20174£ɨػͷҵiRobotͻȻѣ3йҵڵĹ11ɨػҵרϡ337飬ַָ˸ù˾רҵ
ʱiRobotɨػڱ߶гռ80%ϣרΪ˶DZھֶгĽ
˵iRobotҪĽұҵѸiRobotЭ飬˸ۣ߰ͷǵӣMSI˳ɨػҵϵꡢȫ綯ҵ쵼߰ٵãBlackDeckeriRobotЭ飬Ʒֹͣɨػ......
Ȼ11ұҵУ1йҵֵȡʤߡܿƼɷ˾³ǣ
2005ǣȫɨػҵij֮һľӪģʽǷɨػƷ̣з졣iRobotߵ2017꣬ڵʱɨػռǰƷУҹ˾ѳΪǵĿͻ
꣬ǵԤ뽫һﵽ9Ԫң20173ڹгȥΪСĹӦ̣ɨػС״ѡ̬֮ҵڹгţSEBʤBissellŷͷͻ
ҪǣھӪģʽϣѴһɨػз칫˾תͳɨءϴص˵ĹؼԪз졢з졢гҵƽ̨˾
ģӹɷCEOҶ١ܾ涭»ۡCTOӪĸܼƳ٣Ƕ¡ԶʱִжҵʱܾģչǶصת˼
3ڣģʽȡ˫ͻƣ
1.Ļ
2017꣬è۵ɨػƷ1602019꣬ݣгǰƷơ˹СʯͷгռѺϼƸߴ71%
ڸٷչ˼֮йɨػгƷ̵һݶѾγɡ
˿С֮⣬˹ʯͷҲֱ20182019ɹ½AͿƴ壬ֱֵ242.97Һ339.33ң915ݣΪΨɨػй˾
ɨػгԽĻѲˡ
ʵϣйɨػҲд
ͻĵһйгǰĵʺδӴ
һŷһгйɨػ˵дȫݣɨػйغмֻͥ5%ڵسֻ0.4%Զձŷ10%ͱг13%
dzɨػDZԱϴ»յȡÿÿرĸʼõҵijڣҵһ90%ϡ
Աصŷͥ㣬йɨػ˵гģϵռ䣬۶Ҳ201979ңѯݣߵ200ڣԶԱꡰϴ»ȼҵ㣬гΪһ1000ڵг
ͻĵڶǵǰƷ̵ķ֡
ǿ˾гDZ2015ġƼҵҵɨػ˵г±仯
ԶʱҵߡӹɨػδܼҾӵҪɲ֣δ߽ǧҵ糧ڶڻܼҾӣŹԼƷĻᡣ
ȻƿɨػȸСȫ漰ءӲںϵȶÿһҪһʱ۲ܴгⲻһչIJƷߣ˼Ļ۲㣬Ʒ̶ڲƷܺûİҲ
磬2017꣬ijձҵƷ̾зһɨػ˲Ʒijйҵȴ¬ȫ3̨ΪԱȵǣ˹ĵرϵе8ƷƽΪ40̨320̨
ǻƽбεĴ2010ңһΪ֪ҵȫɨػ˵IJҵֹƷ̻˼Ʒ
ȻODMҲԼʹ㡣
һֱվСסġƷODM̶ǰƷ̵ƲƷְôôֲƷ塢졢ۻڷģʽԴŷա
Դʵ¡
CTOӹ̻꣬ͬʱΪͻÿͻƻеĶҪеĶԴҪеĶϲҪʹͬһƷҲͬͺš
ԲͬĶƻODMҪͬĿÿĿҪ10ңڲԴһսģʽĿĿɸԲԹģƹ㡣
ʹĿµֳˣƷһ
ͳIJҵֹODMOEM̲Ʒ壬ǰƷ̵죬ѿгᵽƷ̶гİգ⺺ˮƽղƷͱһѧ
ͬʱODM̷Լֻз컷ڣڴ㷨Ⱥ㲿ᱻӦ̡ۡӦڶҲһҪODMм价ڵijɱ
նϡ
ӪĸܼƳٸߡӹһ㴫ͳODM̵ëֻв10%͡
֮£ӵƷƵij̻иߵۿռ䡣ݿ˹ʯͷ2019Ʊɨػ˵ëʷֱΪ44.86%37.47%ODM߳3~4ҡ
ҲˡƷ̳⣬ODMľ档
ԣԴӴɨػ˳˵ҪץסᣬؼڵǰԴͼҵ繫˾Ϊĸ·ƷƳ̷»ҵܷͻܽģʽ˵ƾַʽ
֮ⷨһתOBMOriginal Brand ManufactureӪƷơ
