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ֺ+ ༭ӿ챨 Ŀ¼δ֪ 2020-10-12 10:59 Ҫ( )

20174£ɨػͷҵiRobotͻȻѣ3йҵڵĹ11ɨػҵר337飬ַָ˸ù˾ר

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20174£ɨػͷҵiRobotͻȻѣ3йҵڵĹ11ɨػҵר——337飬ַָ˸ù˾רҵ𶯡

ʱiRobotɨػڱ߶гռ80%ϣרΪ˶DZھֶгĽ

˵iRobotҪĽ——ұҵѸiRobotЭ飬˸ۣ߰ͷ΢ǵ(MSI)˳ɨػҵ;ϵꡢȫ綯ҵ쵼߰ٵ(BlackDecker)iRobotЭ飬Ʒֹͣɨػ......

Ȼ11ұҵУ1йҵֵȡʤ——ܿƼɷ޹˾(³)

2005ǣȫɨػҵij֮һľӪģʽǷɨػƷ̣з졣iRobotߵ2017꣬ڵʱɨػռǰƷУҹ˾ѳΪǵĿͻ

꣬ǵԤ뽫һﵽ9Ԫ20173ڹгȥΪС׵ĹӦ̣ɨػС״ѡ̬֮ҵ;ڹг(SEB)ʤ(Bissell)ŷͷͻ

ҪǣھӪģʽϣѴһɨػз칫˾תͳ˰ɨءϴص˵ĹؼԪз졢з졢гҵƽ̨˾

ģӹ꡹ɷCEOҶ١ܾ涭»ۡCTOӪĸ߼ܼƳ٣Ƕ¡ԶʱִжҵʱܾģչǶصת˼

3ڣģʽȡ˫ͻƣ?

1.Ļ

2017꣬è۵ɨػƷ1602019꣬ݣгǰƷ——˹С׺ʯͷгռѺϼƸߴ71%

ڸٷչ˼֮йɨػгƷ̵һݶѾγɡ

˿С֮⣬˹ʯͷҲֱ20182019ɹ½AͿƴ壬ֱֵ242.97339.33(915)ΪΨɨػй˾

ɨػгԽĻѲˡ

ʵϣйɨػҲд

ͻĵһйгǰĵ͸ʺδӴ

һŷһгйɨػ˵͸дȫݣɨػйغмͥ͸ֻ5%ڵسֻ0.4%Զձŷ޵10%ͱг13%

dzɨػDZԱϴ»յ“ÿÿر”ĸ͸ʼõҵijڣҵ͸һ90%ϡ

Աصŷͥ㣬йɨػ˵гģϵռ䣬۶Ҳ201979(ѯ)ߵ200;ԶԱ“ϴ»”ȼҵ߼㣬гΪ޴һ1000ڵг

ͻĵڶǵǰ󲿶Ʒ̵ķ׷֡

ǿ˾޴гDZ2015ġƼҵҵ׷׽ɨػ˵г±仯

Զʱҵߡӹ꡹ɨػδܼҾӵҪɲ֣δ߽ǧ򻧣ҵ糧ڶڻܼҾӣŹԼƷĻᡣ

Ȼƿ——ɨػȸСȫ漰ءӲںϵȶÿһҪһʱ۲ܴгⲻһչIJƷ;˼Ļ۲㣬Ʒ̶ڲƷܺûİҲ׼

磬2017꣬ijձҵƷ̾зһɨػ˲Ʒijйҵȴ¬ȫ3̨ΪԱȵǣ˹ĵرϵе8ƷƽΪ40̨(320̨)

