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鴻海下一站歐洲設電動車工廠 毛利率提升靠零組件與數位轉型
鴻海（Foxconn）於昨日（2021.8.12）舉行2021年第二季法說會，董事長劉揚偉表示，電動車工廠除了在美國與泰國布局之外，下一個將前往歐洲設廠，正在與當地合作夥伴Stellantis洽談中。
他強調，由於目前車用零組件毛利率約20%到30%，模組毛利率約10%，遠比系統組裝毛利率（低於3%）高，所以今年（2021）集團在車用零組件營收將超過百億元，年增40%，明年的成長更大。而未來若要把鴻海整體毛利率提升到7%，要靠零組件與數位轉型；要提升到10%，就要靠新事業例如電動汽車而電動巴士會先於2022年推出。....
【 Bridging Tech & Autos | #蘋果到特斯拉 #蘋果到鴻海 】
Shorter product cycles, overall speed, and more importantly the fundamental shift to EV’s skateboard-like architecture - check out how supply chain becomes more than just supply chain in this comprehensive article on #FT!
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“In a matter of just months, #Foxconn has assembled more than 1,200 member companies in #MIH, from software giants like #Arm to auto suppliers like German plastics parts maker #Konzelmann. It has also set up joint ventures with Chinese and Taiwanese carmakers, is working on a partnership with #Stellantis, the car group formed by the merger of FCA and PSA, has a co-operation agreement with Chinese electric vehicle company #Byton and signed a deal to manufacture for US electric vehicle designer #Fisker from late 2023.”
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