The family’s Xiaopai in Hubei did not board the train to Guangdong after the Spring Festival. In the new year, he intended to stay in his hometown to look for opportunities instead of returning to the Dongguan factory. "Although our factory is also a big factory, but the endless overtime is really unbearable, not to mention how much money is not, no pay increase last year." Xiaofu explained to the reporter.

Status: Generation industry without bargaining power

In the "Apple poisoning", Foxconn jumped buildings and other events, the most eye-catching media attention is no doubt among these among the world's top 500 brands. In numerous reports, the huge cost pressure exerted by brand manufacturers on foundries has been seen as a key factor in helping foundries ignore employee benefits, illegally extend employee working hours, and increase the psychological pressure on employees. Is this really the case? ? "Surely it can be said." The owner of a foundry in Huadu District, Guangzhou gave a positive response to the reporter. His small company mainly made non-critical components such as Nokia and Motorola OEM mobile phone back shells.

The boss told reporters that the mobile phone OEM industry, for example, the current market share is highly concentrated in the hands of a few well-known global brands, which means that the order of the foundry is also in their hands, in order to obtain large orders, not only quality Guaranteed, there must also be sufficient efficiency and the lowest possible cost. "Especially in the past few years, mobile phones have become more and more like fast-moving consumer goods. The homogenization competition is very serious. Brand manufacturers can only speed up the launch of new products and lower the market price if they want impulse. These market pressures will eventually be passed on to generations. According to the owner, according to the boss, in order to get orders from big brands, the competition between foundries is also very fierce. Sometimes the price can be a few cents to get a big order, but the price is low, the profit of the factory Naturally, less, in order not to lose money, bosses can only get profits from employees. "So employees are the biggest victims."

Yang Qun, an analyst at Shenzhen Warring States Policy Co., Ltd., told reporters that the loss of bargaining power is the most passive place for the current IT industry. Because it is not directly oriented to customers, generations of industry are already at a disadvantage in negotiations with brand owners. The original industry boom Many brand manufacturers can also negotiate prices, but now the brand is highly concentrated. The brand owners take absolute initiative. The foundry can't get enough profits from the brand's orders. It can only find the production process. Profits, for example, reduce material costs and staff costs as much as possible. As a result, employees often work overtime, replacing cheap alcohol with ethane instead of alcohol, and other accidents that ignore the health of employees will continue to occur, even worse.

Efforts: The end product is only cheap and depends on luck

Loss of the initiative in bargaining, and thus the loss of sufficient room for profitability, not only makes employees in the IT foundry industry continue to experience problems in health, welfare, and safety production, but also has a number of adverse effects on the IT consumer market. “The reason why the cottage mobile phone industry is able to rise in China is related to the deterioration of the surviving environment of the foundry industry.” Yang Qun told reporters that the rise of domestic mobile phones in the past had led to the emergence of a large number of related foundry companies, but Later, in the contest with the foreign brands, the domestic mobile phones were lost, and these foundries lost their orders, and they could only gradually move toward the cottage. Although China's cottage mobile phones have become famous in the international market, they have not created a truly influential Chinese brand. Instead, they have left a lot of hidden dangers for mobile phone consumers because of their profitability.

"Despite disregarding the brand image, they can only take the low-price route, so the foundry's owner is often making a fuss about materials in order to ensure profits." The owner of a Shenzhen mobile phone foundry told reporters that their usual practice is to purchase as cheaply as possible. The raw materials, such as batteries, which one is cheaper to take which goods, as to whether this battery factory has a strict quality certification system, "That is not a problem we consider." And in order to increase product gimmicks, these cottage phone Most of the battery's virtual standard capacity, exaggerated, but not even the basic protection circuit, security can be imagined. The same situation in the cottage notebook market is also staged, according to informed sources, told reporters that the current cottage manufacturers do most of the Internet products, for example, the CPU, motherboards, etc. can only use Intel, the cost is difficult to save, so only in the The main board, memory and other accessories on the fuss, for example, should have been used to ensure the stability of the six-layer circuit, in order to reduce the cost of the four-layer board also improvised; originally installed power module to monitor the original overheating, but in order to reduce costs Can save the province, "or else the cost of light materials will be more than 1,500 yuan, how can we sell 1999 yuan market retail price?"

Obviously, the IT foundry industry has already begun to show signs of “going into the devil” when large-scale orders are difficult to make and small ones are hard to earn. The Chinese IT products that used to be known for their low prices are now cheap and good-looking. It depends on luck.

Reflection: Where is the road to industrial transformation?

In fact, for the IT industry, especially the Pearl River Delta IT OEM industry cluster, the industry and even the government have already paid attention to it. The slogan of “Industrial Transformation and Transformation” was started earlier, but the goal is one thing. , to really do it is another matter. From the point of view of the brand manufacturers, as the profit margin of the IT industry has entered a decline channel, the future of cost control will only become more and more demanding. It is expected that the brand manufacturers will voluntarily give up their right to the pricing power in the hands. Difficult things, "And brand manufacturers still have many choices. The cost of foundries in the Pearl River Delta has gone up. To find the Yangtze River Delta, you can go to the Midwest in the Yangtze River Delta. If they have orders, they are not afraid to find a foundry. Do it." Yang Qun said that if the industry wants to get out of the current predicament, it must rely more on its own efforts.

“There are still many ways to achieve this. For example, pushing a self-owned brand is like the chassis and power supply in the PC accessories field. The original foundry only took orders from brand manufacturers, but in the past few years, many large companies have started targeting high-end DIY. Users push the brand, take the boutique strategy, although sales are not large, but the profits are much more secure.” A reporter of a friend who is engaged in PC chassis OEM production also has a positive attitude toward the need for self-reliance in transition. However, in his view, the foundry's own branding is a double-edged sword. A better solution is to achieve a breakthrough in feature technology: "You see people at TSMC, but also do OEM, but people found that there is a technical content The graphics chip, but only if it has the production process that meets the needs of the design manufacturer, people will not find it will not work.

Of course, not every foundry has the potential to become TSMC, but currently a large number of domestic small and medium-sized foundry companies are indeed in urgent need of providing their own technology accumulation and innovation capabilities. "In terms of the mobile phone industry, currently successful foundries like Foxconn and BYD themselves have the ability to develop complete sets of mobile phone solutions. They provide these solutions to the brand manufacturers to ensure that they have the opportunity to obtain orders and realize The integration of production and research will naturally gain more right to speak in the industry chain.” Yang Qun said that for foundry companies, in addition to technological innovation, scale integration is also an effective way to survive, but this Vertical integration within the industry requires, in addition to funding, more guidance from the state and the government to achieve the best results.

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