ǻƽбεĴ——2010ңһΪ֪ҵȫɨػ˵IJҵֹƷ̻˼Ʒ

ȻODMҲԼʹ㡣

һֱվСסġƷODM̶ǰƷ̵ƲƷ׷ְôôֲƷ塢졢ۻڷģʽԴŷա

Դʵ¡

CTO߼ӹ̻꣬ͬʱΪ׷ͻÿͻƻеĶҪеĶԴҪеĶϲҪ󣬼ʹͬһƷҲͬͺš

ԲͬĶƻODMҪͬĿÿĿҪ10ңڲԴһ޴սģʽĿĿɸԲԹģƹ㡣

ʹĿµֳˣƷһ

ͳIJҵֹODMOEM̲Ʒ壬ǰƷ̵죬ѿгᵽƷ̶гİգ⺺ˮƽ⵼ղƷͱһ“ѧ”

ͬʱODM̷Լֻз컷ڣڴ㷨Ⱥ㲿ᱻӦ“׬”ӦڶҲһҪODMм价ڵijɱ

׶նϡ

Ӫĸ߼ܼƳٸߡӹ꡹һ㴫ͳODM̵ëֻв10%͡

֮£ӵƷƵij̻иߵۿռ䡣ݿ˹ʯͷ2019Ʊɨػ˵ëʷֱΪ44.86%37.47%ODM߳3~4ҡ

Ҳ“Ʒ̳⣬ODM”ľ档

ԣԴӴ𲽵ɨػ˳˵ҪץסᣬؼڵǰԴͼҵ繫˾Ϊĸ·ƷƳ̷׷׽»ҵܷͻܽģʽ׶˵ƾַʽ

֮ⷨһתOBM(Original Brand Manufacture)ӪƷơ

Կ˹Ϊ2009Ƴ׿ƷƵر2019ʮ֮䣬һֱOBM ODMģʽеĽ׶Ρ2019˹˳ԭеķODMҵ񣬽ҵľ۽Ʒ֮ϡһ֮ԭȵODMҵռ˾ıشһ10.5%½1.2%

˹һһ·ߡ˵˹ķʽ“”ODMǵķʽ“”Ǹ˵ڶֽⷨODMĽһ——OPM(Original Product Manufacturer)

һģʽCEOҶ2017״ں“Ʒ(Product)”ڹȥODMơз컷֮ϣƷ塢г񡢹ؼԪзڡ

Ϊʲô˵ɨػ˵ĻŸոտʼ

ڶָͬĿ꣺ЧʺͻȨʵϣΪƷ̱Ļҵ֮

һǰǰ걬ĵ̡Ϊһ˵ѵƷ࣬վڷõʵƷкܶ࣬ڷڵҲܶ࣬׬ڱͷά

ǵ˼·ODMƿĸԴƹȥĿƣƽ̨ͲƷƵг

2.λһ

OPMеPҲProductIJ֣3ΣһƷ(ɨػˡϴػˡػˡ);ǹؼԪģƷ紫㷨ӵ;гƷҪƷṩһ廯IJƷͼеۺ

3εIJƷתȡ˳ɹ

棬ĿǰΪֹѾзʮ“ƽ̨”ƾƽ̨ǵIJƷһ;гۺ棬ΪСסʤȿͻṩӲƷ塢졢гӪͿͷȫ;ں㲿棬ѾԼļ״ﴫֵȶ

ӦأΪOPMģʽתͣҲܹ֯ش

CEOҶٸߡӹ꡹2018dz˲Ʒг鵽ӪĹϽгͲƷijǵһ£ڴͳODMвڡ

ҵϿʼջڣȥΪС׵ĹӦ̣ȷԪĶ;ĺҲ20181Ʒչ5ɹҲԪгռ˹зģʽɨػ25%ijڷݶ

Ҷ򡸼ӹ꡹ʾ Ԥƽɴ9Ԫÿᳬ80%

ȻɹȻһ2014OPMתͲһͣһ׶Ρ

һ׶ΣǴгͨݡʹóݷƷIJƷ——ƽ̨˹ȥƻĿЧʵ͡ɱߵʹ㡣

ƽ̨пǺ͵׿ǣҲɨػӵIJ֣൱ڵ̺͹Ǽܣͨͬijߴ͵ʽϳͺš

CTOߡӹ꡹ƽ̨ǽȥĿ01зǰãǰ80%~90%ĹͻֻҪڴ˻һЩ򵥵ѡͣɫȡ

ˣһƽ̨ͬʱͻġͬIJƷ󡣶ǶԣзͶá

򡸼ӹ꡹һˣ“ǰһĿҪͶ10——3ṹʦ2Ӳʦ5ʦڵĻƽ̨ͬάȴͬʱĸĿÿĿٶ䱸һƷʦɣЧ”

