Foxconn Gou Ming: Tshaj ntawd LGD, Samsung yog lub Hom Phiaj Tshaj Lij
May 16, 2018
Txij thaum "Zhongxing Incident," Terry Gou tau nthuav tawm ntau yam "loj tsiv." Ua ntej, nws nyuam qhuav yuav ib lub tuam txhab Micro LED pom tshuab thiab xav kom "nqa dua" ntawm OLED. Nyob rau hauv cov qauv siv yav tom ntej, nws tuaj yeem koom nrog Samsung Electronics thiab LGD. Qhov no ambition yog paub zoo.
Gou yeej ib txwm saib Samsung raws li ib tug neeg sib tw, thiab tam sim no nws tau tso lwm txoj haujlwm pabcuam hauv LCD ua haujlwm thiab cov kev lag luam nyob rau hauv semiconductor. Qhov no qhia tau hais tias lub tuam txhab kawm tau tias Samsung yuav txuas ntxiv mus nthuav nws cov lag luam kev lag luam thiab sim ua kom tau ntau cov txiaj ntsig zoo dua. Nyob rau hauv lub cheeb tsam vaj huam sib luag, Apple yog Samsung tus loj tshaj plaws. Tom qab Apple tau qhia txog lub vaj huam sib luag OLED rau cov thawj thawj zaug hauv iPhone, Samsung lub peev xwm thiab kev ua haujlwm tau zoo nyob rau hauv qhov kev lag luam me me thiab nruab nrab OLED qhov chaw ua haujlwm tau los ua tus OLED panel tus tswv cuab nkaus xwb rau Apple's iPhone. Kua Yuav Tau Txais Cov Ntawv Panels OLED ntawm cov nqi siab.
Nyob rau hauv sib piv, Foxconn yuav tsum tau raug kev txom nyem siab kom txo OEM cov nqi thaum nws yog OEMing iPhones rau Kua, uas kuj yog vim li cas rau stimulate Terry Gou lub siab xav nthuav nws ua lag luam saw. Tom qab dhau los ua tus thawj hauv OEM, Gou tseem vam tias Foxconn yuav dhau los ua "vertically integrated" lub tuam txhab nrog cov paj zoo dua, xws li Samsung, thiab nws tswj txhua yam ntawm qhov chaw ntawm cov khoom tsim thiab qib kev txhawb.
Foxconn twb yog tus tswv thiab qhov chaw OEMs. Yog nws nkag mus rau hauv qhov chaw lag luam dua, nws yuav tsim kom muaj kev lag luam ntau ntxiv, yog li ntawd lub tuam txhab yuav ua kom tau nyiaj ntau dua thiab khwv tau nyiaj thaum nws los txog rau Apple's foundry. Cov kev txuas ntawm kev lag luam no tseem tuaj yeem pab txhawb kev lag luam, uas yog kev ua haujlwm ntawm Samsung. Paub tias nws paub li cas nws yuav ua, nws paub zoo tias yog nws xav tau tshaj nws tus nrog sib ntaus, nws yuav tsum xub nkag siab txog nws, "imitation nws," thiab thaum kawg defeat nws.
Nyob rau hauv xyoo tas los, Foxconn Group tau sim ua lag luam cov kev lag luam thiab muaj kev hloov ntau yam. Txawm li cas los xij, tsis muaj kev lag luam uas yuav hloov Foxconn lub cim "tiam Hoobkas". Nyob rau hauv lub qhov muag ntawm cov neeg nyob rau hauv lub lag luam, Foxconn sim los nrhiav daim ntawv teev cov A-shares, ntxiv rau kev xav txog nyiaj txiag, kuj yog ib lub kaus mom uas xav kom tshem tawm Foxconn lub "foundry". Los ntawm Foxconn A Shares prospectus, peb tuaj yeem pom tias lub tuam txhab ua haujlwm zoo muaj zog thiab nws cov kev ua haujlwm ruaj khov, tabsis nws kuj tseem pom cov txiaj ntsig zoo ntawm cov koomhaum loj tshaj plaws thiab kev sib sib zog nqus ntawm Apple thiab lwm cov tuam txhab.
Gou Ting-ming tau qhia tias yav dhau los tsib xyoos, Foxconn tau hloov nws tus kheej mus rau hauv ib qho kev lag luam tsim ntsej muag rau kev lag luam hauv Internet. Lub sijhawm no, huab xwm, mobile ntaub ntawv, Internet cov khoom, cov ntaub ntawv loj, kev txawj ntse, kev sib txuas lus, thiab kev siv tshuab ua haujlwm nrog rau kev ua haujlwm hauv Internet. "Foxconn yog qhov teeb meem loj tshaj yog tias tsis muaj hom lag luam tshwj xeeb tshaj plaws." Txawm tias muaj kev pab txhawb tam sim no, Sharp lub ntsiab lus tseem ceeb tshaj plaws nyob rau hauv TV. Nws zoo nkaus li yog tias koj xav kom dhau koj tus yeeb ncuab Samsung, Foxconn muaj txoj kev mus ntev ntev. Yuav mus.
