It is said that HP / Dell / Microsoft / Amazon are considering transferring some hardware production lines outside the mainland

Since the Sino US trade friction last year , To avoid trade risks , Including Japan 、 South Korea 、 Taiwan, China and other manufacturing enterprises with factories in the mainland , One after another began to move out , Transfer manufacturing capacity . Thanks to lower land and labor costs , Vietnam in Southeast Asia 、 Indonesia 、 the Philippines , India in South Asia , The United States of North America 、 Mexico and other regions have become the main transfer direction of these enterprises . Among them, many Taiwan manufacturing enterprises in the mainland are transferring to Taiwan .

And now , The latest news shows , HP 、 Dell 、 Microsoft and Amazon are also considering transferring some hardware production outside China .

In recent days, , According to Nikkei Shimbun , Both HP and Dell hope to produce their notebook computers originally made in China 30% Turn abroad , Microsoft may also shift some Xbox Production of products , And Amazon may transfer some of it Kindle and Echo Smart speakers are produced outside China . According to the report , Acer and ASUS are also planning to start production outside China .

In this year 6 month 19 Japan , Dell 、 HP 、 Microsoft and Intel have issued a joint statement , We unanimously oppose the proposal of US President trump to include notebook computers and tablet computers in the target goods of imposing tariffs on Chinese goods . data display , Dell 、 Notebook computers and removable tablets sold by HP and Microsoft in the United States account for% of total sales 52%. They represent , The proposed tariff will increase the cost of notebook computers in the United States .

According to a recent study by the American consumer Technology Association cited in the joint statement of the four companies , The implementation of the proposed tariff will increase the average retail price of laptops and tablets in the United States by at least 19%, That is, the average increase is about 120 dollar .

Although US President trump recently stated , No new tariffs will be imposed on China , But the part that has been levied will not be cancelled . and , Even for trump “ No new tariffs will be imposed on China ” The statement of , The outside world is also skeptical . At present, the tariff has been increased , It has had a great impact on many enterprises . If the United States imposes tariffs on more categories of goods in the future , This will significantly increase the cost of goods , The profits of enterprises will also be under greater pressure .

According to a previous report by Nikkei news , Apple is exploring increasing its hardware output 15% To 30% Move to places outside China . Previous news also showed , Foxconn will be in this year 7 In August, Apple was produced in India iPhone X series .

It is worth noting that , Since last year , Including Foxconn 、 Quanta 、 Renbao 、 Yingyeda 、 Wei Chuang 、 Well known Taiwan based OEM manufacturers including husuo are accelerating the establishment of factories overseas , Transfer capacity .

Since last year , Samsung has closed two factories in Shenzhen and Tianjin, China . meanwhile , Samsung has increased its support for India 、 Investment in Vietnam . Last year, Samsung established the world's largest mobile device factory in Noida, India , Recently, Samsung plans to invest 250 Billion Indian rupees ( about 3.6 Billion dollars ) Expand production in India , Two new factories will be built to produce smart phone displays and batteries .

This year, 3 month , Sony also closed its mobile phone factory in Beijing , At the same time, Sony spokesman also disclosed , In the future, Sony will transfer the production of mobile phones to its factory in Thailand , To reduce costs by half , Strive for in 2020 year 4 Turn the smartphone business into a profit in the fiscal year beginning in August .

Besides , According to the Wall Street Journal , Nintendo in Japan is partially Switch Our production has shifted from China to Southeast Asia , Its goal is to produce enough game consoles to meet the needs of the American market . Bloomberg said ,Google Some have been transferred Nest Production of products .

It is worth mentioning that , A few years ago , such as OPPO、vivo、 millet （ Rely on Foxconn ） And many domestic mobile phone manufacturers have set up factories in India , meanwhile , foxconn , Flextronics 、 Shenzhen MCM, Wen Shang 、 Shanghai school 、 Guanghong 、 And Germany ODM/OEM Enterprises in India have built factories and put into production .

With the rise of mobile phone manufacturing in India , In addition, the Indian government's regulation of tariffs , Also began to attract some domestic display panels 、 Display module 、 Manufacturers such as camera modules began to enter India to set up factories .

last year 8 month , Heli Tai announced an investment of about 2.5 Billion dollars , A factory will be built in Andara, India , Become the first manufacturer of camera modules in India , Thin film transistor (TFT), Capacitive touch screen module (CTP)、 Flexible printed circuit (FPC) And fingerprint sensor manufacturers . This year, 3 month , Helitai officially began to build a factory , It's just past 100 Days or so ,6 month 14 It was officially put into production on the th .

In the last year 12 month ,TCL The group and its display panel subsidiary Huaxing optoelectronics also announced the establishment of an integrated intelligent manufacturing industrial park in India （ abbreviation “TCL Indian Industrial Park ”）. The project includes Huaxing photoelectric module project and TCL Electronic intelligent display terminal project , China Star optoelectronics India module project will plan annual output 800 Ten thousand pieces 22 Inch ~55 Inch large size TV panel and annual output 3000 Ten thousand pieces 3.5 Inch ~8 Inch small mobile phone panel ; Intelligent display terminal project design and production 32 Inch ~65 Inch complete machine , Planned annual output 600 Ten thousand units TV The whole machine , Not only serve TCL brand , It also provides... To other brands in the Indian market ODM service .

This year, 6 month 22 Japan , Another display panel manufacturer, Tianma microelectronics （ Deep tianma A） The announcement said , In order to meet the needs of the rapid development of Indian business , It will invest in Shanghai AVIC optoelectronics Co., Ltd., a wholly-owned subsidiary 7.4 Thousands of dollars （ about 50 RMB 10,000 yuan ）, Set up a subsidiary in India . According to external analysis , In the future, Tianma micro is likely to set up a factory in India .

Except India , Since the Sino US trade friction last year , Going to Vietnam to invest and build factories has also become a popular choice for domestic manufacturers . before , Canon 、 samsung 、LG、 foxconn 、 Compal and others have already established factories in Vietnam . Since last year , As a supplier of apple, Foxconn 、 Goethe acoustics announced the establishment of a factory in Vietnam .

According to the statistics released by Vietnam's Ministry of planning and investment ,2018 In, Vietnam's actual foreign direct investment reached 191 Billion dollars . Compared with Vietnam before 2017 The record high of foreign investment in 175 Billion dollars is even higher than nearly 20 Billion dollars . It shows that 2018 Vietnam received a lot of overseas investment in . On the one hand, it also benefits from the trade disputes between China and the United States .

But it should be pointed out that , Not long ago, US President trump criticized “ Vietnam takes advantage of the United States ”, And said it would consider imposing tariffs on Vietnam . This has also caused great concern of manufacturing enterprises that have transferred production to Vietnam , Many foreign enterprises that originally planned to invest and build factories in Vietnam have also suspended .

On the whole , At present, Vietnam and India are copying China's model and striving to be the world's factory , And with the land of China 、 The increase of labor and other production costs , Labor intensive enterprises are indeed moving outward . Plus the impact of Sino US trade frictions , such “ Relocation ” There seems to be an aggravating trend .

however , It's important to point out that , At present, China is still the center of global manufacturing , In particular, it still has great advantages in medium and high-end manufacturing , After all, there are a large number of skilled workers in China 、 Senior mechanic 、 The engineer , Advanced automatic production equipment , Complete supply chain system and production management system , Developed logistics system , And this is also India at present 、 Vietnam and other countries do not have .

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