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published in(发表于) 5/19/2016 6:24:32 AM
Foxconn, Apple’s iPhone price cut battle India? Domestic mobile phone laughing,

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Foxconn, Apple's iPhone price cut battle India? Domestic mobile phone stolen smiles-Foxconn, iPhone-IT information

"Actually, Foxconn, in India's largest customers are Chinese brands, not Apple, Foxconn India expansion plan, the real driving force is the Chinese brand. ”

According to India, the economic times reported recently, Foxconn, in India expansion plan has been approved to build a factory, will receive a 1200 acre site near Mumbai, to invest $ 10 billion to build a giant factory, specialized for Apple.

Foxconn said earlier in a statement: India has "big plans" by 2020 to build 10 to 12 plants, India create 1 million jobs.

Mumbai Maharashtra industries Minister, Foxconn has such movements, "mainly because of the rising cost of Chinese forces".

"I don't think so, India manufacturing cannot be a substitute for a short time in China, Foxconn's expansion was based on India the tactical maneuvers of the changes in the market, we can see that Foxconn has also continued to invest in China. "India macroeconomic Research Institute ORF reporter said Prashant Kumar, an economist of the 21st century economy.

Apple brand, China is far from bright eyes

Foxconn is currently about 50% receivable from Apple products, but due to the slowdown in global demand, Apple in 2016, second-quarter sales declined for the first time, revenues also declined for the first time in more than 10 years. Foxconn is destined to the wide-ranging effects of 2015 the fourth quarter, Foxconn's profits fell for the first time since more than three years.

In this context, Apple is pinning its hopes on the India market. On May 18, the Apple CEO has arrived in India, and India's Prime Minister met Morty. Previously, Apple also tried in India selling second-hand Apple refurbished machines.

"Actually, Foxconn in India's largest customers are Chinese brands, not Apple, Foxconn India expansion plan, the real driving force is the Chinese brand . "Prashant Kumar said.

In 2015, India smartphone sales of around 100 million, iPhone because of high prices, market share is only 2%. In India the market, Apple Phone Show brand, China is far from bright.

In India, Chinese brand cell phone market share rose from 4% a few years ago to more than 20%, especially in 2015, the market share jumped by 6% mainly depends on the online e-commerce sales.

"In 2016, India's Smartphone market will grow to 25%, current market patterns and trends will continue. "Prashant Kumar said.

February 2016, India Government policy of protective tariffs, mobile phone tariffs from 6% to 12.5% and reduced VAT to local manufacturers. This means that in India the local production and sales of mobile phones will pay less than imports from China about 12% tax. After the new tax policies, all cell phone brands have been in India established production line pace.

"OPPO cell phones and some products have been starting from Foxconn India factory production and delivery. "OPPO India public relations sector in the 21st century business Herald reporters.

"Millet by Foxconn India factory OEM, OEM Foxconn brand China a lot. "Prashant Kumar said.

In 2020 it is difficult to have 10 plants

"2020 10 plants impossible. "Cool India brand manager Wang Shuo of the 21st century business Herald said," that means that the scale of hundreds of thousands of people, huge demands on factory management and technical talents, which in India is hard, from China looking for English or Hindi language skills, it would be too difficult. ”

Hyundai also is pushing India local production, Wang Shuo of India manufactured realities of deep experience. Earlier, Hyundai in India's business is only to help India local brands do OEM, manufacturing in China, and then labelled India domestic brand sales to India. 2015, the cool transformation of independent brands, online sales, planned for 2016 in India sold 3 million, on a level with millet, Lenovo and other brands.

"Foxconn's expansion, not just its own things, need to meet a supplier. "Wang Shuo said," India supply chain system is not perfect, the production requires a large number of mobile phone accessories, and India lack technology and capacity. ”

"India's labor is cheap, domestic workers ' wages to more than 3000 Yuan now, India 1300 Yuan is enough to recruit an IT graduate . "Wang Shuo," said India attached great importance to legal protection for the poor. ”

"Foxconn does not reduce our dependence on China's investment and. "Prashant Kumar said," I noticed that recently in Zhengzhou Foxconn's manufacturing base has started massive recruitment and prepare new products for Apple. ”

"At present there is no India market erosion problems in China's production and sales in the market. "OPPO India public relations department, said," Chinese market and overseas market realities and stages of development are different. ”


