1. Foxconn tens of billions in the US to build a factory Trump: Guo Taiming is a great businessman;
Boots landed, Foxconn's investment projects in the United States finally surfaced. For Foxconn's '$10 billion investment' plus 'tens of thousands of jobs' spree, American President Trump, who consistently emphasized 'Made in America', smiled. Can't help but praise Guo Taiming as 'the greatest businessman in the world'.
According to foreign media reports such as Bloomberg and other media reports on July 27, Foxconn chairman Guo Taiming, as well as US President Trump and others, announced on Wednesday (26th) at the White House in the United States that Foxconn will invest 10 billion US dollars to establish a state in Wisconsin, USA. LCD panel production plant.
Foxconn said the plant will create 3,000 jobs. Wisconsin governor Scott Walker said in a statement that the new plant could eventually create 13,000 direct jobs, 22,000 indirect and Derivative jobs, 10,000 jobs. Walker said the agreement also helps Wisconsin attract and retain talent.
Also present at the news launch ceremony were US Vice President Penns, House Dean Ryan and other officials. And Trump son-in-law and White House senior adviser Kushner, Presidential Assistant Reed Kodish led the White House Innovation Office This project has played a key role.
Trump: Guo Taiming is the greatest businessman in the world
'US employment - this is what we want', Trump is very satisfied with Foxconn's investment this time, 'Thank you my friend - the world's greatest businessman Guo Taiming.'
Trump also said, 'This is a good day for American manufacturing, workers and all those who believe in 'Made in America'; the blessings of many industry leaders represented by Foxconn make the world more aware of the United States. The unparalleled workers, the infinite dream of the American dream, and the prosperity of the United States are in sight.
Wisconsin Governor Walker said, 'This is a once-in-a-century opportunity for our state and the United States, and Wisconsin is ready.'
'We call it 'Wisconn Valley' because we believe that the transformation that this investment brings to Wisconsin is like the changes that Silicon Valley brought to the San Francisco Bay Area. Foxconn brings forward-looking high-tech manufacturing to the US, Wisconsin. The state will jointly lead this path of change, thanking Foxconn for choosing Wisconsin, and thanking Mr. Guo Taiming for all his efforts. ' Walker also said.
Scott Paul, president of the American Manufacturing Alliance, said: 'When workers get paid in Wisconsin, I am excited about Foxconn's announcement. Foxconn used to say much less.'
However, he still believes: 'I hope that the factory can be established and bring a lot of jobs.' He pointed out that the production of televisions and similar equipment was transferred from the United States to Asia long time ago.
He said: 'We have heard many times that the consumer electronics industry cannot be transferred back to the US. I hope this will be successful, because it will prove that these decisions are more of a choice problem than a capacity issue. Currently, produced in the United States. The electronic display is really rare. '
According to foreign media, Foxconn's new plant in Wisconsin will cover 20 million square feet (about 1.86 million square meters), which is three times the size of the Pentagon. It will be one of the largest manufacturing parks in the United States. Initially, Foxconn will employ 3,000 workers.
10 billion US dollars, from the outside world, Guo Taiming sent a "big gift" to the United States this time, which is 3 billion more than the rumored $7 billion investment, and also the largest foreign company in the United States. New investment.
In fact, since last year, news about Foxconn’s investment in the United States has continued.
On December 6, 2016, US President Trump met with Japanese Softbank as a family member in the United States. When interviewed by the media after the meeting, Sun Zhengyi generously presented a conference material, which was written by everyone. Familiar name: Foxconn (foxconn).
On the second day, Hon Hai Group immediately issued a statement saying that it is initially assessing potential investment opportunities in the United States. It has not yet finalized the case and will continue to discuss directly with relevant US units.
In December last year, Guo Taiming said in an interview with reporters that the mainland has promoted the real economy to return to reality, the combination of reality and reality, soft and hard integration, this is the right direction, but the US government has not realized this, he does not know.
However, from the current situation, Foxconn's realization of 'Made in America' will be a foregone conclusion.
At the end of April, Guo Taiming visited the White House in the United States. The media said that he had talked with Trump for two hours. But when he walked out of the White House and was asked by the media whether he saw President Trump, Guo Taiming played Tai Chi, saying, 'I Memory is not good, I don't remember if I have seen him. '
It is reported that in order to attract Foxconn's project to settle in Milwaukee, Wisconsin's most economically developed port city, Mayor Tom Barrett has promised that if Foxconn decides to invest in Milwaukee, it will provide help for Foxconn. Recruiting the skilled workers needed.
Foxconn said that the new plant site in the southeastern part of Wisconsin will be announced in the near future, and the future production of LCD panels, including TV, autonomous vehicles, aircraft systems and education, entertainment, health care, cutting-edge manufacturing, offices Automated, interactive retail to safe living, etc., reshaping the consumer's daily technology experience.
Guo Taiming: The United States invented television, but there is no single LCD panel factory that produces complex systems.
