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Mainstay business " aging " , burgeoning business is not clear, this video tycoon has walked along Ni Kang in transition " crossroad " .
Civil: Shenyang thinks of contain, Shi Dan
ID: BMR2004
Ni Kang handed over comprehensive and degenerative " report " .
The Ni Kang that announces according to the near future 2020 money year financial report shows, ni Kang 2020 money year total battalion closes for 591 billion yen (add up to a RMB about 38.1 billion yuan) , decrease compared to the same period 16.6% ; Business profit is 6.751 billion yen (add up to a RMB about 430 million yuan) , steep fall compared to the same period 91% .
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Regard main business of Ni Kang as composition, video business income is decreased greatly compared to the same period 23.7% , and implementation deficit 17.1 billion yen (add up to a RMB about 1.1 billion yuan) . Additional, the respect income such as Medical Protection and accurate equipment, industry equipment all has different rate drop.
Comb the past several years to come money newspaper data can discover, go from bad to worse of Ni Kang outstanding achievement. Face dispirited with each passing day camera market, although Ni Kang has a lot of effort and transition move, but still effects is very small.
This video tycoon that has taken hundred years vision, still did not walk out of the past several years to come it seems that the shadow with depressed dejected.
Sales volume glides rear
Camera market lasts atrophic, the sales volume data from Ni Kang but peek one spot.
In 2020 money in year, work off of Ni Kang add up to can change camera lens 1.62 million times 2.65 million camera, camera lens mixes 840 thousand portable model digital camera, sales volume glides respectively compared to the same period 21.4% , 16.4% with 47.5% .
Ni Kang stops run, the reason that sales volume glides ascribes to the market is small confuse the dual impact with epidemic situation, but main factor still depends on the smartphone severe impact to industry of whole amount camera.
Take a picture as the mobile phone functional progress, smartphone collective is entered " double photograph " times, use postposition sheet to photograph the smartphone that resembles a head already rarely seen. In the meantime, the mobile phone also is in advance rapidly ground had been stridden 2019 " 100 million like element " doorsill, this is indicating the smartphone is already complete surmounted low end the picture qualitative ability of digital camera.
And from Ni Kang portable model camera sales volume nearly " cutting sb in two at the waist " look at this o'clock, sufficient also confirm is low upright camera is being replaced quickly by the smartphone this be related is solid.
Be in early October 2017, when Ni Kang shuts the camera that is located in Jiangsu not to have stannum to produce a plant, announce, stop to be reached about the production of small-sized number camera make, center energy to produce sheet to wait for the camera product that has high additional cost instead.
But Ni Kang turns over domain layout to chase decrescent delay in sheet nowadays, if D7500, D5600 and D750 all are,sell brunt 34 years at present and even the old money type that releases 6 years ago. Although sheet turns over the pronoun that remains professional photography, but going after light quantify, simple and easy before the consumptive requirement that change, the defect that sheet carries itself ponderosity, not easily instead decided shipment volume and utilization rate are reduced continuously.
For this, ni Kang must begin to send domain of camera of strength small sheet 2018, roll out brand-new Z to block mouth and full frame small odd Z7, Z6, market price case achieves 30800 yuan to mix 17800 yuan respectively on.
Z system can regard as Ni Kang to be in next key layout of 10 years. However, ni Kangxin tastes the price strategy with expensive empty, be in not only with beautiful can, inferior position is in in Suo Ni's competition, also let many consumer flinch, this is Ni Kang sales volume decreases the one big factor that cannot ignore greatly.
Be worth what carry is, suffer this year the influence of epidemic situation of the beginning of the year, ni Kang's product releases rhythm to also be thrown into confusion thoroughly, admiral sheet turns over D6 to announce defer put on sale, Z blocks buccal shot again and again synchronous also defer is rolled out. Ni Kang expresses to this, epidemic situation makes the company is in 2020 money year income loss amounts to 33 billion yen, business profit criterion loss 10 billion yen.
Senior industry economy observes a Liang Zhenpeng to point out, "Shipment of camera market whole measures year after year to glide, make Ni Kang no longer adherence counter battle line at sheet, its need to enlarge product line layout to retain market share. But no matter be sheet is turned over, the product of small only other perhaps type, all cannot change integral market low confused fact. All cannot change integral market low confused fact..
Business transition suffers tired
In recent years, ni Kang also is seeking business transition ceaselessly, but because the reason effect such as the technology is paid no attention to,think.
In fact, by the outside the one part that hep video business is Ni Kang industry only, its wait for a respect in diagnostic equipment of semiconductor, medical treatment and industrial equipment all somewhat sortie. In this among them, video business and the professional work of engine of essence of life that semiconductor is in are Ni Kang advocate the domain of Wu of two great undertaking of battalion.