富士康为苹果iPhone降价征战印度?国产手机偷笑 - 富士康,iPhone - IT资讯

“实际上,富士康在印度最大的客户应该是中国品牌,而非苹果,富士康的印度扩产计划,真正的驱动力是中国品牌。”

据印度《经济时报》近日报道,富士康在印度扩产兴建工厂的计划已获批准,将在孟买附近获得一块1200英亩的土地,投资100亿美元建设一座巨型工厂,专门为苹果代工。

富士康此前在一份声明中表示:针对印度有“重大的计划”,在2020年之前建设10到12座工厂,为印度带来100万个就业机会。

孟买所在的马哈拉施特拉邦工业部长认为,富士康之所以有如此动作,“主要是因为中国人力成本上升”

“我并不这样认为,印度制造业短时间内还不可能取代中国,富士康的扩产只是根据印度市场变化做出的战术动作,我们看到富士康在中国也还在持续投入。”印度宏观经济研究机构ORF经济学家Prashant Kumar对21世纪经济报道记者分析说。

苹果风头远没有中国品牌亮眼

富士康目前约50%的应收来自于生产苹果产品,但是由于全球需求放缓,苹果在2016年第二个季度销量首次出现下滑,营业收入也出现十多年来的首次下降。富士康注定深受影响,2015年第四季度,富士康利润出现了三年多以来首次下滑。

在这样的背景下,苹果把希望寄托在了印度市场。5月18日,苹果CEO已经抵达印度,并将与印度总理莫迪见面。此前,苹果还曾试图在印度销售二手苹果翻新机。

“实际上,富士康在印度最大的客户应该是中国品牌,而非苹果,富士康的印度扩产计划,真正的驱动力是中国品牌。”Prashant Kumar分析说。

2015年,印度智能手机销量为1亿部左右,苹果手机由于售价过高,市占率仅为2%上下。在印度市场上,苹果手机的风头远没有中国品牌亮眼。

在印度,中国品牌手机的市占率从几年前的4%上升到目前超过20%,尤其是2015年,市占率蹿升了6个百分点,主要是依赖线上电商渠道进行销售。

“2016年,印度智能手机市场还将以25%的速度增长,目前的市场格局和趋势还将延续。”Prashant Kumar分析说。

2016年2月,印度政府出台保护性关税政策,将手机进口关税从6%提升至12.5%;同时减少了对本土厂商的增值税征收。这意味着,在印度本土生产和销售的手机将比从中国进口少缴纳12%左右的税收。新的税收政策出台之后,各个手机品牌都加快了在印度建立生产线的步伐。

“OPPO手机的部分产品已经开始从富士康印度工厂生产并发货。”OPPO印度公关部门对21世纪经济报道记者证实。

小米也是通过富士康印度工厂代工生产的,富士康代工的中国品牌很多。”Prashant Kumar说。

2020年很难拥有10座工厂

“2020年10座工厂不可能做到的。”酷派印度品牌经理王硕对21世纪经济报道记者说,“那意味着几十万人的规模,需要大量有工厂管理方面和技术方面的人才,这些在印度并不好找,从中国国内找又要求英语或者印地语过硬,这就太难了。”

酷派也正在推进印度本土生产,王硕对印度制造的现实情况深有体会。此前,酷派在印度的业务仅仅是帮助印度本土品牌做代工,在中国生产,然后贴上印度本土品牌销售到印度。2015年以来,酷派转型做自主品牌,通过线上渠道进行销售,计划2016年在印度销量达到300万部,与小米、联想等品牌平起平坐。

“富士康扩产,不仅仅是它自己的事情,还需要供应商配合。”王硕说,“印度供应链体系不健全,手机生产需要众多的配件,而印度当地缺乏技术和产能。”

“印度的人工当然是便宜,现在国内工人工资要超过3000元,在印度1300元就足够招聘到一个IT专业的大学毕业生。”王硕说,“但是印度对穷人的法律保护很重视。”

“富士康并没有减少对中国的投入和依赖。”Prashant Kumar分析说,“我注意到富士康最近在郑州的生产基地已经开始大规模招工,为苹果新产品生产做准备。”

“目前不存在印度市场侵蚀中国市场生产、销售的问题。”OPPO印度公关部门说,“中国市场和海外各市场的实际情况和发展阶段都有所不同。”







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