For this investment, Guo Taiming said at the announcement ceremony that since TV was invented in the United States, Foxconn is suitable to open a LCD panel factory in the United States.
'There is no single LCD panel factory in the United States that produces complex systems, and we will change this situation,' said Guo Taiming at the announcement ceremony, 'starting with the investment in Wisconsin today.'
Foxconn said in a statement that the investment marks the beginning of a series of investments by Foxconn in the US manufacturing industry in the next few years.
Trump previously disclosed that Apple CEO Tim Cook has promised him that he will bring three large manufacturing plants to the United States.
But in this regard, Foxconn insiders told the media that for Apple whether it is 'returning' to US production, the current investment project is only the beginning, and there will be other projects in other states. Foxconn’s move is more about global layout. .
'Foxconn is committed to the 'Made in America' through Industry 4.0 and Internet + strategic concepts, which will not only enable us to promote the development of intelligent manufacturing technology flows, information flows and process flows, but also to develop innovative products and solutions. Bringing help and promoting the Group to provide better services to customers including many well-known American technology companies. 'Guo Taiming said that this will also help consumers fully enjoy the future display technology brought by the 8K+5G ecosystem.
The First Financial Daily reported that the investment in the United States is mainly for investment in panel manufacturing, of which 8K will be the main direction.
In fact, Foxconn’s ambition for the panel industry’s 'hegemony' has been revealed in previous investment plans.
At the end of last year, Foxconn announced in Guangzhou that it will invest 6 billion yuan in Guangzhou Zengcheng to build an 8K display eco-industrial park. It mainly produces large-size 8K ultra-high-definition image LCD screens. The annual output value after mass production will reach 92 billion yuan.
Some analysts said that Foxconn's investment in the United States can use the US preferential policies to reduce the cost of building factories. It can also understand the needs of consumers in the North American market, promote high-value-added products such as HD 8K TV, and further seize market share. But this is not the case. On behalf of Foxconn will give up the Chinese mainland market, in the mainland China, India, the United States and other markets to achieve 'take all', perhaps the most wanted by Foxconn.
Ryan: American manufacturing is first class
'What a wonderful day for the US manufacturing industry,' said US House of Representatives Ryan, 'This proves once again that our country is a real manufacturing powerhouse, first-class among the best.'
According to techweb's report, Foxconn's plan to build a large factory in Wisconsin in the United States may receive $1 billion to $3 billion in tax incentives from local, state, and federal governments in the next few years.
Proponents of the project said the plant could have a huge impact on the state's economy. Such a large-scale stimulus plan was almost impossible to achieve in Wisconsin, and the plan needed approval from the state legislature.
Scott Fitzgerald, the state's majority leader in the Senate, once said he hopes the Democratic Republican Party will support the stimulus.
In addition to the huge subsidies that Wisconsin may give, the US tax reform is also an important reason to attract companies to invest in the United States.
On April 26 this year, the White House announced the main principles of the tax reform program.
In terms of corporate income tax, the White House plans to reduce corporate income tax from the current 35% to 15%; tax one-off tax on US companies' overseas profits; and promote the 'locality' taxation principle, that is, the future profits of US companies will be You only need to pay taxes in the country where the profits are generated, and you don't have to pay taxes to the US government.
The Trump administration has always kept the revitalization of 'Made in America'.
In order to promote American products and fulfill Trump's 'US First' commitment, the US government launched a 'Made in America' theme week, starting on July 17, featuring cups, brooms, bowls, fried chicken burgers. 50 pieces of 'Made in the USA' represent exhibits.
However, some critics have pointed out that Trump's 'Made in America' is just a 'surface article'. Over the years, Trump and his family's corporate products are mostly 'foreign manufacturing', such as Turkey, Bangladesh, etc. There are many Chinese goods that have been repeatedly criticized by Trump, Mexican goods. Observer Network
2. New iPad Pro appearance exposure Face ID / remove the headphone hole;
Now, the apple autumn release conference is getting closer and closer in September. There are more and more news about Apple's new products. In addition to the new iPhone, I believe many small partners are also looking forward to the appearance of the new iPad Pro. Recently, foreign media has exposed the new model. The design of the iPad Pro, the new design language also brings a new life to this iPad, together to see if it can attract you.
New iPad Pro rendering
As we all know, Apple launched the iPhone X with Face ID last year. After a period of technology precipitation, this technology is likely to appear in the iPad Pro, I believe the experience will be better. In addition, the new iPad Pro is likely to adopt The new design language, simply look at the new iPad Pro measurements released by foreign media: The new 10.5-inch iPad Pro size will be adjusted from 250.6 × 174.1 × 6.1mm to 247.5 × 178.7 × 6mm, 12.9-inch version of the iPad Pro will be 305.7 × 220.6 × 6.9 The mm is adjusted to 280 × 215 × 6.4mm, which means that the size of the new iPad Pro will be further narrowed, and the appearance may be even more extreme.
