At the beginning of this year, the new crown epidemic broke out first in our country, which led to the suspension of production and production in all industries. However, due to the high level of prevention and treatment by the state and local governments, the epidemic situation in China has clearly improved. At present, the resumption rate of many industries in China is rapidly increasing. Among them, the resumption rate of multiple enterprises in the smartphone industry chain has reached more than 90%.
According to the time when the experts predicted the end of the epidemic, the global smartphone industry is expected to start to pick up in the second quarter, but the development situation of the overseas epidemic has become more serious recently, and this time point has been postponed again.
Comparing current domestic and foreign industries affected by the epidemic situation and the situation of overseas epidemic control, domestic manufacturers can quickly resume production or it will be more conducive to these companies to grab the order share under the situation of overall demand repair this year.
The industry chain staged "snatching orders"?
Before the domestic epidemic situation is clear, there are rumors that many terminal brands have revised their sales forecasts for the first quarter of this year, and the performance of many manufacturers in the supply chain has fluctuated accordingly. Since then, the epidemic situation at home and abroad has shown a trend of changing, and the impact on the overseas terminal market is much greater than that in the domestic market. Therefore, the industry once again heard the voice of terminal brands cutting overseas orders.
A domestic supplier revealed: "The impact of the most serious domestic epidemic on the order quantity in the first quarter is still relatively obvious, and the revised orders of brand customers under the quarter reached a maximum of 30%. The situation in overseas markets today is not optimistic, according to According to our situation, the orders cut by overseas customers in the first quarter reached nearly 3KK. "
Industry sources pointed out that since the overall demand of the domestic terminal market in the fourth quarter of last year was still showing positive development, the orders of the first-tier suppliers of the supply chain were basically very full; many companies still work overtime during the New Year, so the performance of the first quarter of this year may be There will not be too much impact. According to the current situation, the second quarter performance should reflect the impact of the epidemic on the performance of the mobile phone industry chain.
With the simultaneous decrease in domestic and foreign demand, the already fiercely competitive mobile phone industry chain has become increasingly difficult. In order to reduce the risk of declining performance this year, manufacturers have to find ways to get more orders.
Some domestic companies have proposed that as the overall demand in the global market decreases, industry competition will further intensify. At present, the primary task is to win as many orders as possible on the client side when product substitution can be achieved.
As the industry knows, besides China, many countries with dense mobile phone industry chains, such as Japan, India, Vietnam, and South Korea, are still in a state of intense confrontation with the epidemic. Relatively speaking, domestic mobile phone industry chain factories are more stable in terms of production and delivery. At this node, it is also one of the most powerful competitive conditions for domestic industry chain companies.
Conservation or Poly?
On March 30, the State Council Office held a press conference on the resumption of the manufacturing industry. Xu Kemin, director of the Industrial Policy and Regulation Department of the Ministry of Industry and Information Technology, said at the meeting that the average return rate of China's electronic information industry has reached 95%.
From the point of view of key enterprises, SMIC, BOE, Huaxing Optoelectronics and other companies have resumed work of more than 90%; Huawei has fully resumed work, and the resumption rate is stable at 90%; Foxconn's 27 major factories have resumed 810,000 people, and overall resumption The rate is 93.7%. As nearly one hundred core supporting enterprises have resumed production and production, more than 10,000 upstream and downstream small and medium-sized enterprises have resumed production and production, which has stabilized the global supply chain.
As mentioned earlier, China's outstanding performance in epidemic prevention and treatment has provided opportunities for the domestic supply chain; at the same time, it also hopes that the "domestic substitution wave" set off last year is expected to be further promoted and landed.
It is worth mentioning that China's mobile phone industry chain has obvious advantages in most hardware manufacturing and assembly, but the competitiveness of some more cutting-edge products and technologies is still relatively weak. If you want to grab orders, the most direct and effective way is Launch low-cost competition on the basis of existing products and technologies.
This also means that companies may adopt a method of small profits but quick turnover to protect this year's revenue; however, since a few years ago, the gross profit margin of most hardware products in the mobile phone industry chain has shown a downward trend year by year. Especially in recent years, except for some flagship products, even some mid-to-high-end products have very low profits.
In this context, for a large number of industrial chain enterprises, although grabbing orders to secure sales is a major problem, how to ensure product profits after snatching orders is a major challenge that these companies need to face and solve.
