Recently, with the iPhone 6 hot sale, Foxconn's production capacity has also tightened, and the processing workers of Foxconn in Brazil can't help it. The strike activity revolves around Foxconn.
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From chip to package to application, from LED display to LED lighting, Foxconn can be described as complete and precise in the field of LED lighting. Foxconn’s head, Guo Taiming, once revealed to the media that the LED industry should be a transformation of Foxconn. This transformation includes from OEM to independent brands, from traditional electronics to emerging industries.
However, from the past few years of Foxconn's layout of LEDs, there is still a long way to go with the goals set by it. The independent brands have not been established, and the road to foundry has gone further and further...
OEM orders are becoming scarcer
At the same time as the layout of the LED industry chain, Foxconn has also made some gains in the foundry business. In 2009, Foxconn began to OEM for international lighting giants such as Philips and General Electric. It is understood that in just one year, only the LED OEM orders of the two major manufacturers of Philips and General Electric, the sales of more than 200 million yuan.
However, Foxconn, which hopes that the LED industry will bring about transformation, can further advance in the LED industry? To be tested.
With the increasing labor costs in the mainland, more and more orders for LED lighting have already flowed to Southeast Asia, and Foxconn's LED lighting OEM orders are getting fewer and fewer.
In the past, most OEM orders from Philips and General Electric were made by Foxconn. Now, Philips' orders have gradually turned to other LED lighting companies in China, and they have shared orders from Foxconn. The fate of Foxconn's diversion is not only in the field of lighting, even Apple's orders are diverted from Foxconn, from 100% by Foxconn production to 80% by Foxconn. The strategic adjustment of Apple's decentralized suppliers will undoubtedly make Guo Taiming's concerns clearer. It was confirmed.
Yang Guoqing, general manager of Shenzhen Ruisi Spectrum Lighting Co., Ltd. admitted that with the gradual disappearance of China's demographic dividend and the increase in production costs, OEM is obviously not a long-term business.
In addition, in the past few years, Foxconn has laid out the LED industry in a big way, but compared with the actions of listed companies such as Dehao Runda and Sanan Optoelectronics in the past two years, it can be described as a small witch.
These "advantages" of Foxconn are becoming less and less obvious. Mainland enterprises are growing rapidly. With the establishment of automated production lines and industry standards, the cost and product technology of some mainland enterprises have been significantly better than Foxconn.
Industry peers said that Foxconn has formed a crisis in the field of LED lighting, and the advantages of foundry are becoming less and less obvious. “At first, the industry was scared because of the entry of this giant. However, from the current situation, many companies have not regarded Foxconn as a competitor.â€
This is because more and more LED lighting companies are currently available, and the cost is getting lower and lower. More and more companies can be found for Philips and other lighting manufacturers. For example, as early as two years ago, Taiwan's Lite-On Technology joined hands with Jingyuan Optoelectronics and the mainland's system factory to squeeze Longda and win Philips' LED lighting orders. Domestic companies such as Snowlight Lighting also became the representative of Philips LED lighting. Factory.
Some companies also said that in the past few years, LED midstream packaging technology has basically mastered the hands of Taiwanese companies. However, the current domestic LED packaging technology has made rapid progress, and many companies can do OEM work for European, American and Japanese companies. In the context of globalization, the living environment of Foxconn foundry companies is the most difficult.
More importantly, Foxconn is doing OEM work, but on the other hand is taking its own brand route, which also makes those lighting giants cautious. 
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