According to Nikkei Asia, Apple Inc is looking for more Chinese suppliers for the follow-up new iPhone products.Lixun Precision, Lance Technology, Sunny Optical, Golmud Acoustics, Wentai Technology and other subdivision track head players will supply core components or contract manufacturing services for this year's iPhone 13 series mobile phones. Apple Inc's supply chain may usher in a "big reshuffle".。

Prior to the industry news that Sunny Optical may break into Apple Inc's supply chain, this time Nikkei Asia will "hammer" this rumor, and Sunny Optical will provide rear camera lenses for the iPhone 13 series. BOE has also confirmed once again that there will be a great opportunity to provide OLED screens for the iPhone 13 series.

Apple Inc currently has the world's most complex consumer electronics supply chain, producing about 200m iPhone, 20 million MacBook computers and tens of millions of AirPods headphones a year. Apple Inc's requirements for supply chain enterprises have always been known for their high standards, soAny company in the fruit chain will be regarded as a leader in its field.。

At present, the United States is taking improper measures to restrict the development of China's chip manufacturing industry, including preventing Chinese chip companies from acquiring advanced manufacturing equipment and chip technology, as well as restricting trade. But in spite of this, China's science and technology industry is still rising.

Nikkei Asia also believes that Apple Inc's move to adopt more Chinese suppliers also reflectsThe improvement of the Competitiveness of Chinese Science and Technology Enterprises。

The following is the recent stock price trend chart of some Chinese Apple Inc supply chain enterprises involved in the article:

01. Lixun Precision won the order of Foxconn and Pegatron iPhone 13

It is reported that Lixun Precision, a mainland manufacturer of high-end consumer electronics products, will release3% production share of iPhone 13 series productsThese orders were won by Lixun Precision from his old rival Foxconn and Heshuo of Taiwan.

Previous reports showed that Apple Inc plans to produce 9000 to 95 million new iPhone phones in January next year.

According to sources, Lixun Precision will start producing the iPhone 13 Pro model this month, and since the iPhone 13 Pro belongs to the high-end model of the iPhone 13 series, this may be both a breakthrough and a challenge for Lixun Precision, which has never produced its own iPhone. Generally speaking, new entrants to Apple Inc's supply chain usually start with the production of the old iPhone.

Last year, Lixun acquired two companies: South Korean camera module maker Cowell and Taiwan metal frame maker Jiesheng, according to people familiar with the matter. The two companies will also provide key components for the new iPhone this year.

This proves,Lixun Precision has penetrated into Apple Inc's supply chain in a deep and multi-line way.。

According to reports, for the entry of Lixun Precision, an executive of an iPhone supplier said, "although Lixun Precision accounts for only a small proportion of iPhone orders this year, we cannot relax our guard." If we do not strengthen our competitiveness, sooner or later they (Lixun Precision) will grow and dominate. "

02. Sunny Optical won the iPhone rear camera and may become the biggest rival of Da Liguang.

Sunny Optical, China's largest smartphone camera lens maker, will also enter Apple Inc's iPhone supply chain for the first time this year, according to people familiar with the matter. It is said thatShunyu will provide lens for the rear camera of the new iPhone phone, but its share is relatively small.。

It is understood that most of the previous shots of iPhone phones were provided by Dali Light, a Taiwanese company in China.

Sunny Optical has become the main supplier of XIAOMI, Huawei, OPPO, vivo and other smartphone manufacturers in China, and has long been regarded as the main competitor of Taiwan's Dali Light.

According to the 2020 financial report, Sunny Optical's revenue has reached 38 billion yuan, three times that of 2016, and his net profit has also quadrupled.

The report also mentioned Hunan Lance Technology, which previously provided glass backplane and shell glass for iPhone products, but this year they will alsoBegin to provide metal housing for iPhone for the first time。

This is mainly due to Lance's acquisition of the metal frame and shell factories of Taiwanese-owned Kecheng Technology in China last year.

03. Can BOE wrestle with Samsung? Deep Tianma and Wentai science and technology have entered the fruit chain.

According to Nikkei Asia, in addition to the breakthroughs in mobile phone manufacturing and optical lenses,Chinese mainland company BOE will start providing OLED screens for the iPhone 13 series as early as next quarter if it can get approval from Apple Inc this quarter.。

It is reported that last year BOE began to provide OLED screens for older iPhone products. The report believes that BOE is the best hope for China's screen technology to challenge Samsung.

Samsung is currently the highest market share and most technologically advanced OLED screen supplier in the world. Apple Inc will add BOE to Apple Inc's supply chain, on the one hand, it can also enhance their bargaining power with Samsung.

In addition, several Chinese companies appeared on Apple Inc's list of suppliers for the first time last year, including screen maker Shen Tianma, memory chip maker Gigabit Semiconductor and Nexperia, owned by Wentai Technology, China's largest smartphone assembler.

It has been reported that Anshi Semiconductor, a subsidiary of Wentai Technology, will buy the fab of Newport Wafer Fab (NWF), Britain's largest chipmaker, for 63 million pounds (560 million yuan).

In addition, Taiwan Kecheng Technology and Shenzhen Changying Precision were among Apple Inc's TOP200 suppliers for the first time last year. Eric Tseng, chief analyst at Isaiah Research, saidCompanies such as Lixun Precision, Goyle Acoustics, Wentai Technology and Lance Technology have all recently won Apple Inc supply chain orders.. He added that the rise of Lixun Precision could become a "bargaining chip" between Apple Inc and Foxconn.

Eric Tseng said, "We expect that as geopolitical uncertainty continues to rise in the next few years, Apple Inc needs to diversify procurement to better control costs, which will provide a good opportunity for Chinese suppliers. Chinese manufacturers will increase their share in Apple Inc's supply chain, which will also put more pressure on existing Apple Inc suppliers. "

According to reports, Apple Inc, Lixun Precision, Lance Technology, BOE and Sunny Optical did not respond to Nikkei Asia's request for comment.

04. Conclusion: "fruit chain" may usher in a big reshuffle.

Being able to enter Apple Inc's supply chain is still the strongest identity authentication for players in the consumer electronics manufacturing supply chain. Apple Inc mainland suppliers continue to make breakthroughs in business scope and proportion, and gradually erode the market of players in Taiwan, Japan and South Korea. Will become the norm.

On the one hand, it benefits from the outstanding achievements made by Chinese mainland in epidemic prevention, which gives the advanced manufacturing industry a stable development environment, and also benefits from the rapid development of China's advanced manufacturing enterprises in manufacturing, technology, management and so on in recent years.The mainland players in Apple Inc's supply chain are developing from individual champions to all-around champions, which will also create a new pattern of advanced manufacturing world represented by Apple Inc supply chain players.。

The next step is to break through from machine manufacturing to the supply of core / high-value components needed by Apple Inc, such as various chips and sensors, which requires stronger technology accumulation.