The U.S.-China trade has been burning, and the impact has been extended to Taiwan plants, server supply chain pointed out that quanta, weft Ying, such as ODM factory is evaluating the production of part of the product line back to Taiwan, the main reason for the United States to give a third wave of tariff sanctions list, the impact of the server motherboard, the relevant manufacturers prepared, but because of the high labor cost of back to Taiwan Strengthening automated production will be the direction of consideration. However, Guang Da, Wei Ying did not positively confirm the relevant news. US-China trade war intensifies, U.S. president Trump in April 2017 instructed the U.S. Department of Commerce for imports of steel and aluminum investigation, opened the trade war, the same year in August, the U.S. Trade Representative launched 301 survey of the mainland, 2018, the two sides heated up, the United States continued to sacrifice three waves of tariff sanctions, the third wave of up to 2, 0 dollars of goods are levied at 10% tariff. Despite the third wave of tariffs imposed by the US side, not affected by mobile phones and NB, such as Taiwan's electronics industry, the bulk of the export products, it will impact on some of the server products used by the host board, in particular, the white card server, recently including Quanta, weft Ying to assess, consider the partial production line to pull back to Taiwan, Avoid the imposition of tariffs on mainframe panels produced in mainland China when they are shipped to the United States for assembly. On July 6, the US and China imposed 25% tariffs on each other's 34 billion-dollar imports, the United States July 23 again to end the second wave of imports of 16 billion U.S. dollars in mainland tariffs, and whether the wave of tariffs has not been fixed, the U.S. side again threw out a third wave of sanctions, as much as 200 billion U.S. dollars imported goods, including motor and machinery 0 accessories. The industry pointed out that the third wave of U.S. tariff sanctions, the list and tariff range still have room for adjustment, and need to go through hearings and other procedures, there are still variables, but the supply chain can not wait until the crisis is approaching before changing the production line, prior planning, including production environment certification, logistics and transport system, coupled with Taiwan's labor recruitment is not easy, You need to prepare for the way ahead. At present, the mainframe server main board in Shanghai Songjiang playing board production, including the United States Tennessee Nashville, California Fremont and Germany Vilsairen (Wurselen) are assembly plants; Weft Ying depends mainly on the production line of the parent company, and in Mexico and other parts of the assembly plant, mainly to serve the U.S. cloud customers. Recently Guang Da, Wei Ying benefited from the continuous growth of cloud service providers, operations, Quanta uphold the chairman of the Turtle philosophy, Lin Bai, the performance forecast has always been low-key, but the cloud performance estimates are a double-digit growth response, showing its optimism, Quanta's Yunda also with VMware, IBM and other manufacturers to cooperate, From the public cloud attempt to attack the mixed cloud and private cloud market. Quanta Cloud Business Department senior vice President Yang Qiling pointed out that cloud orders continued to pour in 2,108 years, the performance is better than expected, the second half will continue to grow, quanta planning in North America, Europe and the mainland synchronous expansion, up to 30% to meet the demand for follow-up orders, of which, Germany's new production line will increase the size of the existing capacity of about 1 time times. Quanta originally had a factory in Linkou, but in recent years, as customers to transfer production lines to the mainland, and recently began to evaluate the partial server production line back to Taiwan, the current canton has not been determined. Weft-ying part, benefiting from the 2 major customers in the United States continued to increase the demand for growth, 2018 operation, the production of weft-ying depends on the parent company, whether the transfer of the mainland production lines, weft-Chuang said is still in the evaluation. The industry pointed out that, compared with the mainland, Taiwan's labour wages are higher and recruitment is not easy, production cost will exceed the original mainland production line, the future to strengthen automation is imperative, but the customer is willing to absorb more costs, still need further consultation, which is also quanta, weft Ying evaluation of the production of one of the factors, the industry also called on the government can homeopathy,