ɱļ٣ڲϳɱļ١ʾΪƽ̨ĿɸԣÿһƷģߵĿܽʡ

2018꣬зĿƽ̨;2020꣬зĻƽ̨ʮ

ڻƽ̨Ļ֮ϣ2018ļӭת͵ĵڶ׶ΣΪƷṩһ廯IJƷҲгͲƷҪְ

ʱDzһҵɨػ칫˾һг˾

гڣһǰʣۺ

ǰڣDzǹȥؽƷ̵ĶƻҪ󣬶ͨгƷͻƽ̨໥Эͬ뵽Ʒ͹滮ڡ

ͬʱ“˼ά”ڲƷһ׶ʱͽͻûڲ⣬ûһһ¼ڸƲƷܵͬʱܽܽΪQ&AԿͻۺԱѵ

ǰ+ۺг񣬸ǺƷ̴˫Ӯ

ȫµĺģʽ£ڴԭȵ83~4£Чһܼ򡸼ӹ꡹ʾOPMģʽԼܸͻʡ3%~10%ijɱ

г2020׶——ģҵηչԼ“̬ϵͳ”

ģԸݹܷΪ֪ģ顢ģִģ飬ӲҲ

OPM֮ǰͳODM̶ģ鶼ڲԼɹԼʹá꿪ʼʽģţ۸ⲿͻ

ΪʵĿģмͶ˫£ģзϾ߱ȷơ

ǵԭǺļһҪԼҪһ“ѧ”֮ǰӦ׬۵ļ⵼ѡзȥӦĺһƷ

“ڲϵŻ֮£ǵĵѾȹӦ̵ķ”ԴˣCTOġ

֮⣬ҲѧϰС̬ģʽгһЩõļ˾Ͷ

ĿǰһͶҹ˾һˢĹ˾һIoTӦÿĿƼ˾

ڽ8£ǻļսԺʱܾĸߡӹ꡹з͹ӦϰʵֹϵŻ

ˣ˴һɨػз칫˾з졢ؼԪ(ģ)з졢гλһתͣҲOPMģʽĺġ

ת͹УҲһЩص˼

3.ⴴ

ǵ˼ڣ˹ܡƼ㡢5G¼һ˳ɨػ˵ķչ?

Զʱҵߡӹ꡹ɨػΪͥΨһһƶļҵƷ˺ܶռ䡣AIȼƶ£ɨػԽԽܻ๦⣬Ծ߱ܣпܻᷢչΪܼҾӵĿƽ̨

ܻɨػʼ2016ʯͷƳļ⵼ƾʵʱͼܷȹѸг

Ȼ֮Ľ죬еɨػ˳̶ƿ㷨ŻƽޣʹӴͶʶ𣬶ûЧҲԡ

CTO㷨ķû⣬㷨ҲڳͶ룬ǵзŶӳ30ҵĴ²ţAPPзԼᵽͶʵIoT˾

“ǣ”ǿ“㷨ͬʱӦøעĴ£ṹṹĴ£򵥡ֱӡûֱܹ۸ܵģͶȸߣѶȷ”

ӹ꡹ע⵽ʵɨػ˺˾ƾƳһԶϴϲIJƷȻ㷨ʹ˼⵼˹ʯͷķ޶£ȴӽṹ³˹ϲķգֱʹ㡣

㷨֮ĽṹϵĴ£Ҳǵһɫ

ר棬ԵΧɨػĵؼ졢ɨʽˮȷ棬˴Ľṹר֮⣬ҲܿרǿȡɨķˢרֻѾԽɨĹȫǡ

ڲƷУڴͳɨػ֮չ˸IJƷߣϴػͲػ

ߡӹ꡹ǻƳһµ˲Ʒ漰ṹĴ£“һȫµģʽŻҵȽϴӰ졣”

