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安费诺为全球前列的连接器及互连系统制造商,1980-2018 年间的七次统计,安费诺始终位于全球连接器制造商前五。在这近40年间,安费诺实现了快速增长。
安费诺实现快快速增长的原因:
(1)安费诺多元且均衡的应用布局利于降低营收的波动性
(2)基于连接器‚前装性特征下持续的高营销费用拓展、绑定客户。一方面,连接器头部企业较高的销售费用率系经销渠道销售收入相对较少,反映连接器产品偏前装性,定制化特征。另一方面,安费诺长周期内研发投入与营销投入的增速差异体现连接器行业的经营特点——前期重视客户拓展,中后期利用技术增强客户粘性。此外,从应收账款与存货周转变动关系角度,安费诺或存在为保持存货周转率而给下游企业提供赊销并放宽信用期的可能;
(3)安费诺何以在营收规模持续扩大的同时保持较为稳定的盈利水平——安费诺具有更快速的产品迭代能力与更高研发产出比、通过低成本产线与扩大兼职员工实现人工成本的双‛、产销布局合理协调;
(4)安费诺并购以低额、持续为主要特征,以布局下游市场为主要目的,以连接器横向整合为主要方向
安费诺在1999-2018 年收购了52家公司,而同期,泰科电子收购了25 家,Molex 收购了27 家。大规模并购一定程度驱动行业集中度的提升。
1980-2018 年全球连接器行业 Top10 公司排名变化 安费诺收购了这么多家企业,也就造成了下面有很多的事业部,那我们一起看看安费诺的各个事业部的网站吧:Amphenol ABSI http://www.amphenol-bsi.com Amphenol Adronics http://www.adronics.com Amphenol Advanced Sensors http://www.amphenol-sensors.com Amphenol Aerospace Operations http://www.amphenol-aerospace.com Amphenol Africa http://www.amphenolafrica.com Amphenol Air LB http://www.amphenol-airlb.de AmphenolAirwave(SAA) http://www.amphenol-saa.com Amphenol Alden cable http://www.amphenolalden.com Amphenol Antennas http://www.amphenol-antennas.com Amphenol ANYTEK http://www.anytek.com.cn Amphenol Aorora http://www.aorora.com Amphenol Assembletech http://www.amphenol-ast.com Amphenol Audio/Sine Systems/Tuchel Industrial http://www.amphenol-sine.com Amphenol Australia Corporation http://www.amphenol.com.au Amphenol Automotive http://www.amphenol-auto.com Amphenol AUXEL http://www.auxel.com Amphenol Borisch Technologies http://www.borisch.com Amphenol Brasil http://www.amphenol.com.br Amphenol Broadband Solutions http://www.amphenolbroadband.com Amphenol Cables on Demand http://www.cablesondemand.com Amphenol Canada Corporation http://www.amphenolcanada.com Amphenol CNT http://www.amphenol-cnt.com Amphenol ConneXus http://www.amphenol.se Amphenol Corporation http://www.amphenol.com Amphenol DaeShin Elec http://www.amphenol.co.kr Amphenol Data Center http://www.amphenol-datacenter.com Amphenol EastAsia http://www.amphenol.com.cn Amphenol East Asia Headguarters http://www.amphenol.com.hk Amphenol East Asia Limited http://www.amphenol.com.tw Amphenol Entertainment Audio http://www.amphenolaudio.com Amphenol FCI Berg http://portal.fciconnect.com/portal/page Amphenol FEP http://www.fepz.de Amphenol Fiber Optic Solutions http://www.amphenol-fiberopticsolution Amphenol Fiber Systems International(AFSI/FSI) http://www.fibersystems.com Amphenol GEC & TPI http://www.amphenol-toi.com Amphenol Global Interconnect Systems(AGIS) http://www.amphenol-ais.com Amphenol Hiah Speed Interconnects http://www.amphenol-hiahspeed.com Amphenol ICC Information, Communications, Commer http://www.amphenol-icc.com Amphenol India Corporation http://www.amphenol-in.com Amphenol Industrial Solar Technologies http://www.amphenol-solar.com Amphenol Infocom Europe http://www.amphenolinfocom.eu Amphenol Interconnect Products Corp(AIPC) http://www.amphenol-aipc.com Amphenol Invotec http://www.amphenol-invotec.com Amphenol Italy Corporation http://www.amphenol.co.il Amphenol Japan Corporation http://www.amphenol.co.jp Amphenol JET http://www.amphenol-jet.com AmphenolLTW http://www.amphenolltw.com Amphenol MAO http://www.amphenolmao.com Amphenal Mobile Consumer Products http://www.amphenol-mcp.com Amphenol Network Solutions http://www.amphenol-ns.com Amphenol Omniconnect http://www.amphenol-omni.com Amphenol PCD http://www.amphenolpcd.com Amphenol phoenix http:/www.amphenol-hzp.com Amphenol Printed Circuits http://www.amphenol-apc.com Amphenol RF http://www.amphenolrf.com Amphenol Shouhmin Industry http://www.amphenol-shuomin.com Amphenol Sincere Flex Circuits FPO http://www.amphenol-aasf.com Amphenol SOCAPEX http://www.amphenol-socapex.com Amphenol Spectra Strip http://www.spectra-strip.com Amphenol Sy Microwave http://www.svmicrowave.com AmphenolT&M Antennas-Tracking &Military Antennas http://www.amphenol-tm.com Amphenol Taiwan Corporation ATC http://www.amphenol-atc.com Amphenol TCS http://www.amphenol-tcs.com Amphenol TCS Japan http://www.tcsj.co.jp Amphenol Technical Products International http://www.tpil.com Amphenol Technoloay http://www.amphenol-tfc.com.cn Amphenol Times Microwave(TMS) http://www.svmicrowave.com Amphenol-TFC http://www.sineco.com