How do Apple, Samsung, Huawei and OPPO break through the epidemic "grey rhino"?

Apple announced in mid-February that it would miss its financial guidance for the March quarter due to the coronavirus outbreak
.
Apple said it expects to hit $63 billion to $67 billion in revenue in the March 2020 quarter, but that goal is likely to be elusive at the moment due to falling customer demand in China and a constrained global iPhone supply
.

Apple's concerns about quarterly targets are not unfounded
.
In addition to Chinese factories affected by the new crown epidemic, its supply chain companies in South Korea are no exception
.

According to the latest news from foreign media, LG Innotek, an Apple camera module supplier, has closed a factory in Gumi, South Korea after an employee was diagnosed with the new crown virus
.

According to reports, Gumi City is home to a number of consumer electronics manufacturing factories in South Korea, involving technology companies such as Samsung Electronics and LG Electronics
.
The city is relatively close to Daegu, South Korea, which is the center of the outbreak of the new coronavirus in South Korea
.

Samsung: Transferring some production lines to Vietnam

According to foreign media reports, Samsung Electronics announced that it will temporarily transfer some smartphone production tasks from South Korea to Vietnam
.

Samsung announced that it has temporarily closed its smartphone factory in Gumi, South Korea again, after another worker tested positive for the coronavirus
.

Affected by the epidemic, the smartphone factory in Gumi has been closed several times recently
.
The factory is responsible for the production of Samsung's flagship smartphone G20 and Z Flip foldable phone
.
But six employees at the plant have contracted the novel coronavirus since the end of February
.

In a statement, Samsung said: "The transfer of some high-end smartphone production to Vietnam is aimed at supplying consumers with products in a more efficient, stable and timely manner
.
Once the epidemic has stabilized, this part of production will also be moved.
Back to the Gumi factory
.
"

Over the past decade, Samsung has moved most of its smartphone production to Vietnam
.
At present, more than 50% of Samsung's mobile phones are produced in Vietnam, and the Gumi factory accounts for only a small part of Samsung's total output
.

Huawei: The supply of the second-generation folding screen mobile phone Mate Xs is not optimistic

Huawei's second-generation folding screen mobile phone, Mate Xs, was officially launched at 10:08 a.
m.
on March 5.
Although the price was as high as 16,999 yuan (currency unit: RMB, the same below), the sale was "sold out"
.
However, some supply chain sources told the media that the supply situation is still not optimistic
.

Huawei's second-generation foldable phone, the Mate Xs
.

In early January, Huawei revealed that the sales of the first folding screen Mate X showed that the Mate X has sold 100,000 units per month since it was launched in the Chinese market in November last year
.

Huawei said it is working with suppliers to increase the production capacity of the Mate
X.
Huawei's supply chain once provided a set of data saying that the monthly production capacity of Mate X is about 50,000 units, and the difficulty of craftsmanship and quality is far greater than that of any mobile phone.
As the exclusive supplier of screens, BOE is also actively working on this folding piece for Huawei.
screen
.

A person familiar with Huawei's supply chain said, "In the early stage, due to too many components, the yield rate was low, and 1-2 out of 10 units would have problems, which made production more difficult.
However, Huawei has basically solved the problem, but with the With the arrival of the epidemic, some parts suppliers have stopped work, which will have a certain impact on production capacity in the short term
.
"

It is reported that this screen is still supplied by BOE.
Although it did not stop work during the epidemic, some other parts suppliers have stopped work to varying degrees, which directly slowed down the production progress as a whole
.
The supply in the early stage is not optimistic, and the production capacity of the new folding models will be affected to a certain extent
.

It is reported that the Mate Xs will be equipped with a better hinge, a stronger display and a Kirin 990 5G processor than the Mate
X.
In addition, Huawei has applied for two new patents in a row, one is a flip-up full-screen folding screen phone shape, and the other is a top-down folding >
.

OPPO: Release new 5G products online, automation can reduce the impact of the epidemic

On March 6, OPPO held an online launch of the new 5G mobile phone Find X2 series
.
The event, which was supposed to be presented at the Mobile World Congress in Barcelona last month, has finally moved from offline to online due to the impact of the new crown pneumonia epidemic
.

Liu Bo, vice president of OPPO and president of the emerging mobile terminal business unit, said in an interview with the media that India closed all customs when the case was first discovered, and the entire supply chain was completely blocked; "people" is the most serious problem in the epidemic.
Products manufactured in Japan and South Korea have a high degree of automation and are less affected by labor.
It can be solved by making plans and stocking in advance
.

For electronic equipment manufacturers, the epidemic has tested the ability of manufacturers and supply chain partners to collaborate and adjust quickly
.
OPPO said that it has factories in China, India, Indonesia, Algeria, etc.
, which can effectively support global production, thereby reducing the impact of specific epidemic areas
.