A06B-0314-B074-R FANUC在深圳市的一家倉庫，“機(jī)器人革命”正在進(jìn)行中，但并不像人們想象中一樣神奇。這里的測(cè)試實(shí)驗(yàn)室溫濕度很高，甚至還能看見灰塵。十余臺(tái)淺綠色的大型設(shè)備正在接受耐久性測(cè)試。這些設(shè)備將被用于拋光、機(jī)械加工和組裝。這一切也和人工智能無關(guān)：這些龐大的機(jī)器無法自動(dòng)化運(yùn)作，也不會(huì)學(xué)習(xí)。
A06B-0314-B074-R FANUC富士康自動(dòng)化技術(shù)開發(fā)委員會(huì)總經(jīng)理戴佳鵬表示：“這是一筆生意。”他的老板們不會(huì)花錢去購買無法帶來價(jià)值的炫酷工具。富士康表示，目前已有超過3萬臺(tái)機(jī)器人正在使用，其中有數(shù)千臺(tái)位于成都工廠。而該工廠的員工總數(shù)不到100人。除了自主開發(fā)機(jī)器人之外，富士康還向軟銀的一個(gè)部門投資1.18億美元，該部門開發(fā)了先進(jìn)的自動(dòng)化機(jī)器人Pepper。
富士康目前不僅在開發(fā)機(jī)器人，也在使用機(jī)器人。這是富士康母公司鴻海業(yè)務(wù)多元化戰(zhàn)略的一部分。富士康擅長高質(zhì)量、大批量的生產(chǎn)，因此在過去很長時(shí)間里都是蘋果的主要代工商。而蘋果目前對(duì)鴻海的營收貢獻(xiàn)約為一半。不過，蘋果目前正逐步減小對(duì)富士康的依賴。富士康以往占蘋果手機(jī)產(chǎn)量的90%，而目前則只有2/3。
A06B-0314-B074-R FANUC鴻海目前正在嘗試許多新業(yè)務(wù)。該公司近期正關(guān)注芯片封裝，即把半導(dǎo)體元件集成至可穿戴手環(huán)和智能手表中。這一業(yè)務(wù)的盈利狀況很好。8月28日，鴻海表示，將收購臺(tái)灣芯片封裝廠商矽品科技的21.2%股權(quán)，而后者將獲得鴻海的2.2%股份。臺(tái)灣日月光集團(tuán)也曾希望大舉投資矽品科技。該公司表示，尚未放棄這一計(jì)劃。
上月，富士康同意在印度投資50億美元，新建一家電子廠。不過，該公司并未透露這家工廠將生產(chǎn)什么產(chǎn)品。與此同時(shí)，富士康暗示，還將在印度建設(shè)十余家工廠。此外，鴻海仍在與夏普進(jìn)行談判，嘗試收購該公司旗下業(yè)務(wù)的股份，或是與夏普成立合資公司。兩家公司曾于2012年展開談判，但未能取得成果。
里昂證券分析師尼可拉斯·巴拉特（Nicholas Baratte）表示，業(yè)務(wù)多元化將有利于鴻海。富士康目前占鴻海核心業(yè)務(wù)的95%，但利潤率不到4%。過分依賴蘋果并不是該公司面臨的唯一問題。富士康約2/5的收入來自為少數(shù)幾家公司代工服務(wù)器和網(wǎng)絡(luò)設(shè)備，例如思科、Juniper、惠普、華為和戴爾。巴拉特表示：“富士康在這一領(lǐng)域的市場(chǎng)份額已經(jīng)最大化?！?
A06B-0314-B074-R FANUC然而，成功實(shí)現(xiàn)業(yè)務(wù)多元化并不容易。進(jìn)軍芯片封裝業(yè)務(wù)的舉措看起來很合理，但日月光將成為鴻海的強(qiáng)大競爭對(duì)手，而行業(yè)利潤率很可能大幅下降。進(jìn)軍其他與半導(dǎo)體相關(guān)的領(lǐng)域，例如液晶屏生產(chǎn)，從理論上來說將帶來更高的利潤率，但實(shí)際上夏普正處于虧損之中。發(fā)展工廠自動(dòng)化是帶來附加價(jià)值的一種好辦法，但巴拉特認(rèn)為，富士康不太可能向數(shù)千家小客戶出售訂制的自動(dòng)化設(shè)備。他表示：“目前富士康只有15家大客戶?！?
