Text has production bases in Taiwan, Vietnam, and the Czech Republic, and is currently planning the third phase of the Vietnam factory.

(Photo by reporter Jin Changling)

Reporter Wang Yihong / special report

Demand is buoyant and geopolitical risks are heating up. In the past two years, China Netcom operators have not hesitated to expand their factories.

The picture shows Qiqi.

(Photo by reporter Jin Changling)

The Netcom industry was affected by the first wave of the US-China trade war, which also set off a wave of Netcom operators expanding their factories outside of China. In response to the strong demand for orders and the rising geopolitical risks, the Netcom operators have expanded their factories in the past two years. .

The demand for orders is buoyant, and the expansion of the Netcom factory is not relentless

In the face of rising geopolitical risks, companies can only resolve them through global deployment and localized manufacturing, and then serve customers. Therefore, many Netcom factories have opened up new production capacity at home and abroad in the past two years.

In the foreign part, considering that Vietnam is relatively close to China and has a relatively complete supply chain, including Zhengwen (4906), Zhiyi (3596), Mingtai (3380), Qiqi (6285), Zhibang (2345), Shenzhun ( 3558) and many other Internet companies, all choose to settle in Vietnam for their new factories.

And Zhonglei (5388) is deployed in the Philippines, India and other places.

Zhong Lei pointed out that the consideration for setting up a factory is the demographic dividend. India and the Philippines have high birth rates, and India has a particularly large demographic dividend.

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Shenzhun, which uses Taiwan as its production base, will start mass production in March in addition to the original Taoyuan factory, which will double its production capacity. Considering the shortage of workers in Taiwan, it has evaluated the establishment of a factory in Vietnam.

Cai Wenhe, chairman of Shenzhun, said that the construction of the Vietnam factory is expected to be finalized in the second quarter, and it will start production in 2024. In the future, the production capacity ratio between Taiwan and Vietnam will be 5:5.

In addition, it is also evaluating the establishment of R&D centers in the United States and India.

The mass production of Qiqi and Zhibang Vietnam factories accounted for 40% of the production capacity of Zhonglei Philippines factory

Qiqi and Zhibang actively set up factories in Taiwan and Vietnam.

In the third quarter of last year, Qiqi’s new factory in Vietnam joined mass production, and the third factory in Nanke, Taiwan moved to the factory in the first quarter of this year. It is estimated that the production capacity of the Chinese factory this year will account for 25%, Vietnam about 25%, and Taiwan’s Zhuke and Nanke factories about 50% %.

Zhibang passed the Vietnam investment case last year and is expected to mass-produce in the first half of this year.

In addition, the Zhubei AI Park, which costs 3 billion yuan, is expected to be put into operation in the first half of 2024.

At that time, non-Chinese production capacity will be further increased from the current 70%.

With Zhonglei setting up factories in the Philippines and India, China's production capacity has dropped from 90% in the past to 40% in 2022. After the new production capacity of the Philippine plant was launched in the fourth quarter of last year, the production capacity this year will account for 40%, which is comparable to that of China. Same.

Mingtai Hsinchu plant added a new production line at the end of last year. In addition to the original plant in Vietnam, the new plant in July last year is expected to be mass-produced in the second quarter of this year. In the future, the production capacity of Taiwan and Vietnam will be equivalent, and the production capacity of Taiwan and Vietnam will account for than about 40%.

Text has production bases in Taiwan, Vietnam, and the Czech Republic. Currently, the first phase of the Vietnamese factory is fully loaded with capacity, and the second phase of production capacity has recently been launched. Currently, the third phase is actively planned.

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