Global network services vendors to develop hardware business is in the ascendant, the recent supply chain, Facebook and Google are planning to expand its hardware business in Asia, of which, the Facebook Hardware Development Department Building 8 in 2018 will be established in Shanghai office, and expanded to 500 people; As for Google to buy HTC mobile phone department, also will be built in Taizhou plant, the production of their own smartphones, and the relevant supply chain to discuss cooperation. However, the relevant information is still to be disclosed to the manufacturer. Facebook's Hardware development department will build offices in Shanghai, which was previously disclosed by The New York Times, where Facebook has planned to set up its office in Shanghai in 2018, and has started to tap into the supply chain for companies such as Apple to expand its 200-person team to 500. Facebook was founded in 2016 Building 8, mainly responsible for hardware development, especially in the field of AI, August Facebook appointed Senior vice President Andrew Bosworth in charge of all hardware business, including building 8 and Oculus, October Building 8 in charge of Regina Dugan announced that will leave, and recently outgoing building 8 decided to expand the establishment. Now Facebook is building smart audio products, trying to grab market opportunities with competitors such as Amazon, Google, Apple (AAPL), and Smart Stereo is the first listed hardware product in the building 8 sector, and supply chain manufacturers have revealed that recent building 8 continues to be outward, and many of its members come from Apple, and with Apple's supply chain managers ' experience and pay, Facebook's attempt to dig horns is clearly a heavy investment. Facebook has become a source of investment for Oculus and building 8, and Oculus has established a VR ecosystem, and Facebook will be the biggest advantage of creating content through interpersonal interaction, with building 8 focusing on the AI field, The first product will be a key battle for Facebook to put its hardware into place. Google also overweight investment in hardware business, in 2017 at 1.1 billion U.S. dollars to buy HTC mobile phone department, the industry out of Google intends to build a plant in Taizhou, China, and the relevant supply chain to discuss cooperation matters, set the factory details have not yet come out, may produce smartphones, Because of the large size of Google orders and low risk of reverse accounting, supply chain manufacturers are actively involved in fighting for business opportunities. Network Service vendors to develop the hardware craze, some manufacturers attributed to Apple integrated software, hardware, so that the hardware performance to the extreme, and more importantly, Amazon from online shopping service vendors, the launch of the electronic book to carry the Kindle, the service from the line to the offline, plus Microsoft (Microsoft) The introduction of surface, but also a software service manufacturers across the full hardware market boom. In fact, Microsoft launched surface originally not be the industry bullish, unexpectedly but in the market quickly sprang up, the current surface product line in addition to 2-in-1 Surface Pro and Surface book, and NB type surface Laptop, As well as AIO products surface Studio, the industry came out in 2018 Microsoft will launch the Surface tablet computer, and the foundry partners from the original Pegatron to increase the quanta, meaning that its production scale continues to expand, the need for more foundry partners. As for the introduction of the Echo Intelligent audio, Amazon also lead the trend, and drive the Taiwan department's new growth momentum of the plant, including the Amazon echo Generation factory Hon Hai, Ren Bao, or Google Smart Audio generation factory quanta, and Apple Homepod factory, such as the British industry Tatsu, related businesses have jumped. The expansion of Facebook or Google in Asia and the strengthening of hardware investment will be a new opportunity for supply chain manufacturers, but the hardware brand factory is a new rising enemy, especially the PC brand factory, in the network era lacks content and network traffic, facing Facebook and Google and other vendors to compete , fear of being caught in a bitter battle.
