Supply chain revealed that Apple's strategy now is relevant, supply chain construction. Iphone6s / 6sPlus will expand the mainland battery and antenna components, Taiwan's industry if unable to continue upgrading technology and reduce the cost, fear of facing is replaced with the supply chain of the "," destiny. Now it seems that lens factory Largan, assembly plant Hon Hai and Pegatron, because with technology and cost advantage, the mainland industry is still hard to replace. In addition, the current stage is extremely short of power amplifier manufacturers, including the macro and agile, etc., the short term is also expected to continue to enjoy high profits.
Apple executive office long cook since has seven degrees to visit the mainland, Taiwan Apple's supply chain revealed that cook was started by the management of the supply chain, apple internal strategy is to gradually propped up, components factory, while expanding mainland market accounted for.
The latest news is that, battery factory sunwoda from iphone6plus began to cut into Apple's supply chain, in 6S series of new machines will get more orders, iPhone mobile phone antenna, past to Tyco, MOLEX, Anfino as the main supply factory, outside the 6S series will add industry in China who Xinwei.
It is understood, apple from the iphone4s, each time the introduction of new machine, will look into the mainland components factory, from the earliest connection wire factory luxshare into supply chain, Taiwan Wan Xu and LianZhan from expulsion of Apple's supply chain.
Spare parts factory little apple orders blessing, performance and price will be. To Wan Xu, for example, once Apple's substantial expansion, the stock rose to 90 yuan or more, now less than 7 yuan.
This year, Taiwan mobile phone components industry gradually to eat apple's orders, the most notable is the electro acoustic products. , GoerTek, AAC Acoustic Technologies rise into Apple's supply chain, replace the role of Taiwan and the United States law and Federal Law Fundamentals and weakness, it is worth other Apple's supply chain, learn a lesson.
GoerTek acoustic last year revenues of 12698000000 yuan, after tax net interest of 1680000000 yuan; Swiss sound also earn 2310000000 yuan. In contrast American law have benefited from 3.97 billion yuan dropped to 6513 yuan, performance in the world, also let beauty law shares from the high point of the KS pressure.