The mobile phone industry chain company has not yet out of the situation from the deficiencies, Indian epidemic, and the fourth wave of epidemic in Vietnam will follow and come. Since May, Vietnam has a new case, according to the latest data from the Vietnamese Ministry of Health, from 6:00 May to May 28th, Vietnam has added 245 new crown pneumonia confirmed cases, of which Beijiang and Beining province The new cases were 135 cases and 52, and the current epidemic is still accelerating in the northern region of Vietnam.
Under the influence of the epidemic in India, Vietnam's epidemic murder is the first to have a impact on the local manufacturing industry, including the mobile phone industry chain enterprises, including Apple Options, have been suspended, and the global "chip shortage" haze is not scattered. There is no doubt that it will exacerbate the pressure of insufficient supply of mobile phone parts.
Vietnamese factory discontinued production: Apple / Samsung Industry Chain
Policy level, the Vietnamese government Prime Minister Fang Mingzheng issued a letter on ensuring the safety of new championships in industrial areas. The party pointed out that this round of epidemic is spread in the Beijiang provinces, the Northern Ning Industrial Zone, causing the supply chain and production chain to be severely blocked. Beijiang Province temporarily closed the province's cloud, Guangzhou, Tingzhan, Shuangxi - the Emperor's four industrial parks, including the Foxconn factory for Apple.
Due to the increase in the epidemic in the north of Vietnam, in addition to Fujikang, the newsletter, the sea energy industry, Hongteng precision, Samsung Electronics and other enterprises also closed the local factory according to the local government prevention and control requirements.
Foxconn said on the 19th that the Group's partial subsidiaries were suspended from May 18 in the Vietnamese Beijiang Region, and the other factory regions maintained the operating state. Overseas layout is precisely based on Vietnam, and the factory in Beining and Beijiang Province is also on a stop. Vietnam Beijiang Provincial official said this, I hope that the factory of the two companies can recover operations within two weeks to reduce the negative impact on the global supply chain.
On the same day, Haiyuan Industry Announcement, Vietnam Mina Can temporarily discontinued from May 18, 2021, is expected to stop production time 2 weeks, and the actual suspension time will depend on the progress of the epidemic prevention and control of Vietnam North Jiangsu Province. According to the data, Vietnamese sea can achieve $ 133 million in a quarter of the season, accounting for 31.04% of the total revenue of the season; achieving net profit of 138.743 yuan, accounting for 47.48% of the net profit of the season, visible Vietnam Sea can contribute to it More than 3% performance.
In addition, Hongteng's sophisticated announcement said that the Group is located in Yunzhong Industrial Park, Beijiang Province, is temporarily closed from May 18, and the production is suspended.
It is understood that the sophisticated and germanium produces the AirPods series products in the factory in Vietnam, where most orders in the AirPods Max products are more popular. "If it is only suspended for two weeks, the apple is not affected. If the discontinuation time is prolonged, AirPods MAX output may be significantly reduced, and Apple will also cut this year's performance." The news said. However, the factory in Vietnam did not suspend in Vietnam. The above persons may be that the Geor Share Operation line has a high degree of automation. It is necessary for workers to participate in the link, so the epidemic is limited.
In addition, there is news that Foxconn will invest $ 270 million in the northeast of Vietnam, produce MacBook and iPad, and Sony's TV and keyboard, but know that in love to reveal the micro network, Foxconn's Apple production line in Vietnam Still in construction, there is no impact on the production of related products related to Apple and Sony.
As the epidemic is more intensified, Vietnam expanded the blockade of the northern industrial park on the 25th, and the Samsung plant is located from the 25th to implement curfew and other travel restrictions. It is located in the deposit of more than 40 employees in the Beijiang City to suspend operation. Samsung has a large investment in Vietnam, and the industrial chain is more complete. It is more convenient to represent the rise of Vietnam depends on Samsung, although only some factories have been discontinued, but still impact Samsung's production capacity.
In contrast, companies in India have been affected by the epidemic, and because Vietnam's prevention and control model is similar to China, it is more controlled by India, and Vietnamese residents are also more combined with government epidemic prevention measures. "For the local factory, the degree of influence is mainly due to the time of discontinuation. If it is only suspended from the two weeks, the impact is not very big." Insiders revealed that most of the employees are produced by production lines, and they can only rest at home.
The outbreak of this Vietnamese epidemic will affect Apple related product production in the short term, but from the long run, it will not affect the gradual transfer of Apple production to India and Vietnam.
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