As of Monday's close, Luxshare's share price rose to 56.48 yuan, with a total market value of 394.449 billion yuan. Wang Laichun, the chairman of Luxshare, known as "the most inspirational woman in the workplace", has a close relationship with Hon Hai in the past development and success. Some people call her "female version of Guo Taiming". At present, the market value of industrial interconnection owned by "OEM King" Guo Taiming is only 26 1.492 billion yuan, which has been left behind by "Little Hon Hai" Li Xun.
Eating apples crazily, "Guo Taiming" Wang Laichun defeated Guo Taiming?
Apple CEO Cook
Apple iPhone 12 has been released. Because it was announced at the press conference that accessories would not be sent to chargers and headphones for environmental reasons, they were questioned just to increase the sales of accessories and make money.
Six years ago, the iPhone 6 ushered in a wave of machine changes. It is still unknown whether Apple will pursue orders in retaliation this time. Apple announced last quarter's financial report. Although its revenue and profit were better than market expectations, the 20% decline in iPhone sales and the sharp decline in China's market performance also worried investors. Even so, Apple CEO Cook is still optimistic about iPhone 12, and predicts that iPhone sales will increase from 10 to 12 this quarter, especially in China.
Undoubtedly, this is a boon for suppliers including Hon Hai and Luxshare, and the competition for Apple orders may become more intense.
Wang Laichun (centre) accompanied Cook to visit the production line in Li Xun.
In the first half of 20 17, Luxshare became the production factory of apple wireless headset AirPods. In June of the same year 12, Apple CEO Tim? While visiting Apple's supply chain and eco-chain partners, Cook made a special trip to the AirPods factory production line in Li Xun.
In Luxshare's Kunshan factory, hundreds of devices are put into small headphones. When every component is carefully put into the earphone, the workers are like embroiderers.
AirPods is one of Apple's most complex products to date. Most of Apple's supply chain is located in China, and Luxshare can be a representative supplier. Wang Laichun, chairman of Luxshare, said in an interview: I believe that sentence, "Those who can fly with the phoenix must be handsome birds."
Hon Hai, owned by Guo Taiming, has always been the OEM of Apple products, and can also be said to be the "standard bearer" of Apple's supply chain. Wang Laichun, a former "Foxconn working girl", entered Hon Hai Foxconn Shenzhen factory at the age of 2/kloc-0, and started as the most common female worker in the assembly line, and rose to the position of monitor managing thousands of people. After leaving her job at the age of 32, she and her brother Wang Laisheng founded Luxshare in Shenzhen in 2004.
Wang Laichun, deeply influenced by Foxconn, followed Foxconn in the earliest strategic layout and was regarded by the outside world as the number one practitioner of the "Guo Taiming Spirit". Apple also saw her efforts and got the support of Apple. Even though her scale is still not comparable to Hon Hai's, Luxshare's combat effectiveness in Apple's supply chain cannot be ignored.
Hon Hai Chairman Liu Yangwei (right) and Yulong CEO Yan Chenlilian (left)
On the Hon Hai Technology Day of Sanchuang Science and Technology Park in mid-May, 5438+ 10, Liu Yangwei, Guo Taiming's successor and Hon Hai's chairman, and Yan Chen, CEO of Yulong, jointly announced the establishment of "Honghua Advanced Technology Company" by the two companies, and demonstrated the ——MIH electric vehicle platform, aiming to be the "Android of electric vehicle industry", and produced the first cooperative electric vehicle within two years.
It is Liu Yangwei's ambition to transform the "OEM" Hon Hai into "Hon Hai of science and technology". Liu Yangwei also said in his opening speech: Hon Hai's core competitiveness is not only execution and efficiency, but also scientific and technological strength.
If the market value of China Unicom's precision exceeds that of Industrial Interconnection, it is easy to assert that the female version of Guo Taiming, Wang Laichun, has defeated Guo Taiming, which is simply "a blind eye, not seeing Mount Tai" because Guo Taiming has advanced investment power.
In the past, Wang Laichun used many of Guo Taiming's business ideas and concepts as a guide. Like Guo Taiming, she is unwilling to do low-level OEM, hoping to gain more competitive advantages through innovation. In this respect, we can make a comparison between Luxshare and Hon Hai in terms of gross profit margin and net profit margin. Unlike Guo Taiming's all-round layout of affiliated enterprises, the two "strong women" in the domestic Apple supply chain-LuxShare Wang Laichun and Lance Technology Zhou Qunfei-only account for a small part of the supply chain projects.
Zhou Qunfei, founder and chairman of Lance Technology
Under the tree of Apple's supply chain, in addition to its Acer Overseas, Zhou Qunfei of Science and Technology and Luxshare are competing for Apple. In addition, Lin Xianming, chairman of Heshuo, and Hong Shu, chairman of Kecheng Technology, are also enjoying the cool under the tree.
