富士康发声:印度生产iPhone的良率不可能只有50%!中印两地继续扩产

科技   2024-08-24 19:58   越南  

——做专业的科技财经媒体!




针对网传“印度iPhone制造良率偏低”的消息,鸿海(2317.TW)董事长刘扬伟先生通过媒体回应表示:很多说法都不是真的。

 

撰文:李星

针对网传印度iPhone制造良率偏低的消息,鸿海(2317.TW)董事长刘扬伟先生通过媒体回应表示:很多说法都不是真的。

近日刚从印度访问回来的鸿海董事长刘扬伟先生接受了媒体的采访,针对“富士康回到河南”的说法,刘扬伟表示,产品线有高低周期,低期时人少一些,但鸿海在河南最多时是40多万人。

“我们一直没有离开河南,河南是我们在中国大陆最大厂区,这个过程中,过去时间,有很多相关人士,‘要黑富士康’,这不是事实,鸿海在河南最多时是40多万人,那么大厂区怎么可能说撤就撤但是产品线有高低周期,在低期时,当然人不多,有些人晚上去看厂区附近,说他们生意不好,为何不看白天?鸿海没有要撤离河南。”

富士康在河南省郑州市共有航空港厂区、经开厂区、白沙镇厂区三大厂区,其中最大的航空港厂区主要生产智能手机。按照生产规律,每年的9月至12月是富士康的生产旺季,从5-6月开始,富士康陆续招工,7-8月,各地的富士康开始大量招募派遣工。

这一段时间,网上密集的说印度制造iPhone15时,良率太低,甚至只有50%左右,同时还有卫生管理不达标,大肠杆菌超标,用户抵制,所以苹果订单现在都回流中国了。刘扬伟先生表示,“印度制造与中国大陆制造的没有什么差别,若是(良率)只有50%,我早就撤了;我不撤,客户都叫我撤了”。

刘扬伟先生前不久访问了印度,并和印度总理莫迪先生进行了会谈,商量未来投资印度的具体事宜。刘扬伟先生在8月17日接受印度媒体采访时表示,富士康迄今已在印度投资超100亿美元(约合720亿元人民币),并计划在明年加大投资。“在访问了印度这么多邦之后,我感到印度正在崛起。富士康希望成为其中的一部分,我们将与印度共同成长。”

富士康目前在印度拥有约5万名员工,根据苹果、鸿海、莫迪政府三方的规划,印度希望富士康在印度的各个邦都能建立一到两座工厂,拉通约60条苹果产品的生产线,招聘员工总数量达到30万人,实现苹果手机和其它产品,至少有30%的比例生产由印度来完成。

今年富士康除了继续加大苹果普通版本手机、耳机、平板的产能扩张外,还应苹果的要求在印度各拉通一条iPhoneMax和Pro版本的高端机型生产线,实现苹果iPhone手机全部能在印度生产的目标。

印度莫迪政府上台后,打出了“印度制造”的明牌来吸引全球关注。2020年3月,印度推出“生产挂钩激励计划”(PLI),挑选重点行业集中打造,首期聚焦手机制造、电子零部件和制造业。

苹果近几年一直在推动印度手机制造,从2018年开始到现在,把印度制造的份额提升了一倍,从当初的7%不到,提升到2023年底的15%左右,也极大提升了印度手机制造在全球市场的地位,让印度成为全球第二大手机制造基地。印度也从原来从全球市场进口20亿美金的手机,上升到2023年向全球市场出口超110亿美金。

近期印度工业联合会(CII)提交给印度政府的一份报告中显示,为了完成印度实现5000亿美元(约合人民币3.63万亿)的电子制造业产值目标,建议印度政府为选定的零部件和子组件提供6-8%的财政支持,财政支持将延长6至8年,以确保有足够的时间扩大规模和提高附加值。

同时在SPECS2.0(电子元器件及半导体制造的推动计划)能推出25%至40%的现金补贴支持,包括棕地和绿地类别的潜在投资者,新政策应采用梯度方式,支持补贴金额越高越好。