Two new iPad Pros
It is worth mentioning that in addition to the new Face ID, the new iPad Pro may also remove the 3.5mm headphone jack that has been with us for a long time. This is because the frame of the new iPad Pro is too narrow to accommodate the 3.5mm headphone jack. Some regrets.
The new design, equipped with Face ID, etc., makes this year's iPad Pro highly anticipated. If you are going to buy a new iPad in the near future, it may be more suitable after the new Apple launch conference in September.
3. The demand is warmed up.
In June, the price of small and medium-sized panels rebounded. Market research institute IHS Markit pointed out that the price of low-end mobile phone panels continued to rise in July. The supply and demand conditions of different sizes were different, and the average increase was about 5% to 10%. Tablet PCs also entered the shipment. In the peak season, the large-size tablet computer of 10吋~ 12.3吋 became the mainstream this year, and the price also increased slightly in July.
IHS Markit pointed out that continuing the June rally, the price of low-end mobile phone panels continued to rise in July, and the increase was about 5% to 10%, depending on the size.
In contrast, the special-shaped cutting mobile phone panel, with the production capacity in place, the production capacity of each panel factory has been opened one after another, and the price has declined. It is worth noting that this year's TDDI gap has expanded, and the supply gap is difficult to solve until the end of the year, which also affects this year's embedded touch. Market penetration of the control panel.
Following Apple's iPhone design, many of the new machine designs of mobile phone brand factories this year are Liuhai Notch, and some are like Sharp's drop-shaped design. The panel factory pointed out that the process of special-shaped cutting is complicated, and it is difficult to process materials from panel to back. The sealant coating must be changed, so the machine must be changed, the polarizer should be shaped, the polarizer and the backlight are all expensive. However, it is expected that this is only a transitional product. With the screen technology in place, the full screen will be realized in the future. Panel factory, special-shaped cutting and opening caution, with large customers to lock certain sizes and mass production.
In the first half of the year, the tablet PC market was light, but in the second half of the year, some white-label tablet PC manufacturers began to prepare for the back-to-school tide and the next education market.
In addition, first-line tablet computer brands such as Microsoft, Google, Apple and other computer brand manufacturers, the main products in the second half of the year are locked in the high-end, education application market, the main size is concentrated in 10吋, 10.6吋, 11吋 and 12.3吋Such as the larger size of the flat panel. As the tablet computer enters the school tide, and the peak season of the year-end promotion, the panel demand is obviously warming up. In July, the price of the flat panel rebounded and rebounded. It is expected that the price trend will be stable in the third quarter.
Innolux's small and medium-sized production capacity is tight, and it is fully sprinted. The Zhunan 6th generation line has increased the amount of film shots by about 6,000 pieces this year. It is necessary to try to meet customer demand. Huaying started production line in April, especially 18:9 full screen. Panel, because the supply is in short supply, the increase is relatively large. The supply of mobile phone panels is tight, and we are currently talking about the supply distribution with customers.
(Business Times)
4. Capacity is not the only key technology for Taiwan panel factory to break through.
With the new capacity of the mainland panel factory, the imbalance between supply and demand in the panel may become the new normal in the future. The Taiwan panel factory faces the competition between the Korean factory and the mainland panel factory. How to find a breakthrough is the direction of the industry in recent years. Peng Shuanglang, chairman of the board of directors, said frankly that when the panel boom is good, everyone will earn it together. When the time is not good, the era of loss together has passed. In the future, it is necessary to rely on three major strategies to break through. In addition to capacity, technological innovation and management capabilities are important keys to survival.
AUO's second-quarter earnings report outperformed market expectations, maintaining profit for the eighth consecutive quarter, and earning a profit for the second consecutive quarter of LGD. Peng Shuanglang believes that AUO's value transformation strategy is relatively stable in terms of operating relative peers, he said The ups and downs of the industry boom are inevitable. After the peak season, we will also prepare for the future boom cycle. AUO adheres to the three dimensions of optimal scale, value transformation and technological innovation, and the results are shown in operational efficiency.
Peng Shuanglang pointed out that it was mentioned 1-2 years ago that we have seen that the entire panel market will follow different paths. China should follow the policy and government support, and the scale and capacity will be large. The above competition; Han factory has group support in addition to the government, AUO is relatively weaker than this part, so set its own strategy.
He stressed that compared with the loss performance of Korean competitors in the past two quarters, AUO maintains profitability, mainly in the production lines, products and technologies that have been invested, in the current scale and the modest expansion of high-quality production capacity in the future. It is not the road of scale competition. It is the road of value competition, including products, customer layout or future display technology layout, hoping to create more value.
Peng Shuanglang said that in the future, it may be seen that companies in the panel industry should see some different results at different stages. When they have a good time in the past, everyone will earn it together. It’s not good to lose money together. The same, therefore, in the three major strategies, AUO's cautious implementation, continued, and also see the results.