The trend of the global epidemic situation continues to deteriorate, and its influence on various industries is also expanding. Epidemic situation Impact In the mobile phone terminal market, several brands have revised their sales forecasts for this year several times, and may even lower this indicator again in the later period. At the same time, this wave of shocks has also brought a series of chain reactions to the brand's supply chain, such as cut orders and declining shipments.
Some manufacturers said that it was thought that the domestic epidemic had had a great impact on market demand. Now it seems that the demand due to the reduction of overseas epidemics is the most serious. Coupled with India's decision to raise the GST tax rate on mobile phones, brands may place larger orders.
With the intensification of the impact on the entire consumer electronics market, it seems that some new problems have also emerged in the supply chain.
Increasing the difficulty of importing materials
Because the epidemic is raging in many countries and regions around the world, in order to prevent mobile infections, many countries have strengthened controls on the import and export of people and goods, which has led to prolonged delivery cycles of imported materials by domestic manufacturers.
As the industry knows, the domestic mobile phone industry has a strong dependence on the import of many core components, especially high-end flagship models. Among them, parts purchased from overseas regions such as Europe, America, Japan, and South Korea are not rare. These countries are currently in the stage of high epidemic situation, so China has also maintained high-intensity control over its imports and exports.
The drastic reduction in demand for the mobile phone industry this year is quite different from the growth trend presented last year. This has also caused the already tight production capacity of many components to loosen, and even some have high inventory. It can be seen that the biggest problem for the supply chain manufacturers of high-end flagship models at this stage is not that the production capacity is tight, but that the delivery time is too long to meet the original production plan.
In response to the current material import situation of the mobile phone industry chain, a domestic first-tier manufacturer's procurement said: "Now many countries have very strict logistics controls, and everyone chooses a highly globalized logistics company such as DHL International Logistics. Under the influence of these materials, the logistics cycle of these materials has become difficult to control, so each purchaser pays close attention to imported materials and needs to follow up every day. "
Extending the material preparation cycle also leads to the extension of the entire production cycle. In order to avoid the situation of material supply chain breaks, some companies even choose to add most of the general material orders at this stage and reserve enough materials to deal with the epidemic that has not been over.
In fact, not only the component manufacturers, but the entire mobile phone industry chain under the epidemic situation. Large factories have sufficient order quantities and various resources to ensure the maximum delivery of goods. Conversely, if there is no high-quality customer system and a large number of orders, the right to speak is lost. The procurement of materials for SMEs at this time period has become more difficult.
Small and medium enterprises are more difficult
As the development of the smartphone industry continues to mature, both terminals and supply chain manufacturers are facing an increasingly obvious trend of resource concentration. The sudden outbreak has made this trend more obvious in the mobile phone industry.
Not long ago, an industry chain manufacturer disclosed: "Under the strict control of logistics in many countries, some countries even banned the export of non-epidemic materials completely, which has caused us to be tight in material reserves, with some core material reserves. The quantity can only meet the production of nearly half a month. "
Industry insiders point out that if this situation is placed in small and medium-sized manufacturers, it is because the core resources of the world are controlled by several front-line terminals. Before these companies do not have "relaxed", it is obviously very difficult for the remaining companies to get a share. . The core components required by companies such as Apple and Huawei for production are all terminal manufacturers who place orders with major global suppliers in advance, and then these terminal manufacturers are assigned to various assembly plants in their own supply chains.
Another situation is that from the perspective of large manufacturers, even for many first-tier manufacturers, in addition to a few first-tier terminal brands in the customer system, there are still some second- and third-tier brand customers. Regardless of the custom materials used in high-end flagship models, the two before and after will still overlap and use common materials in the industry. The amount of materials that the supplier can get is limited. If one of them is met, the material production of another item cannot be met.
Not only that, the above industry people also mentioned that in addition to the impact of the industry itself, this large-scale epidemic has also made some funds that intend to invest in the mobile phone industry chain more cautious. The longer the epidemic lasts, the more obvious the impact will be on SMEs. These funds are obviously more willing to invest in large enterprises than those with higher risks.
To sum up, the point of view can also show that the development of small and medium-sized enterprises has become precarious in the face of large-scale industrial impact, which has also made it urgent for these companies to optimize their products, assets, and customer structure. Although in the long run, the mobile phone industry chain still has many opportunities brought by innovation and development, the dividends brought by these opportunities are undoubtedly left to stable and high-quality enterprises.
