The "that company" of the fruits should not be the name -WSJ

[Tokyo] It is a major US smartphone maker, a brand that is known by billions of people, and is the most important customer for many high -tech parts manufacturers.

Don't ask the company name, but this company is secretly called "fruit company" in Asia.It is sometimes called by the name of the fruit variety "Fuji" cultivated in Japan.There are also "$ 3 trillion companies" -In "a little more than the actual market capitalization -" honorary North American customers "and" Big A ".

The Chinese orphilm group (European Hikari Group), which manufactures smartphone camera modules, has a maximum loss of $ 426 million in 2021 among documents submitted to securities authorities in January.He revealed that it was an outlook.One reason is that they lost their business with "specific customers overseas".

He asked Orphilm for the name of the customer, but the spokeswoman did not answer.

Unlike Lord Voldemort in the Harry Potter series, this company, which should not be mentioned, is neither cursed by death nor a snake.Nevertheless, its power is terrible, and it can give or take up contracts for electronic components and services that are hundreds of millions of dollars.

So the suppliers rarely touch the name of the company not only in the outside presentation but also in the inner conversation.He is afraid to harm someone's mood or inadvertently leak information related to competition.

It is not simply a custom that the delivery company does not want to give the company's name.In 2014, documents related to the collapse of GT Advanced Technologies, a supplier, were submitted to the court, revealing the details of the confidentiality agreement that the company was connected to the company.According to the company, the company promised $ 50 million per secret leak.

The confidentiality agreement was violated not only for ordinary corporate secret leaks, but also to reveal the relationship with the company itself.

In 2020, a few months after the new colon virus trend began, the launch of this company's smartphone that is always held in September -the fruits with a biting mark are drawn on the back -the release may be delayed.It became clear that there was sex.No one could speak specifically, but it was rumored to the supplier.

At a telephone conference on the financial results conducted by a semiconductor manufacturer, Broadcom in June 2020, pointed out that analysts could not produce "the third quarter of the third quarter from the seasonal perspective" without issuing the company name.。"How do I think about the recovery of the wireless department recovery in the fourth quarter?"

Broadcom's Hook E. Tan's CEO (CEO) said he knew what the analyst was saying, and did not give any specific names, but confirmed the delay in the company's product.

South Korea's Samsung Electronic smartphone "Galaxy" has a rivalry with the flagship products of the fruit company in the example, but Samsung is also a supplier that supplies parts such as screens for the flagship products.According to multiple people who are familiar with the circumstances, Samsung's employees were sometimes called "LO" by taking the initials of "Lovely OPPONENT", a friend and enemy.

It is said that "Lo" employees simply call Samsung "Samsung".

According to analysts, the Taiwanese Hon -Hai Technology Group (Fox Concon Technology Group) has been with that fruit company for decades and is the largest as a smartphone assembly of a fruit company.The company has issued the name of the customer only once as a major customer in the latest annual report on page 860.There is a name on the top of the main customer list because it is in the alphabetical order.

The Taiwan Demidents Manufacturing (TSMC), which manufactures semiconductors for smartphones of the fruit company, speaks twice in the company in the annual report.But not as a customer, but as a bond publisher owned by the company.

When I asked a TSMC spokeswoman for comments, I did not give a specific customer name, but said, "One of the important factors that builds trust with customers is to protect customer confidential information."rice field.

Among the global brands, it is not the only North American smartphone maker who pays attention to the relationship with the delivery company.Every year, this manufacturer publishes lists of the top 200 companies, and in a sense, it is more transparent than most brands.

Orfilm stated in a document submitted to securities authorities that the problem that occurred in "H" had affected sales in addition to losing business with "overseas customers."

Orfilm explained "H" as a Chinese smartphone maker who could no longer get the latest semiconductor.It was easy to speculate that it refers to Huawei, which was sanctioned in the United States in 2020.

In 2017, a visitor visited an orphilm factory in China.The nameplate was "Orfilm VIP Guest Tim", and neither the last name nor the company name was written.Customers praise the company's "outstanding and accurate work" about self -portrait cameras, and in Chinese social media "Webeau", "Say Egg Plant!"-I posted a fun message.

When the US government posted orphilm on a blacklist, the relationship between the two companies was over.The company revealed in the submitted documents.

The Chinese state -owned central television (CCTV) did not fear the name of the company in public.About 1 minute of business news, which features orphilm problems, mentions the name of a client company that caused the company's profits significantly, and for the manufacturer incorporated into the supply network of this company.Called for not relying on customers.

Apple's spokeswoman refrained from commenting.