply chain in Chinese mainland longer and longer, more and more enterprises entered Apple's supply chain, and Apple's product assembly and maintenance were becoming more and more difficult.However, since 2018, Chinese mainland's global trade environment has changed, some products sold to Europe and the United States cannot enjoy preferential tariffs with other free trade economic zones, coupled with the supply chain shutdown caused by the epidemic, Apple has to reorganize most of its products, the most important of which is to optimize the structural design, try to integrate key technologies and processes as much as possible, and encapsulate them in several large modules, such as motherboard modules, camera optical modules, battery and chassis modules, etc. While reducing the difficulty of production, it also makes the assembly of finished products more tolerant, which not only improves production efficiency, but also reduces the difficulty of maintenance of subsequent products.Apple's strategy has undoubtedly achieved great success, whether it is iPhones produced in India, or wireless headphones AirPods and iPad tablets produced in Viet Nam, they have quickly caught up with the level of original Chinese mainland factories in terms of production speed and production quality.Apple previously told supply chain companies that it hopes that by 2025, about 20% of iPads and Apple Watches, plus 5% of MacBooks and 65% of AirPods, will be produced in Viet Nam.Southeast Asia's share of global trade has grown rapidly so far this year, with other countries such as Singapore, Malaysia, India and Viet Nam all seeing strong export growth, while Viet Nam's manufacturing sector grew by 11.4%. With the uncertainty of global political and geopolitical conflicts, the WTO has recently highlighted the growing importance of so-called "connected countries" in global trade and supply chains, especially Mexico and Viet Nam, and to a lesser extent India. ![]()
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