Կ˹Ϊ2009ƳƷƵر2019ʮ֮䣬һֱOBM ODMģʽеĽΡ2019˹˳ԭеķODMҵҵľ۽Ʒ֮ϡһ֮ԭȵODMҵռ˾ıشһ10.5%½1.2%
˹һһ·ߡ˵˹ķʽǡODMǵķʽǡǸ˵ڶֽⷨODMĽһOPMOriginal Product Manufacturer
һģʽCEOҶ2017״ںԡƷProductڹȥODMơз컷֮ϣƷ塢гؼԪзڡ
ڶָͬĿ꣺ЧʺͻȨʵϣΪƷ̱Ļҵ֮
һǰǰ걬ĵ̡Ϊһ˵ѵƷ࣬վڷõʵƷкܶ࣬ڷڵҲܶ࣬ڱͷά
ǵ˼·ODMƿĸԴƹȥĿƣƽ̨ͲƷƵг
2.λһ
OPMеPҲProductIJ֣3ΣһƷɨػˡϴػˡػˡˣǹؼԪģƷ紫㷨ӵȣгƷҪƷṩһ廯IJƷͼеۺ
3εIJƷתȡ˳ɹ
棬ĿǰΪֹѾзʮƽ̨ƾƽ̨ǵIJƷһ룻гۺ棬ΪСסʤȿͻṩӲƷ塢졢гӪͿͷȫں㲿棬ѾԼļ״ﴫֵȶ
ӦأΪOPMģʽתͣҲܹ֯ش
CEOҶٸߡӹ2018dz˲Ʒг鵽ӪĹϽгͲƷijǵһ£ڴͳODMвڡ
ҵϿʼջڣȥΪСĹӦ̣ȷԪĶĺҲ20181Ʒչ5ɹҲԪгռ˹зģʽɨػ25%ijڷݶ
Ҷӹʾ Ԥƽɴ9Ԫÿᳬ80%
ȻɹȻһ2014OPMתͲһͣһΡ
һΣǴгͨݡʹóݷƷIJƷƽ̨˹ȥƻĿЧʵ͡ɱߵʹ㡣
ƽ̨пǺ͵ǣҲɨػӵIJ֣൱ڵ̺Ǽܣͨͬijߴ͵ʽϳͺš
CTOߡӹƽ̨ǽȥĿ01зǰãǰ80%~90%ĹͻֻҪڴ˻һЩѡͣɫȡ
ˣһƽ̨ͬʱͻġͬIJƷǶԣзͶá
ӹһˣǰһĿҪͶ10ҡ3ṹʦ2Ӳʦ5ʦڵĻƽ̨ͬάȴͬʱĸĿÿĿٶ䱸һƷʦɣЧ
ɱļ٣ڲϳɱļ١ʾΪƽ̨ĿɸԣÿһƷģߵĿܽʡ
2018꣬зĿƽ̨2020꣬зĻƽ̨ʮ
ڻƽ̨Ļ֮ϣ2018ļӭת͵ĵڶΣΪƷṩһ廯IJƷҲгͲƷҪְ
ʱDzһҵɨػ칫˾һг˾
гڣһǰʣۺ
ǰڣDzǹȥؽƷ̵ĶƻҪͨгƷͻƽ̨Эͬ뵽Ʒ滮ڡ
ͬʱ롰˼άڲƷһʱͽͻûڲ⣬ûһһ¼ڸƲƷܵͬʱܽܽΪQ&AԿͻۺԱѵ
ǰ+ۺгǺƷ̴˫Ӯ
ȫµĺģʽ£ڴԭȵ83~4£ЧһܼӹʾOPMģʽԼܸͻʡ3%~10%ijɱ
г2020ΡģҵηչԼġ̬ϵͳ
ģԸݹܷΪ֪ģ顢ģִģ飬ӲҲ
OPM֮ǰͳODM̶ģ鶼ڲԼɹԼʹá꿪ʼʽģţ۸ⲿͻ
ΪʵĿģмͶ˫£ģзϾ߱ȷơ
ǵԭǺļһҪԼҪһġѧѡ֮ǰӦ۵ļѡзȥӦĺһƷ
ڲϵŻ֮£ǵĵѾȹӦ̵ķԴˣCTOġ
֮⣬ҲѧϰС̬ģʽгһЩõļ˾Ͷʲ
ĿǰһͶҹ˾һˢĹ˾һIoTӦÿĿƼ˾
ڽ8£ǻļսԺʱܾĸߡӹзӦϰʵֹϵŻ
ˣ˴һɨػз칫˾з졢ؼԪģ飩з졢гλһתͣҲOPMģʽĺġ
תУҲһЩص˼
3.ⴴ
ǵ˼ڣ˹ܡƼ㡢5G¼һ˳ɨػ˵ķչ
