Foxconn wants to be the king of automobile OEM? These problems cannot be ignored

不久前，被众多热心人士视为"苹果汽车"首选OEM的富士康，在鸿海科技日与玉龙汽车集团合资成立了纯电动汽车品牌富士康，并一次性发布了三款新车。

Not long ago, Foxconn, which has been regarded as the preferred OEM of "Apple cars" by many enthusiastic people, jointly established a joint venture pure electric vehicle brand foxtron with Yulong Automobile Group on Hon Hai Technology day, and released three new cars at one go.

值得一提的是，foxtron与大多数汽车公司不同。在其三款新车中，除了一款纯电动中型SUV C型和一款纯电动中型车e型外，还有一款纯电动公交车t型与乘用车建在同一平台上。

It is worth mentioning that foxtron is different from most car companies. Among its three new cars, in addition to a pure electric medium-sized SUV model C and a pure electric medium-sized car model e, there is also a pure electric bus model t built on the same platform as passenger cars.

在汽车OEM业务方面，富士康除了拥有高度灵活的MIH汽车平台架构外，还拥有强大的雄心。

In terms of automobile OEM business, Foxconn has a strong ambition in addition to the highly flexible MIH vehicle platform architecture.

富士康OEM汽车面临巨大的竞争压力

Foxconn OEM automobile has great competitive pressure

鸿海集团董事长刘阳伟曾表示，从2025年到2027年，全球电动汽车市场将达到3000万辆，公司的目标是在未来抢占10%的市场份额。

Liu Yangwei, chairman of Hon Hai group, once said that from 2025 to 2027, the global electric vehicle market will reach 30 million, and the company's goal is to seize 10% of the market share in the future.

除汽车零部件研发外，汽车研发OEM也是麦格纳的主要业务之一。其中，梅赛德斯-奔驰G级、宝马5系、捷豹i-pace等名车是其代表作。在肖磊看来，拥有70多年汽车零部件制造经验和20多年汽车OEM经验的麦格纳是一个老牌巨头，"职场新人"富士康在进入汽车OEM领域时不能忽视。

In addition to R & D of auto parts, vehicle R & D OEM is also one of Magna's main businesses. Among them, famous luxury cars such as Mercedes Benz G-class, BMW 5 series and Jaguar i-pace are its masterpieces. In Xiao Lei's view, Magna, with more than 70 years of experience in auto parts manufacturing and more than 20 years of experience in auto OEM, is an old veteran giant that Foxconn, a "newcomer in the workplace", cannot ignore when entering the field of auto OEM.

显然，如果电子代工大王富士康想与世界500强、也被称为"汽车代工大王"的巨头竞争工作，它必须在手中藏几张牌，才能有权与之抗衡。

Obviously, if Foxconn, the electronic OEM king, wants to compete for jobs with the giants who belong to the world's top 500 and are also known as the "automobile OEM emperor", it must hide a few cards under its hand to have the power to fight with it.

富士康OEM车辆的订单问题

Order problems of Foxconn OEM vehicles

众所周知，汽车制造业是一个重资产行业，汽车企业之所以选择找汽车制造商来制造汽车，主要是因为他们可以将汽车制造业的重资产转移给OEM方。因此，出生于电子产品行业的富士康能否承受汽车OEM带来的巨大压力，尚不得而知。

As we all know, the automobile manufacturing industry is a heavy asset industry, and the main reason why automobile enterprises choose to find automobile manufacturers to build cars is that they can transfer the heavy assets of automobile manufacturing to the OEM party. Therefore, it is still unknown whether Foxconn, who was born in electronic products, can withstand the heavy pressure brought by automobile OEM.

当时，威莱创始人李斌在CCTV上称江淮威莱OEM工厂"比保时捷工厂更好"，成本超过23亿元，而肇庆小鹏汽车建造的智能汽车工厂成本高达100亿元。你知道，可以看出，电子产品的OEM和汽车的OEM完全是两个概念。

At that time, the cost of Jianghuai Weilai OEM factory, which was called "better than Porsche factory" by Li Bin, founder of Weilai, on CCTV, exceeded 2.3 billion yuan, while the cost of the smart car factory built by Xiaopeng automobile in Zhaoqing reached 10 billion yuan. You know, it can be seen that OEM for electronic products and OEM for cars are completely two concepts.

第二，订单太多了。如果订单太多，可能会导致产能不足的问题。如果富士康的汽车OEM行业在"开放"初期获得大量订单，则需要投入更多资金，开设更多工厂和生产线来生产这些订单。

Second, there are too many orders. If there are too many orders, it may lead to the problem of insufficient capacity. If Foxconn's automobile OEM industry obtains a large number of orders in the early stage of "opening", it needs to spend more money and open more factories and production lines to produce these orders.

你知道，OEM的生产能力不同于传统的汽车制造业。如果传统汽车企业的工厂产能不足，往往只需要安抚零售用户的情绪，同时提高产能。在OEM方面，他们面临着汽车企业等主要客户的订单和合同。

You know, the capacity of OEM is different from that of traditional automobile manufacturing industry. If the factories of traditional automobile enterprises have insufficient production capacity, they often only need to appease the emotions of retail users while improving production capacity. In terms of OEM, they are faced with the orders and contracts of major customers such as automobile enterprises.

OEM只是新生力量的权宜之计

OEM is just an expedient for the new forces

虽然当前的汽车发展已经进入了"软件定义汽车"的时代，但通过模块化制造降低汽车硬件成本已成为汽车企业的大势所趋。然而，至少就目前的情况而言，以OEM的形式进入汽车领域仍然只是一些汽车制造新势力的权宜之计。

Although the current automobile development has entered the era of "software defines automobile", it has become a general trend for automobile enterprises to reduce the cost of automobile hardware through modular manufacturing. However, at least as far as the current situation is concerned, entering the automobile field in the form of OEM is still only an expedient measure for some new forces of car making.

事实上，小鹏汽车创业初期就是为了找到海马汽车生产其首款新能源汽车小鹏G3。然而，一旦小鹏汽车有了足够的资金，它就放弃了，把海马汽车留在了自建工厂和自动控制能力的宽阔道路上。

In fact, Xiaopeng automobile in the early stage of entrepreneurship was to find Haima automobile to produce its first new energy vehicle Xiaopeng G3. However, once Xiaopeng automobile had sufficient funds, it turned its back and left Haima automobile on the broad road of self built factories and automatic control capacity.

你知道，订单、生产能力和质量控制是汽车企业的生命线。OEM还意味着汽车企业已将生产能力移交给外部。一旦OEM方发生事故，汽车企业的订单、声誉等问题都有可能受到影响。因此，掌握自己手中的生产能力是汽车企业最可靠的事情，这也是小鹏汽车急于投入大量资金建设自己工厂的主要原因。

You know, orders, production capacity and quality control are the lifeblood of an auto enterprise. OEM also means that the car enterprise has handed over the production capacity to outsiders. Once there is any accident on the OEM side, the order, reputation and other problems of the car enterprise are likely to be affected. Therefore, it is the most reliable thing for auto enterprises to master the production capacity in their own hands, which is the main reason why Xiaopeng auto is eager to spend a lot of money to build its own factory.

Link：https://new.qq.com/omn/20211107/20211107A071PY00.html

update time：2021-11-08 14:58:01