On market of inchoate semiconductor photoetching machine, ni Kang, beautiful can be mixed A Simai (ASML) it is at that time the manufacturer of aircraft of 3 manufacturing production photoetching with only whole world. 1984, ASML company just just is born, what right now Ni Kang occupies share of market of global photoetching machine to exceed 50% for a time, it is the big boss of this domain.
But today, ASML becomes the absolutely overlord of photoetching machine domain however, the following craft that make Cheng is reached in the most advanced 7nm only ASML can be made. Know exactly about sth occupies statistic, 2019 the whole world machine of the 4th acting photoetching (ArF) and machine of the 5th acting photoetching (EUV) total shipment volume is 154, among them Holand ASML shipment 130, the market is had rate achieve 84% , the others a few shipment are finished by Ni Kang.
Up to now, photoetching machine of Ni Kang is highest the craft that make Cheng is 14nm, can reach the production level of product of the high end in ASML constrainedly only, but real property and ASML are compared with class equipment photograph still have not little difference.
The predicament that Ni Kang faces on video business and professional work of engine of essence of life, make its accelerate the investment position of new business in the last few years, seek outstanding achievement growth.
It is first 2015, ni Kang buys British retina to become produce business Optos like diagnostic instrument, development high accuracy diagnoses equipment; Foster enterprise Lonza to share technical platform with the cell again before long subsequently, establish subsidiary of business of second birth medical treatment; 2018, nikangtong passes to be mixed with sensor of joint development of Velodyne of manufacturer of camera camera lens scanner, declare marchs lidar domain.
Sheet can see from these investment position, ni Kang basically is the inside information that uses oneself to go up in optical technology, undertake in relevant domain and other company business cooperates, make its provide cost effectiveness more.
Nevertheless, ni Kang had be notted show completely up to now in the investment effect of these new business, sequel whether do remain to observe greatly. 2020 money annual report is accused show, ni Kang decreases compared to the same period in income of accurate equipment business 12.7% , medical treatment be good at protect business income to decrease 5.2% , industry is metric decrease compared to the same period with other business income 12.7% , outstanding achievement all fronts is degenerative.
"Look integratedly, ni Kang undertakes the time of business transition is started late relatively, progress of technical iteration cycle is slow. In the meantime, the business of Ni Kang camera and semiconductor is occupied taller, the investment of new business does not bring profit certainly, this also causes Ni Kang to appear commonplace in the development ability of other sphere. " Liang Zhenpeng summary thinks.
Start once more cut down the member of persons employed
Manage pressure to alleviate, ni Kang already was beginning the structure reforms measure, start new round plan cutting down the member of persons employed.
According to Japanese economy press, ni Kang cuts down the member of persons employed this the object is Thailand, Laos production factory of two great watch for an opportunity, number cutting down the member of persons employed adds up to 700 people, 10% what hold number of each plant personnel. To this, " business school " hair of respect of reporter Xiang Nikang goes interviewing case to seek testimony, but up to distribute news dispatches the other side was not responded to.
In fact, the hearsay that cuts down the member of persons employed about Yunikang appears several years frequently recently.
In November 2016, ni Kang company is exposed to the sun to go out to make device and digital camera professional work with respect to semiconductor, inside Japan number cutting down the member of persons employed reachs 1000 people. Although Ni Kang denies this information, but many reports point out, ni Kang still is implementing relevant measure, just mix reapportion of instead cutting down the member of persons employed retire of one's own accord.
Announcement recombines to mention in what announce in those days, ni Kang runs the metaphase with active break down the plan, and set about two years the structure of half is reformed period, the target is to cut down 20 billion yen (add up to 190 million dollar about) fixed charge.
On October 30, 2017, ni Kangxuan cloth closes production factory of the camera that do not have stannum, paper cutter the 2268 employee inside the factory entirely at the same time, give " N+5 " the economy of monthly wages amends plan. Through shutting the factory that do not have stannum is mixed plan cutting down the member of persons employed, ni Kang accumulative total cut down the fixed charge expenses of 10 billion yen.
Be worth what carry is, 2017 is Ni Kangcheng during standing 100 years, but the shutout when those cuts down the member of persons employed, taste newly jump ticket, outstanding achievement goes low the Ni Kang that a series of problems pester a body, 100 years old of birthday appear desolate is clinking.
Liang Zhenpeng thinks, ni Kang starts plan cutting down the member of persons employed once more, also be its are in what when answering vicissitude of the market, contract to reflect. "Acting scene of a short while of Kodak Ceng Zaijiao temporarily, enter digital age to also fall into disuse. And in atrophy of digital camera industry it is not reversible situation below, ni Kangre should avoid to weigh the track of an overturned cart of skip Kodak, quicken the pace of transition only, ability improves the financial standing of the enterprise. Ability improves the financial standing of the enterprise..
To current Ni Kang, business of sex of two big pillar all shows video, nicety " aging " evidence, of burgeoning business breed the effect and not Anacreontic. Apparent, this video tycoon has gone in transition " crossroad " , final whether successful, everything remains time test and verify.