印度虽然持续在推动吸引外国资的电子制造业投资,富士康也积极响应了苹果和莫迪政府的号召持续投资印度,但并不意味着富士康会轻易离开中国。


2023年2月至4月,刘扬伟先生曾在短短60多天时间里三访河南,承诺要“在河南再造一个‘新富士康’”。2023年4月25日,富士康新事业总部在郑州揭牌,富士康方面宣布,将实施“3+3”战略,把郑州基地打造成富士康全球创新和产业布局的核心基地和重要标杆。

根据“河南发布”消息,7月22日,河南省政府与富士康在郑州签署战略合作协议。根据协议,河南省政府支持富士康在郑州建设富士康新事业总部。项目一期选址位于郑东新区,建筑面积约7万平方米,总投资约10亿元。

同时,围绕“3+3”战略的落地实施,富士康近期还将在郑州航空港经济综合实验区布局电动车试制中心、固态电池等项目。7月23日,富士康新能源汽车试制中心已在郑州航空港区举行了开工仪式。

有消息称,目前是全球电子消费品的生产制造订单高峰期,为了应对旺季需求,平衡各方的产能分配,刘扬伟先生在访问完河南、印度之后,还将迅速重返中国大陆,对各大关键园区的工作进度,进行实地考察与调整。

Foxconn voiced: The yield rate of iPhone production in India cannot be only 50%! China and India continue to expand production

Editor: Lucien

In response to the news that "India's iPhone manufacturing yield is low", Hon Hai (2317. TW) Chairman Mr. Liu Yangwei responded through the media: Many statements are not true.

Recently, Mr. Liu Yangwei, chairman of Hon Hai, who just returned from a visit to India, was interviewed by the media, in response to the statement that "Foxconn returned to Henan", Liu Yangwei said that the product line has a high and low cycle, and there are fewer people in the low period, but Hon Hai is more than 400,000 people at the most in Henan.

"We have not left Henan, Henan is our largest factory in Chinese mainland, in this process, in the past, there are many relevant people, 'want black Foxconn', this is not a fact, Hon Hai in Henan at most is more than 400,000 people, so how can the big factory say withdraw?" But the product line has a high and low cycle, in the low period, of course, there are not many people, some people go to the factory near the factory at night, saying that their business is not good, why not look at the day? Hon Hai did not want to evacuate Henan. ”

Foxconn has three major factories in Zhengzhou City, Henan Province, including the Airport Plant, the Economic Development Plant, and the Baisha Town Plant, of which the largest airport plant mainly produces smartphones. According to the law of production, September to December is the peak season of Foxconn's production, from May to June, Foxconn has been recruiting, and from July to August, Foxconn around the country began to recruit a large number of dispatched workers.

During this period of time, the Internet intensively said that when India made the iPhone 15, the yield rate was too low, even only about 50%, and at the same time, there were health management standards, E. coli exceeded the standard, and users resisted, so Apple's orders are now returning to China. Mr. Liu Yangwei said, "There is no difference between what is made in India and what is made in Chinese mainland, if (the yield) is only 50%, I would have withdrawn a long time ago; I didn't withdraw, and the customers told me to withdraw."

Mr. Liu Yangwei recently visited India and held talks with India Prime Minister Mr. Modi to discuss specific matters for future investment in India. In an interview with India media on August 17, Mr. Liu Yangwei said that Foxconn has invested more than 10 billion US dollars (about 72 billion yuan) in India so far and plans to increase investment next year. "After visiting so many states in India, I feel that India is on the rise. Foxconn wants to be a part of it, and we will grow together with India. ”

Foxconn currently has about 50,000 employees in India, according to the plan of Apple, Hon Hai and Modi government, India hopes that Foxconn can build one or two factories in each state of India, pull through about 60 production lines of Apple products, recruit a total of 300,000 employees, and realize that at least 30% of the production of Apple mobile phones and other products is completed by India.