不過，至少以上這些項(xiàng)目都與鴻海的核心業(yè)務(wù)有所關(guān)聯(lián)，而另一些項(xiàng)目則并非如此。鴻海正在中國大陸和臺(tái)灣地區(qū)發(fā)展零售業(yè)務(wù)，但效果不佳。此外，該公司獲得了臺(tái)灣地區(qū)的4G移動(dòng)通信牌照，并希望此舉有助于該公司向電信運(yùn)營商銷售設(shè)備。該公司也在發(fā)展電商業(yè)務(wù)，但缺乏明確的戰(zhàn)略。此外，該公司甚至還開始制造太陽能面板。
Sanford Bernstein分析師阿爾伯托·莫爾（Alberto Moel）將鴻海的這些舉措稱作“Diworsification”，即業(yè)務(wù)多元化過快造成了風(fēng)險(xiǎn)。他呼吁，鴻海在做出這些舉措時(shí)應(yīng)當(dāng)更有邏輯性。他指出，在擺脫對(duì)蘋果的依賴方面，到目前為止，鴻海最大的成功在于與小米達(dá)成了合作，而小米已成為蘋果的重要競爭對(duì)手。
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NetCom SYSTEMS AT-9155C AT-9155C-D, AT-9622M Module
NetCom SYSTEMS WN-3441A WN-3442/D,WN-3445,3442/M MODULE
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ALLEN BRADLY 2706-LV4P DL40 Plus Message Display
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SMAC LAR30-025-55CV MOD 282 Linear Actuator
MKS 1150 1150C-4877V VAPOR SOURCE MASS FLOW CONTROLLER
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Scientific Atlanta IF Modulator 99002 P/N A99002.125
ACC8S Stepper Motor Interface Board, Delta Tau Data System 602644-100
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YOKOGAWA F3NC12 POSITION
YOKOGAWA F3YD64 TR OUTPUT
YOKOGAWA F3XD64 DC INPUT
Hitachi WJ200-007SF 1HP 1-phase 200-240volt INVERTER
fei 18634-B BIAS,FPS
SCADPack 5504 CONTROL MICROSYSTEMS 8 CH THERMOCOUPLE INPUT
SBS PMC-GIGABIT-DFX Dual fiber GBIC ports
Inb PRO/1000 PT Quad Port Bypass Server Adapter PCI-E EXPI9014PT
Spirent Netcom GX1420B 1-Port 100/1000Base Ethernet Adapter
Agilent 16700-66511 16700-68717 Multb PC Board
Agilent E2928A 32/64bit 66MHz PCI Exerciser and Analyzer Opt #300
Spirent Netcom SmarBits ML-7710 10/100 Fast Ethene
ASM HiPEC MOTION SOLUTION 01-18948/A
Agilent 53131A Universal Frequency Counter/Timer 5GHz Opt 050
Pro-face 2980070-04 GP2301-LG41-24V PANEL
ROCKY R538TXV V6.2 233MHz 128MB SINGLE BOARD COMPUTER
PORTWELL ROBO-678N 800MHz 256MB SINGLE BOARD COMPUTER
INDUSTRY BOARD PEAK 555 1GB 256MB HALF SIZE CPU CARD
U500 CONTROL BD. 690D1470 (REV.C4) ESP760
PCL-746+ 4 PORT RS232/422/485 CARD
NATIONAL INSTRUMENTS IMAQ PCI-1422 185652D/E/F-02
OMRON CPU42 C200HE-CPU42-E PROGRAMMABLE CONTROLLER
ORIENTAL AXUD25A SPEED CONTROL UNIT
YAKOGAWA PS495 0950-2211 Power Supply for 54750A 83480A E2602A
NSK ESA ESA-0810A35-21.1 DRIVER
Agilent E4432B Signal Generator ESG-D SERIES
HP / Agilent 08360-60209 YO PHASE DETECTOR BOARD
HP / Agilent 08360-60014 SWEEP GENERATOR BOARD
HP / Agilent 08360-60188 PULSE 50 GHZ Board
HP / Agilent 08360-60010 FRACTIONAL N Board
HP / Agilent 08360-60206 ALC Board
HP / Agilent 08360-60264 CPU Board
