相关链接

Conclusion:

The closed management in Shenzhen and Dongguan this time has a limited impact on the mobile phone supply chain. It mainly reflects the decline in the logistics speed of parts and components entering customs, which affects the turnover speed of the mobile phone supply chain. The impact time is about 0.5-1 day. At present, there is no serious disruption of supply.

Reasons:

1）The southern mobile phone makers are all in production. If the time lasts for a week, the impact will be relatively limited. The factory is in operation. The factory workers are stationed in the factory and conduct daily nucleic acid tests to ensure the normal operation of the factory.

2）The current impact is mainly due to the decline in the efficiency of Hong Kong's logistics into Shenzhen port. Take Foxconn's Shenzhen factory as an example. Before that, it entered the Shenzhen Free Trade Zone directly from Hong Kong. At present, affected by the epidemic control, intermediate logistics need to change the means of transportation when entering the port, and the average time will be extended by about 0.5-1 day.

3）At present, the “incoming and outgoing” customs of parts and components will be affected to varying degrees. Including products entering and exiting from Shenzhen, Dongguan, and Hong Kong, the inspection and quarantine time will be extended.

4）It is understood that the proportion of the set maker Foxconn to Apple is about: 80% (Zhengzhou): 8% (Shenzhen): 12% (Chengdu & Taiyuan). So if Shenzhen is closed for a week, which has a limited impact on iPhone assembly.

5）Shenzhen, Dongguan, and other major parts factories have not shut down significantly, but the current round of epidemic blockade has affected the expectations of set makers for the overall market this year.

中文：

深圳 “疫情封锁“ 对智能手机市场影响有限

结论：

本轮深圳、东莞封闭管理对手机供应链的影响有限，主要体现零部件入关等物流速度下降，影响手机供应链的周转速度，影响时长大概在0.5-1天左右，并未出现严重中断供应现象。

说明：

1. 南方手机厂商均处于生产状态，如果时间持续一周，其影响相对有限，工厂处于运作状态，工厂工人目前基本都驻厂并进行每天核酸，以保证工厂的正常运转。

2. 目前影响主要是香港物流入深圳港口的效率下降，以富士康深圳工厂为例，之前直接由香港入深圳保税区，目前受到疫情管控等因素影响，中间物流入港需要更换运输工具，效率平均会延长0.5-1天左右。

3. 目前零部件 “进出”海关都会受到不同程度的影响，包括从深圳、东莞、香港进出关的产品，其审查检疫时间延长。

4. 据了解，整机厂商富士康给苹果代工的比例约为：80%（郑州）：8%（深圳）：12%（成都&太原），因此深圳封闭管理一周，对iPhone组装影响有限。

5. 深圳、东莞等主要零部件工厂并未大幅度停工现象，但本轮疫情封锁影响了整机厂商对于今年整体市场的预期。