This year, in addition to continuing to increase the production capacity expansion of Apple's ordinary version of mobile phones, headphones and tablets, Foxconn also pulled a production line of high-end models of iPhone Max and P ro versions in India at Apple's requestto achieve the goal of all Apple iPhones being produced in India.

After the Modi government of India came to power, it played the "Made in India" card to attract global attention. In March 2020, India launched the "Production Linked Incentive Scheme" (PLI) to select key industries to focus on construction, with the first phase focusing on mobile phone manufacturing, electronic components and manufacturing.

Apple has been promoting India's mobile phone manufacturing in recent years, and from 2018 to the present, it has doubled the share of India manufacturing, from less than 7% at the beginning to about 15% by the end of 2023, which has also greatly enhanced the status of India's mobile phone manufacturing in the global market, making India the world's second largest mobile phone manufacturing base. India has also increased from importing $2 billion of mobile phones from the global market to exporting more than $11 billion to the global market in 2023.

According to a recent report submitted by the Confederation of India Industry (CII) to the India government, in order to achieve India's goal of achieving 500 billion US dollars (about 3.63 trillion yuan) of electronic manufacturing output value, it is recommended that the India government provide 6-8% financial support for selected components and sub-assemblies, and the financial support will be extended for 6 to 8 years to ensure sufficient time to scale up and increase added value.

At the same time, 25% to 40% cash subsidy support can be introduced in SPECS2.0 (promotion plan for electronic components and semiconductor manufacturing), including potential investors in brownfield and greenfield categories, and the new policy should adopt a gradient approach, with the higher the amount of support subsidies, the better.

Although India continues to promote foreign investment in electronics manufacturing, and Foxconn has actively responded to the call of the Apple and Modi governments to continue to invest in India, it does not mean that Foxconn will easily leave China.

From February to April 2023, Mr. Liu Yangwei visited Henan three times in just over 60 days, promising to "build a 'new Foxconn' in Henan". On April 25, 2023, Foxconn's new business headquarters was unveiled in Zhengzhou, and Foxconn announced that it would implement the "3+3" strategy to build the Zhengzhou base into a core base and an important benchmark for Foxconn's global innovation and industrial layout.

According to the "Henan Release", on July 22, the Henan Provincial Government and Foxconn signed a strategic cooperation agreement in Zhengzhou. According to the agreement, the Henan provincial government supports Foxconn to build a new Foxconn business headquarters in Zhengzhou. The first phase of the project is located in Zhengdong New District, with a construction area of about 70,000 square meters and a total investment of about 1 billion yuan.

At the same time, focusing on the implementation of the "3+3" strategy, Foxconn will also lay out electric vehicle trial production centers, solid-state batteries and other projects in the Zhengzhou Airport Economic Comprehensive Experimental Zone in the near future. On July 23, Foxconn's new energy vehicle trial production center has held a groundbreaking ceremony in Zhengzhou Airport Area.

It is reported that in order to cope with the peak season demand and balance the capacity allocation of all parties, Mr. Liu Yangwei will quickly return to Chinese mainland after visiting Henan and India to conduct on-site inspections and adjustments to the work progress of major key parks.

最新采购需求信息更新……

参会嘉宾名单信息更新……

 

旭日大数据团队长期服务超过全球10000家高新科技电子行业企业客户,在长期建设中国制造业供应链服务体系过程中积累了大量的行业资源,不仅对电子制造业企业的采购需求有着深刻理解,还与全球大量企业建立了系统对接,能够帮助供应商快速适应企业的服务要求,切入企业供应链。

旭日大数据
旭日大数据主要关注智能手机、半导体全产业链,深耕手机产业媒体宣传十多年。旭日大数据将聚焦A股手机、半导体、汽车产业链上市企业,从上游材料、设备等核心领域贯穿到下游市场终端应用,深度解读市场发展趋势以及企业发展动态!
 最新文章