Electronic enthusiasts eight o'clock: On the issue of "Made in the United States", when the manufacturing powers of China blamed the US powers of manufacturing powers, the largest number of employees in the world's largest manufacturing aircraft carrier Hon Hai, once again Unexpectedly deploying panel and mold capacity in the United States.
According to foreign media reports, after the annual meeting in Taiwan on Sunday, Mr. Guo Taiming, chairman of Foxconn, said in an interview that Apple is willing to jointly invest 7 billion US dollars (about 48 billion yuan) in the new automatic display production facilities in the United States. Because they need a panel.
Mr. Guo Taiming said: "Apple will be willing to invest because they need panels. The US production base can eventually create 30,000 jobs." However, Guo Taiming is not sure whether Americans are willing to pay higher prices to buy American-made products. In order to reduce the cost of production in the United States, Guo Taiming asked US officials to make concessions on land and electricity prices.
For US President Trump's US manufacturing policy, Hon Hai Group President Guo Taiming responded on the 22nd that in the manufacturing industry, the United States is still the world's number one, and will assist in assessing the relevant layout of Sharp's US-made panels, and Pennsylvania will be a priority. The choice is mainly due to the local precision mechanical foundation, and the attitude of the Pennsylvania State Government is very positive. At the same time, the relevant investment officials of the Pennsylvania and American Associations in Taiwan also appeared at the annual meeting on Sunday.
Guo Taiming pointed out that the United States is the second largest panel market in the world after China and has a good investment value. If the relevant US policies are conducive to investment, the infrastructure including water, electricity and land is not a problem, and the return on investment is good. Of course, this market cannot be ignored.
According to Mr. Guo Taiming, the Foxconn US investment plan, which was discovered by Mr. Sun Zhengyi, the founder of Microsoft Bank of Japan, when he met with US President Trump, was confirmed by Mr. Sun Zhengyi when he was on the phone several hours before he went to the United States. At that time, Mr. Sun Zheng asked him. Is the panel factory going to invest in the US? How much will it invest? Mr. Guo Taiming responded that the industry that invests in the United States will include panels, molds and some consumer electronics industries or B2B businesses. The combined size may involve 30,000 to 50,000 people.
Since then, on December 6th, after Sun Zhengyi held talks with Trump, he promised to invest 50 billion U.S. dollars in the U.S. and create 50,000 jobs. It is difficult to generate many other businesses invested by Microsoft Bank. The new job, so Foxconn’s investment plan in the United States became the main factor in creating jobs during the talks.
President Trump was elected with the slogan "Let America be great again." The meaning of "re-greatness" largely refers to the revitalization of manufacturing. As the advanced manufacturing industry in the United States has always been leading the world, the value added of advanced manufacturing products is high, and the average annual production value per employee can be 180,000 US dollars, which keeps the output value of the US manufacturing industry growing steadily. Therefore, the revitalization of President Trump The industry is mainly aimed at low-paying, low-skilled non-advanced manufacturing.
According to relevant research reports, after China joined the WTO, the United States placed its development of high-end advanced manufacturing in a major position, while a large number of non-advanced low-end manufacturing and service industries were under cost pressure to Mexico and China. The migration to low-cost regions such as India, or the outsourcing of related businesses to these low-cost regions, has caused a large number of employees in the US who are engaged in these non-advanced low-end manufacturing industries to move out of the industry and lose related jobs.
And in this part of the United States, employees engaged in non-advanced low-end manufacturing, due to missing the age of retraining and learning to become advanced skilled workers, the vast majority of people have not successfully transformed into skilled workers in advanced manufacturing. President Trump, who was born as a businessman, saw this point. He used non-advanced manufacturing industry and its industrial chain practitioners to raise the issue of self-interest in the current status of the industry, and proposed to “revitalize non-advanced low-end manufacturing. The industry policy is supported by these voters.
Hon Hai, led by Mr. Guo Taiming, invested 28 billion yuan in the Zhengzhou Economic and Technological Development Zone before the acquisition of the panel maker Sharp, and built a 6-generation LTPS panel production line. After successfully acquiring Sharp in 2016, it invested 61 billion yuan in Zengcheng in Guangzhou at the end of the year and opened a 10.5 generation 8K panel line. The opening of this high-generation line at that time also dispelled the doubts that Foxconn would withdraw from China and switch to the United States.
The announcement of the opportunity to invest in panel and mold production capacity in the United States Mr. Guo Taiming also said that the current business in China will not be affected by increased investment in the United States, and will continue to increase investment in the Chinese market. Investing in the US market, mainly with the big customer Apple, serving the local market and responding to Trump's "Made in the USA" policy, rather than putting all of its business in the United States.
Prior to this, the mobile phone newspaper online also confirmed through the industry chain news that Hon Hai's Foxconn has plans to invest in panel factories in the United States. At that time, the speculation scale may be similar to the 10.5 generation panel line in Guangzhou. However, if it is just an automatic panel line, even a 10.5-generation line will employ only a few thousand people, which is far from the 30,000 to 50,000 people revealed by Foxconn. Previously, when the mobile phone reported that it was difficult to leave China in the analysis panel, it was said that the processing of the latter module required a large number of skilled workers in the low-end manufacturing industry, so that the panel industry would gather in China.
However, it is clear that President Trump's efforts to promote "Made in the United States" is also to solve the employment problems of non-advanced and low-end manufacturing employees. President Trump’s request for products sold in the United States is best produced in the United States, causing some non-advanced and low-end manufacturing industries to return to the United States. In fact, in addition to just reflecting the current industrial policy reversal adjustments in the US society, the balanced development of the industry is also in line with the United States. The long-term interests belong to a country's normal industrial adjustment phenomenon.
According to Mr. Guo Taiming’s statement and the fact that Trump urged Apple to produce mobile phones in the United States, the investment scale of about RMB 48 billion should be that Apple and Foxconn are likely to build a complete 6-generation LTPS in Pennsylvania. The mobile phone panel production base includes a complete processing chain from the front panel to the rear module. It also invests in the mold production capacity, indicating that the business scope should include other important mobile phone structural parts processing business, and even the mobile phone assembly production line.
The panel production line that Foxconn is preparing to build in the US is also considered to be a 6-generation flexible AMOLED panel production line. Because it invests in a 6-generation flexible AMOLED panel production line that does not need to be fully loaded, the investment amount is only about this. About half of the RMB 48 billion is equivalent to a full-load 6-generation LTPS panel production line, and its production capacity is close to that of the high-end Apple mobile phone sold in the US market.
In addition, it is much easier to find a technician who can be competent in the flexible process of flexible AMOLED in the United States, and there are not many institutions and personnel engaged in AMOLED research in the United States. Mr. Guo Taiming also said that once the opportunity is ripe, a team of about 100 members of the US national team will be organized to take charge of the preparation and promotion of the project.
Apple's mobile phone market share in North America is the highest in the global market, occupying nearly half of the local market share. Therefore, after the success of Apple's mobile phone in the market, successive governments have hopes that Apple can achieve local production, and it can enhance local The employment rate, in the second place, can also match the US policy environment, providing users with better differentiated and advanced configuration models to meet market demand.
And Apple itself is actively promoting the close to the market to organize mobile phone production capacity. According to foreign media reports, this service for South Asia and West Asia, Apple is also seeking relevant industrial policy concessions with the Indian government, organize mobile phone production capacity in India, and even have news. It is said that Foxconn will cooperate with Apple to build a mobile phone assembly factory in India, and will also build a matching panel production line in India.
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