In order to accelerate the diversification of production risks, the major foundries have successively set up factories in Southeast Asia, officially kicking off the supply chain migration. The industry is optimistic that in the future, the completion of the EMS foundry production capacity will drive peripheral batteries, Enclosure, testing, and other industries go to set up factories, and equipment factories such as Yaxiang and Shenghui are expected to usher in greater business opportunities.

U.S. President Biden is about to take office, but the situation of "One World, Two Systems" has not changed as a result. In addition to the resurgence of doubts about the second outbreak of the epidemic, the latter part of the supply chain has accelerated the transfer to Southeast Asia, especially Apple Suppliers are the most active.

Although Wistron India, one of Apple’s foundries, has recently caused local employees to riot due to labor wage disputes, Apple has not given up on expanding its manufacturing plans in India and expects to move to lower-cost regions. Manufacturers release incentive policies and also provide suppliers with a development niche.

With the great migration of the supply chain, Shenghui and Yaxiang also saw a surge in demand for mechanical and electrical engineering and clean room equipment. This year, the performance of Southeast Asia has shown a multiple growth rate, and Shenghui has increased by more than ten times. In addition to benefiting from the original base period In addition to the low level, the main reason is that many customers set up factories, driving the performance of Southeast Asia to leap forward.

Looking ahead, as the global situation has been roughly established, it has become a consensus among brand customers and foundries to disperse production capacity in Southeast Asia. In the future, the completion of EMS foundry production capacity will drive more peripheral component manufacturers to set up factories in Southeast Asia. The region will become a new blue ocean market for equipment manufacturers.