Rofin Sinar SeNr 804 4101 with 707-3294
EMC 100-561-091 8 Port GBE I/O Board WITH 2 SFP Transceiver
EMC 100-561-040 4 Port 4Gb Fibre I/O Board WITH 4 X Finisar P/N:019-078-032
National Instruments NI 184677C-01 PCI 8-Port RS232 Serial Interface
National Instruments PCI-6071E 184411E-01 Multifunction DAQ
ACUITY IMAGING LG-3 Frame Grabber REV C PC
Delta Tau PMAC-PCI 603588-104 603605-106 Flex CPU
MYCOM UPS52-130 5-PHASE MOTOR DRIVER
Cognex MVS-8602e CFG-8602E-001 RevC Opt H9 Camera Link PCI Express Frame Grabber
Euresys DOMINO ALPHA 2 EUR 1160_A2_4 REV.A2 Frame Grabber Card
Accelnet 800-1593B DIGITAL DRIVE
HP / Agilent 4156B 04155-66501 CPU and GSP BOARD
HP / Agilent 04155-66502 Analog to Digital Converter Board
GALIL DMC1730 3 AXIS MOTION CONTROLLER
LUCAS EGLOFF AG TFM 064-06-09-F 4 Axes Servo Drive
Panasonic N1F8RC12A LA8000-625 + FA8000-635 Camera Controller
GUZIK 307870 BEETLE
GUZIK 310360 PCI HOST ADAPTER
Agilent 89605B 75000 SERIES C
BECKHOFF FC9004 FC 9004 PCI Ethernet
HP 54751A 20 GHz MODULE
HP 54711A ATTENUATOR
Processor Interface Board for Tektronix TDS8000 Digital Sampling Oscilloscope
COGNEX VME 4200 EX SERIES VPM-4214EXK-00 MACHINE VISION
FORCE SPARC P/N: 105949 PCA MEM 50L-5/256
COGNEX VM16 203-0043-R B1 BOARD
OREGON MICRO SYSTEMS PC58-8 ISA MOTION CONTROLLER
OREGON MICRO SYSTEMS VME 44
Matrox Genesis GEN/X/00/8/STD
EMC CX3-40F CLARiiON 100-562-144 Storage Processor Blade
HEWLETT PACKARD E1740E 75000 SERIES C TIME INTERVAL ANALYZER
YASKAWA JUSP-ACP05KAA 200V SERVO DRIVE
Kollmorgen Servostar 600 610 S61000-SE
GALIL DMC-2260 Ethernet 10/100-baseT/RS232 6-axis MOTION CONTROLLER
VAT PM-5 641PM-16PM-1003/047 ADAPTIVE PRESSURE CONTROLLER
COMPACTPCI COMPACT PCI NEC NBC-I NBC-IC5B 277-055175-006 SBC
XYCOM DIO XVME-244 DIGITAL I/O VME BOARD
ESEC SA 931.900/2
PHILLIPS PG3752 SBIP 40 MHz VME BOARD 8122 284 3651
ESEC SA 92120 SYS68K / CPU-655 P/N:100606
SBS Technologies IP-488 IEEE-488 Instrumentation Bus IP IndustryPack
TEWS VIPC627-ET VME carrier card with four IP Sl
INTEL EXPI9404PF PRO/1000 PF QUAD PORT SERVER ADAPTER
MICRO STEP MC-5514 5-phase stepping motor driver
EDWARDS ED-D39620000 controller For Edwards turbomolecular pumps
AGILENT N1912-60002 DISPLAY INTERFACE BOARD
LQ038Q5DR01 SHARP LCD SCREEN FOR AGILENT N1913A
PCI-7851 HIGH SPEED LINK MASTER CONTROLLER INTERFACE
AVAL DATA AVME-132BF MPU-32BF TSM-132-2
HITACHI ZOSEN HIMV-134 C PCB CARD, HIMV134 HIMV 134
Kollmorgen Servostar 600 606 S60600-SE
HEWLETT PACKARD 82350A 82350-66501 REV B PCI CARD
ADLINK HSL-D132-M-N DISCRETE INPUT MODULE
Advantech PCI-7432 64-CH Isolated Digital I/O card