ԶʱҵߡӹɨػΪͥΨһһƶļҵƷ˺ܶռ䡣AIȼƶ£ɨػԽԽܻ⣬Ծ߱ܣпܻᷢչΪܼҾӵĿƽ̨
ܻɨػʼ2016ʯͷƳļƾʵʱͼܷȹѸг
Ȼ֮Ľ죬еɨػ˳̶ƿ㷨ŻƽޣʹӴͶʶ𣬶ûЧҲԡ
CTO㷨ķû⣬㷨ҲڳͶ룬ǵзŶӳ30ҵĴ²ţAPPзԼᵽͶʵIoT˾
ǣǿ㷨ͬʱӦøעĴ£ṹṹĴ£ֱӡûֱܹ۸ܵģͶȸߣѶȷ
ӹעʵɨػ˺˾ƾƳһԶϴϲIJƷȻ㷨ʹ˼˹ʯͷķ£ȴӽṹ³˹ϲķգֱʹ㡣
㷨֮ĽṹϵĴ£Ҳǵһɫ
ר棬ԵΧɨػĵؼ졢ɨʽˮȷ棬˴Ľṹר֮⣬ҲܿרǿȡɨķˢרֻѾԽɨĹȫǡ
ڲƷУڴͳɨػ֮չ˸IJƷߣϴػͲػ
ߡӹǻƳһµ˲Ʒ漰ṹĴ£һȫµģʽŻҵȽϴӰ졣
ṹµȱڻᱻͬѸٸҪĴ¡
ԴˣǵķԤС2017꿪ʼԽԽӼзͶ룬Ӳṹ涼ԼԤС顣
ԤдһIJȷԡΪˣCEOҶٱʾÿͶ7%~8%Ϊзá
ڴһͳз칫˾ΪһҼ˾з˾Ʒ˾
2019꣬OPMģʽתǣë˫˫˹ʯͷƷȣëʻкܴռ䡣
һʵǰȻѾͨȫҵDzǿߵOBMת͡ƳԼƷأ
4.ιھ
ʵϣDzûԼƷơ
201512£µϤޣXrobot˾5з1ڣƳƷinxniڣɨػˣ5³ɹձгҲǹҴģձгɨػƷơ
ʱǵķչ·һΪOPMģʽתϵзͶ룻һߴͶƷinxni
Ȼձгһ֮iRobotרϴսǵķչࡣ
ԶʱҵߡӹȻǻ۵ļзôϧҲҪרϴȥҲӮ
ǽԴרбͬʱзҲҪ߲ɼãֻʱinxniƹ㡣
ֵһǣϤޣXrobot˾ڽ8±ΪڷƼ˾ƷԭȵCɨػתΪBɨػˡ
仰˵ƷƣܲǺǻһCƷתBˡ
רϰǵʤһ䣬ǵOPMģʽѾ죬ʰCƷƵҲѾ߱
Dzô
CEOҶٿԼƷΪ˻øߵг㣬ʹDzƷƣҲġ
²ߵʣʷԭġ
20181130DZжӮרϣֱ20193²ɺشĵȳDzƷijʱ䣬һȵĺܵӰ졣ͬʱ2019óսǵɨػǵڶ25%˰IJƷ
ۺϿ֮£Dzû߲Ʒ۸µë͡
ЩʷԭѵõԶʱҵΪδOPMתͲ룬ɨṹ㷨ȺļͶ뽫ƷͼIJŻëȫ30%ϡ
չδǶгҲġ
ܸܾ涭»۸ߡӹɨػһ͵ġƷ˼ʻһԷΪΣϵɨػ˶L1L3ΡɨػʵL3L4L5ĿԽ̶ܻȺͼݽһߣҲŵ۸ڳ˵ζŸߵëĻǺӣⷽļԤȷơ
˵Ʒļ۸֮⣬DzCƷƵһǸλڵгռ䣬紫ˢɨػרоƬȡ
CEOҶһĿǰĶλñƷ̶ġɨػҵҵģʽ˵ʼһto Bҵ
ƷƣƷ̵ĹϵӺɾľ档ҶٸߡӹͻȫУڵIJͻγɹӮ
⣬ѵӲƷһҵԼto CƷҪѸ߰ĹӪ۷áҪ˾IJƱǿԿʯͷͿ˹Ϊ2019۷ʷֱΪ8.4%23%ˣֽƷƻи߶ƷƹͶ롣
ĿǰѾռȫ10%гݶŹͻͷţǵгռʻܽһߡ
ͨƷƱ֪ϸķʽ߽ǧDzͬҵѡ֮
йȫɨػгĹڿ˹СסʯͷiRobotƷ̵Ļ⣬ҲιھĿռ䡪ǸۣиĿܡ
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