ṹµȱڻᱻͬѸٸҪĴ¡

ԴˣǵķԤС2017꿪ʼԽԽӼзͶ룬Ӳṹ涼ԼԤС顣

ԤдһIJȷԡΪˣCEOҶٱʾÿͶ7%~8%Ϊзá

ڴһͳз칫˾ΪһҼ˾з͹˾Ʒ˾

2019꣬OPMģʽתǣë˫˫˹ʯͷƷȣëʻкܴռ䡣

һʵǰȻѾͨȫҵDzǿߵOBMת͡ƳԼƷ?

4.ιھ

ʵϣDzûԼƷơ

201512£µϤ(Xrobot)޹˾5з1ڣƳƷinxni()ɨػˣ5³ɹձгҲǹ׼ҴģձгɨػƷơ

ʱǵķչ·һΪOPMģʽת׼ϵзͶ;һߴͶƷinxni

Ȼձгһ֮iRobotרϴսǵķչࡣ

Զʱҵߡӹ꡹“Ȼǻ۵ļзôϧҲҪרϴȥҲӮ”

ǽԴרбͬʱзҲҪ߲ɼãֻʱinxniƹ㡣

ֵһǣϤ(Xrobot)޹˾ڽ8±ΪڷƼ޹˾ƷԭȵCɨػתΪBɨػˡ

仰˵ƷƣܲǺ޶ǻһCƷתBˡ

רϰǵʤһ䣬ǵOPMģʽѾ𽥳죬ʰCƷƵҲѾ߱

Dzô

CEOҶٿԼƷ޷Ϊ˻øߵ󡢸г㣬ʹDzƷƣҲġ

²ߵʣʷԭġ

20181130DZжӮרϣֱ20193²ɺش޸ĵȳDzƷijʱ䣬һȵĺܵӰ졣ͬʱ2019óսǵɨػǵڶ25%˰IJƷ

ۺϿ֮£Dzû߲Ʒ۸񣬵µë͡

ЩʷԭѵõԶʱҵΪδOPMתͲ룬ɨṹ㷨ȺļͶ뽫ƷͼIJŻëȫ30%ϡ

չδǶгҲġ

ܸܾ涭»۸ߡӹ꡹ɨػһ͵“Ʒ”˼ʻһԷΪ׶Σϵɨػ˶L1L3׶ΡɨػʵL3L4L5ĿԽ̶ܻȺͼݽһߣҲŵ۸ڳ˵ζŸߵë͸ĻǺӣⷽļԤȷơ

Ϊʲô˵ɨػ˵ĻŸոտʼ

˵Ʒļ۸֮⣬DzCƷƵһǸλڵгռ䣬紫ˢɨػרоƬȡ

CEOҶһĿǰĶλñƷ̶“ɨػҵ”ҵģʽ˵ʼһto Bҵ

ƷƣƷ̵ĹϵӺɾľ档Ҷٸߡӹ꡹“ͻȫУڵIJͻγɹӮ”

⣬ѵӲƷһҵԼto CƷҪѸ߰ĹӪ۷áҪ˾IJƱǿԿʯͷͿ˹Ϊ2019۷ʷֱΪ8.4%23%ˣֽ׶Ʒƻи߶ƷƹͶ롣

ĿǰѾռȫ򽫽10%гݶŹͻͷţǵгռʻܽһߡ

ͨƷƱ֪ϸķʽ߽ǧ򻧣Dzͬҵѡ֮

йȫɨػгĹڿ˹СסʯͷiRobotƷ̵Ļ⣬ҲιھĿռ——ǸۣиĿܡ

׷ڡӹ꡹༭ΰ

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