Jenaer Antriebstechnik ECOSTEP 100 100-AA-000-000
CYBEROPTICS PWA800 9232 REV:B BOARD
Inb PRO/1000 PT DUAL PORT NEW
HITACHI L200-004NFEF INVERTER DRIVE
ARCOM SYSTEM PCADADIO BOARD
CORECO VGAPCI OC-VGA0-K400 XR-M130-16050
CORECO OCULUS F/64P OC-F640-PD600 XR-M130-16010 Frame Grabber
Matrox HELIOS XCL ODYSSEY XCL FRAME GRABBER
RVSI 53002 REV-A VME SLAVE PROCESSOR with TTM610-E-16
YASKAWA JEPMC-REP2000 VER.A1 MECHATROLINK REPEATER
SEMICAPS SEMSCOPE SSS9905012
RVSI 53114 REV P Power Board
COGNEX In-Sight 3000 800-5808-2R RevB Camera head
YOKOGAWA F3RZ81-ON RS232 INTERFACE MODULE
ORIENTAL MOTOR 21K6GN-SWM AC MAGNETIC BRAKE MOTOR
HP 4156A PRECISION SEMICONDUCTOR PARAMETER ANALYZER
YOKOGAWA F3BU09-0N BASE
ISOMET D325-BS DEFLECTOR DRIVER
COGNEX VPM-3434-1 VM22A 203-0079-RA FRAME GRABBER
MATROX Meteor II MET2-MC/4/16F 751-0301 Multi-Channel
NuDAQ PCI-7296 Opto-22 Compatible 96-CH Digital I/O
PHYTRON CCD 93-70 MINI-H-24 Stepper Motor Drive
YASKAWA DR2-02AC-NY41 SERVOPACK
MYCOM PSU50-133 STEPPER MOTOR DRIVER
PCB Z-322J X5952NC-45
OMRON 3G8B2-NO020 OUTPUT BOARD
Dalsa X64-CL OC-64C0-02080 FRAME GRABBER
Matrox Solios eA/XA SOLM4AE SOL6M4AE PCIe Frame Grabber
Agilent 111-00043+D0 Interface Card
Teknic SST-1000-JCX Servo Stepper Drive
SIMCO 4009180 VISION CONTROLLER
VICOR VI-FKE6-CMX POWER SUPPLY 750W
HEWLETT PACKARD E3082-61014 BOARD
HEWLETT PACKARD E3005-61050 BOARD
OLYMPUS DV214600-01 AQ5276 For BH3-MJL
Mitutoyo PCI-QVNET MP244101 PCI Card
Mitutoyo QVMC-3B MP244002 PCI Card
Agilent 34905-26511 50Ohm DUAL 4:1 MUX BOARD
Motorola CPV5000 SBC Compac CPCI card
VISION SYSTEMS 7100028.10 BOARD
FEI COMPANY QUAD AMP 150-002580 DRIVER BOARD
Agilent E4404-60034 E4404-20034 Board
GALIL DMC1740 4 AXIS MOTION CONTROLLER CARD
MYCOM INS50 INS50-120 Stepping Motor Driver
RVSI 68410 with 61095 2in1 Boards
TRANSTECH PARALLEL SYSTEM TMB08-NIC1T2
RVSI 151123 Board
RVSI 151477 Board
RVSI 151458 Board
RVSI 150487-61 Board
RVSI 308295-01 Board
RVSI 61162 Parsytec TPM-Box.Rev 2 Art-No:6103-01
RVSI Acuity Imaging 070-200200 Rev C PCI Frame Grabber
AVG UTICOR PCI 185 185-24A2F008E2 OPERATOR INTERFACE
Gidding & Lewis DSM015 Centurion Micro DSM Drive
PACIFIC SCIENTIFIC 6415-001-N-N-N STEPPER DRIVE
ANORAD SMA8415-1C54-003-1A-1 73777 BRUSHLESS SERVO AMP
DELL XR997 10GB PCIe Server Network Adapter
Toshiba IK-C40MR Camera Power Supply
Dell W670G Broadcom 5708 quad 10/100/1000 WW126 DRAC 5
FORCE PENT/CPCI-736 R2 1G-1200-L512 P/N: 120406 Rev H
OMRON E5ZD E5ZD-8H01P Board
iNCAA COMPUTER PC-ATB2 PC-ATB2-5632
Motorola MVME 340B 01-W3787B01B Board
MEI Motion Engineering PC/DSP +
