iPhone5S and cheap version of Apple's mobile mysterious appearance Foxconn

Gou short inseparable Apple

Despite the security measures has been a "super", but about the next generation of Apple's new smart phones or more messages. "China Business" reporter learned exclusively, in Hon Hai (2317.TW, Continental commonly known as "Foxconn") Zhengzhou park since mid-July, two internal code name for the new fisker and zagato have started small batch production.

There are indications that, fisker is a cheap version of the iPhone, with plastic casing, there are 5 colors; while zagato is iPhone5S. Unlike previous iPhone is just black and white colors, iPhone5S most likely gold, silver and gray colors.

This not only broke the previous low-cost version of Apple's iPhone will fully by and large orders (4938.TW) production rumors, and also prove that, Foxconn and Apple are increasing with each other despite efforts to reduce dependence on the other side However, many years of cooperation under the other party for the strategic importance of the short term can not be changed.

Apple's "face"

2012 autumn, Samsung with more models and faster speeds than Apple's new product promotion, to become the global smart phone shipments new "leader", after that, how Apple react especially concern.

In the new generation of Apple's mobile products before the launch, the outside world can concern is that Apple and Samsung on the one hand they played the "patent war"; the other hand, Apple has accelerated the construction of more abundant supply chains pace.

The news media from Taiwan showed that the dominant CEO Tim Cook, Apple Inc. has signed a processor chip with TSMC foundry agreement, TSMC will be for Apple to produce the next generation 20-nanometer process A-series chips, the new chip will be used for Apple's 2014 products, from mass production early next year. Previously, Samsung has been Apple's main chip supplier.

TSMC started from July, using a 20-nanometer process small batches Apple A8 processor, so that by the end of production. This is the second OEM orders, LCD display, Apple accelerate out of a single vendor strategy extends big picture.

Earlier adjust the display, foundry business level, ignoring the feelings of home Foxconn, Apple has increased cooperation with and master the cheap iPhone orders handed and Master; while the LCD screen at the operational level, Apple has increased for Sharp, LG as the procurement, in order to reduce dependence on the Samsung panel.

Supply chain adjustments, Apple's product strategy has changed.

"Cheap version configuration is unknown, but iPhone5S memory increases, the processing speed to strengthen, WiFi signals strengthen, MENU key functional strengthening, using fluency strengthened, the only constant is the shape and size, but now there are gold, silver, gray three colors to choose from, there is no black and white. "Foxconn Zhengzhou park anonymity grassroots production line manager told reporters.

Another unnamed insider production line is revealed, iPhone5S new products will also support China Mobile 3G, China Unicom, China Telecom, China Mobile three Netcom eat.

Gou "bragging"

Although only Apple's new small batch production orders, but Hon Hai chairman and CEO Terry Gou can finally grow a little breath.

Hon Hai reported a 1 to April 2013, Hon Hai monthly revenue growth are negative; After many "open source" rush orders, five or two months to achieve a revenue growth of Hon Hai, the monthly revenues finally gaining a 300 billion Taiwan dollars mark, the two-month increase was 2.07%, 4.98%.

Shareholders' meeting in late June, the statement said Terry Gou, Hon Hai 2013 growth target remains 15%. That time, the outside world can not yet tell Gou emboldened where it comes from. After all, according to the Hon Hai earnings report, the first half of 2013, net revenue was only 1705837000000 Foxconn NT, compared with the same period in 2012 decreased 9.90% NT $ 1,893,203,000,000; Hon Hai shares are constantly selling and price since the end of 2012, 100 new NT fallen about 30 percent, was dropping to 70 Taiwan dollars.

And simple estimates to know, because results 1 to June next big dig "pit", to complete the annual growth target of 15% from July to December, Hon Hai complete net revenues of NT $ 2,785,367,000,000; which is better than 2012 over the same period increased by NT $ 2,012,192,000,000 premium of approximately 38.42%.

This also means that the second half of 2013, Hon Hai needs to be done monthly revenues of NT $ 464.228 billion, which is almost Foxconn's "Unbearable."

Reported in December 2012, Hon Hai has reached a monthly revenue of NT $ 360.944 billion record. Historically, the monthly revenue of over NT $ 350 billion in January, Foxconn only twice: in November 2012 and December 2009, and the amount of the ultra-small.

Of course, Gou "bragging" morale excusable. Second half of 2010, said Terry Gou, Foxconn to achieve the "three-year one million robots (47.880, -1.32, -2.68%)," but now, Foxconn production line with robots (mainly mechanical hand) is only tens of thousands of ; and even the performance hit the highest point of 2012, Hon Hai did not achieve the target of 15% annual growth, revenue growth of only 13.11%.

Recruitment rhythm

But to benefit from Apple's orders, "recovery", Foxconn Zhengzhou park has been modest progress accelerated recruitment.

Foxconn employees foregoing condition of anonymity, said the first half, due to orders not busy, plant fewer overtime hours, so most people earn a significant decline compared to 2012. The heads of Zhengzhou park about 21 million overall, are more 2012 peak of 30 million is not a small gap.

This news has been recruiting local agents intermediary confirmation, but from the sound of workers Foxconn Zhengzhou park that recruitment intensity is not large, indicating short order demand is not strong.

"Probably every 10 people can enter the proportion of 4, indicating that the recruitment of very strict." Unnamed Foxconn Zhengzhou park employee said, in order to ensure the quality of recruitment, after 18 years of age can participate in recruitment threshold has also been increased to 22 years old.

"Prior to the park gets going Zhengzhou led to the beginning of a large number of Apple products be returned, defective rate is too high; Guo CEO (refer Gou) also pain killers, continuous removal of several key executives and consolidation initiatives implemented in the park, great efforts to improve product quality. "Hai told reporters returned crisis hit Apple insider said this, Foxconn also had moderate slowdown in productivity accelerated rhythm.

Meanwhile, workers at Foxconn Zhengzhou campus wide participation forum, the "big move" when the news began to be asked repeatedly.


The so-called "big move", that is, in order demand season, Foxconn pay a single order as soon as possible, it will relax the recruitment criteria, including the "ignore" active Foxconn former employees to return to work time limits, in order to recruit a large number of short-term production line workers.

Right Gou, the greater the good news is that the original by the Hon Hai and Pegatron common assembly iPad mini 2,7 17 May there were rumors saying that he would grabbed by the Hon Hai exclusive OEM orders - orders Heshuo cheap iPhone expansion plan is not fully implemented, Apple's iPhone, offering cheap optimism, leading to adjust the supply chain.

Affected by this, July 17, and Shuo price limit, day trading volume of up to 25,600 hands, but as of 6287 is still close Bearish commission failed to deal.