Specific to Apple's supply chain projects, Zhou Qunfei's Lance Technology focuses on glass substrates, and Wang Laichun's Luxshare focuses on connectors and wireless Bluetooth headsets, and the production orders are different.
To take a step back, even if Luxshare in Wang Laichun has the ability to assemble iPhone in the future, it may wrestle with Hon Hai in the long run, but Wistron and Pegatron should be impacted or affected in the short term. Therefore, some media in China said that Wang Laichun had snapped up Guo Taiming's apple order, which was pure "nonsense" and pure hype.
In other words, Apple's transfer of the AirPods Pro Bluetooth headset order to Li Xun does not mean that the cooperative relationship between Apple and Hon Hai has changed, let alone deteriorated. This is also based on the strategic layout of Apple's decentralized supply chain and risk.
Competitors are on the road, who will lead the way in the future, I don't know, distance knows horsepower!
How high will Wang Laichun's wealth soar when Li Xun welcomes the transfer order?
Wang Laichun, Chairman and General Manager of Luxshare
In the 2020 Hurun Report, 53-year-old Wang Laichun was listed with a net worth of 9 1 billion yuan, and her brother, 56-year-old Wang Laisheng, also had a net worth of 9 1 billion yuan. The total wealth of Wang Laisheng and Wang Laichun's brother and sister is as high as1.82 billion yuan.
On the 20 19 hurun rich list, the net worth of Wang laisheng and Wang Laichun was 26.5 billion yuan respectively, totaling 53 billion yuan, which was/kloc-0.29 billion yuan higher than this year's wealth.
The data on the rich list is a window of insight into the trend of wealth, and it also represents the changes in the industry situation behind entrepreneurs from a certain angle. More importantly, wealth figures are also the value display of entrepreneurs' entrepreneurship and innovation.
The tide is wide and the sea is wide, and the wind is good. Wang Laisheng and Wang Laichun are also successful examples of Chaoshan people's deep struggle. Their success is made by the times; If you are poor, change it, which is what they are forced and struggling to change their destiny. Wang Laichun was born in a poor peasant family in Huaize Village, Xia Lian Town, Chenghai District, Shantou City. He started from scratch and had no family background. She is also one of the successful representatives of Chaoshan people in Shenzhen entrepreneurial group under the background of the times.
Luxshare founder Wang Laichun
In the Q&A session, someone asked: "Taiwan Province Weekly reported that the business cooperation and business opportunities between the company and Taiwan-funded manufacturers are a bridge between major customers. Is it true?/You don't say. What is the background of the cooperation between the company and Wistron? "
Some people also asked: "How do you view the market rumors that Foxconn entered airpods assembly? What terminal products are the company's sip technologies mainly used in? Can it be applied to airpods? " Wang Laichun said that it is not convenient for the company to comment on market rumors. "The company has a comprehensive layout in the application of sip technology."
In view of the difference between the company's overall income structure in 5- 10 and now, Wang Laichun said: "In the future, the company will still focus on manufacturing, continue to deepen its main businesses such as consumer electronics, communications and automobiles, conform to the relevant trends of market development, give full play to its core competitive advantages, and strive to achieve the company's long-term, stable and sustainable development!"
Dongguan Tiesongyuan factory
AirPods Pro is out of the package. Apple confirmed that some wireless noise-canceling headphones AirPods Pro have sound problems, and recently launched a free maintenance plan. As one of the suppliers of Apple headphones, Luxshare also benefited from the transfer of orders and obtained some transfer orders. There is no doubt that this has a certain impact on raising the stock price and increasing the wealth of the Wang Laichun family.
At present, Apple suppliers responsible for assembling AirPods Pro headphones in China include not only Luxshare, but also Goer and Rambler.
Li Xun officially entered Apple's supply chain on 20 1 1, and became an Apple headset supplier on 20 19, participating in the assembly of AirPods Pro and providing supporting headset connectors and some structural parts. Objectively speaking, the importance of Luxshare in Apple's OEM map has been increasing in recent years. Many people think that Li Xun, a subsidiary of Wang Laichun, may also enter the OEM iPhone when it acquires Wistron Zitong Kunshan factory.
Luxshare's manufacturing bases are all over the world, mainly distributed in Guangdong, Jiangsu, Jiangxi, Zhejiang, Anhui, Fujian, Shanxi, Hebei, Hubei and Sichuan, and have related layouts in Vietnam, India, Malaysia, Germany and other countries and regions. Among them, the role of Kunshan base is becoming more and more obvious.
In the ordinary version of AirPods, Luxshare has a share of about 60-65%, and it is already the largest supplier of Apple AirPods products. If we can take over the iPhone assembly and munch on Apple, Luxshare's performance will continue to grow at a high speed, although there will be many obstacles to overcome on the road of Luxshare's rise. Wang Laichun, her rival, must be watching and dare not slack off.
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