Apple's supply chain in Taiwan does not comment on relevant rumors. Legal persons believe that Apple’s recent performance in US stocks has been relatively strong. Although the current shareholder’s Da Liguang’s previous law talks released a relatively conservative outlook this quarter, foreign investors have bought over four consecutive trading days, and local investment and self-owned merchants have also joined the list. May just receiveiPhoneThe new machine will begin to pull the news and advance the card slot.
The supply chain revealed that Samsung was previously affected by the downturn in sales of iPhone X. The OLED production line was almost completely shut down for several months. The original market generally believed that Samsung would not restart the OLED production line until the end of June or the beginning of the third quarter, but now it started in May. , and plans to double production capacity in June.
Since OLED is one of the most representative production components for iPhone production difficulty, Samsung actively restored the scale of OLED production and quickly increased its production capacity. It revealed that there are signs that the iPhone's new machine components will be pulled earlier this year.
It is reported that Samsung's OLED production capacity in May is about 2 million to 3 million, and it plans to double its monthly output to 4 million to 6 million units after June. The volume production in advance is quite unusual. Judging from a legal person, it is likely that Apple has re-emerged in order to avoid the recurrence of OLED supply problems last year.
Apple supply chain analysis, OLED mass production is difficult, plus it is applied to mobile phone display function, so play the most critical role in the entire iPhone components. Once the mobile phone panel starts to pull the goods, the rest of the casing, battery, processor chip, lens, etc. must be shipped immediately and delivered to the downstream factories such as Hon Hai, Wistron, and Woosung for assembly, which means that the entire Apple laptop chain is Will "move up" again.
According to the legal person, Apple will introduce three new iPhones in one breath this year, and the demand for parts and components will be greater than the same period of last year. Therefore, the supply chain may indeed ship ahead of schedule to meet the demand for Apple's production capacity. The downstream foundries will have to recruit new workers this year. Work in advance to avoid recurrence of shortage problems.
It is reported that the main suppliers of new iPhone cases this year are Ke Cheng and Hong Zhun. The lens is based on Da Liguang. The touch sticks are GIS and TPK. The most critical downstream assembly plants are Hon Hai and Heshuo. Wistron.
As for the price of the new iPhone this year, analysts pointed out that Apple’s purchase price for the new iPhone X 2 will be US$899, which will be US$100 cheaper than the current iPhone X, which will be about 10% lower than that of the iPhone X 2. It is equipped with a 6.5-inch OLED panel. The iPhone X Plus will sell at the same price as the current iPhone X at $999, and the 6.1-inch LCD version will cost $799.