On September 14th, 118.05 million iPhone 8 Plus shipped from Zhengzhou Foxconn, began to transport to all parts of the world, 2.78,000 of them will come to the Chinese market. If you are the first batch of users who book iPhone 8 Plus, then the fastest on September 22, you can use the new iPhone.
Apple has 13 assembled plants in the world, with hundreds of parts suppliers. Components from all over the world are shipped to each factory in Apple. After assembly, they are sold to all over the world, which is Apple's global production strategy - which is extremely important to mainland suppliers.
After the iPhone X is released, Weibo @ 中 金 released a BOM cost list on iPhone X (256GB versions) online, on the list of list, iPhone X's material cost is as high as $ 412.75 (about 2,700 yuan).
Compared to iPhone 7 (32GB version) 220 US dollars (about 1470 yuan) material cost is twice, it is no wonder that iPhone X is priced as $ 999 (the national row version is 8388 yuan) .
The iphone X material cost is rising, which is related to the following factors:
Apple is customized to Samsung's OLED full screen, cost price is as high as $ 80, up 86% year-on-year
Box + double-sided glass design in stainless steel, these two appearance costs are as high as 53, up 140% year-on-year
The double camera supports optical anti-shake, the cost price is $ 33, up 65% year-on-year
Added a new original camera, each component cost is $ 25
Added wireless charging receiver, chip, and coils of 6 US dollars
However, all parts of the iPhone X are upgraded, will be apparent from the cost, including the figure of the mainland supplier.
An Jie Technology is one of the suppliers of iPhone X-screen touch layer function. It is an overall plan design provider engaged in specialized materials such as special electronic insulation materials, buffer materials, and specific products including insulation sheets. Paper, conductive, solenoid, etc., even produced HOME keys.
An Jie Technology City value is about 30 billion yuan, of which Apple is its largest customer, accounting for nearly 50% sales. In addition, companies such as ASUS, HP, Motorola are also one of the customers of Anjie Technology.
At present, the main factories of Anjie Technology are set in Suzhou, covering an area nearly 60 acres, with a building area of 38,500 square meters, with 1,200 employees - However, in Apple suppliers, the scale of Anjie Technology is not the largest.
Shenzhen Lanzi Technology may be a more well-known Apple supplier, the glass cover on the iPhone 8 & iPhone X, is supplied by Lans Technology. The need for a new design of iPhone has increased significantly to the glass cover.
Since September 2016, the share price of Lans Technology has risen from 22.84 yuan to 29.96 yuan, the market value is close to 80 billion yuan, and the Board of Directors of Blue Si Technology is about 10 billion US dollars. It is the richest female rich in the science and technology circle. One.
It is worth mentioning that LanS Technology not only provides glass panels for mobile phone manufacturers such as Apple, Xiaomi, but also actively develop new materials products, including precision ceramics, sapphire long crystal, etc., Xiaomi Mix's ceramic body is to Lansi Technology Customized.
In addition to the glass fuselage, the stainless steel box is also a part of the iPhone X, and the Apple official website describes its "surgery stainless steel".
As early as a few years ago, the description of domestic mobile phone manufacturers had five flowers, such as Xiaomi's "Austenite 304 stainless steel", Meizu's "air magnesium aluminum alloy" - However, most domestic mobile phone manufacturers are mostly from metal The name of the box is hard, but "surgery stainless steel" on the iPhone X is actually emphasizing the quality of the frame in the metal.
IPASTS, which gave the iPhone X-SETS Stainless Steel, is a precision metal processing service provider from Kunshan, Jiangsu. Mainly developed, design, production and sales of the main metal product structure, and its products are widely used in digital 3C, medical equipment, new energy, automotive and other fields. From the product show of Kosen Science and Technology, the stainless steel components of many medical devices can be found.
Since the listing in the listing, the share price of Kesen Technology has risen from 19.39 yuan to 41.79 yuan, and the market value has reached 11.481 billion yuan.
Iphone X inner cutting-edge technology, behind these markets of 100 billion companies
In addition to changes in appearance, the most controversial part of the iPhone X is the "Liu Hai" on the center of the screen. In this small area, iPhone X integrates a large number of sensors that allows users to unlock their faces through the Face ID brush with the interaction of infrared lenses, floodlight sensing components, and dot matrix.
But let Face ID unlocks smoothly, there is a small part to be indispensable - that is the IRCF on the infrared lens (infrared cut filter). Place the IRCF at the front end of the CMOS or CCD, which can prevent partial red light and near-infrared light from entering the image sensor, thereby acting as a correction of the light.
Zhejiang Crystal Optoelectronics is one of the iPhone X IRCF suppliers. In addition to IRCF, crystal photoelectric products include optical low-pass filters (OLPF), these two types of products are widely used in digital cameras, mobile phone cameras, semiconductor lighting, mini projections Waitages and other fields.
In recent years, with the improvement of smartphone camera, the stock price of crystal optoelectronics also has a high boat. In 2012, it is 9.78 yuan per share, in September 2017, the share price per share has reached 27 yuan, the company market value is 146 100 million yuan.
Similar to crystal optoelectronics, Eufa is also rapidly rising by the Dongfeng taken by mobile phone.
In 2002, Oufu was began to develop IRCF, and later entered the touch screen and the imaging system field, and the two-test system of many thousand-yuan machines used Eufa light solutions. In addition, Eufa light has related technological accumulation in the field of fingerprint fingerprint recognition, OLED display. In the iPhone X components, Eufa is mainly responsible for providing a camera module.
At present, the market value of Oufu light is as high as 48.8 billion yuan. In the past five years, the stock price rose from 3.28 yuan to 21 yuan, and it is almost 7 times.
Wireless charging is a new major selling point of iPhone 8 & iPhone X, with wireless charging coil modules, is provided by a number of domestic suppliers such as Ji Xixuals, and Dongshan Precision. Among these three suppliers, Jialong is sure to be largest enterprises, with a market value of 63.5 billion yuan.
The sophisticated business coverage is quite wide, covering various connectors, acoustic components, antennas, power cords, etc. The radio antenna, random accessories, etc. in the iPhone are produced by the sophisticated effort production.
立 讯 精密 The founder Wang Laichun once is the first batch of employees in China in mainland China. After the work of Foxconn, she started from work in the past ten years. After more than ten years of struggle, there is now the main source of Apple, which is one of Apple's core suppliers.
The iPhone has been born in ten years, which has created a lot of supply chain, which has such a good image, and Eufa light, these market values, or even hundreds of billions of Apple suppliers, with Apple, a total of fate, just as described by Apple official website The same:
There are millions of people employing millions of suppliers in our entire world. The decisions we do may have an important impact on their lives and their communities.
For the "Apple Supplier", Apple's name is a radioplane, but also.
On September 13, the iPhone X released will end. Apple suppliers have dive, the reason is very simple - iPhone 8 & iPhone 8 Plus is limited, consumer purchase is not strong; while the update is large The iPhone X is dragged down from production, and it is necessary to delay in November shipping, may have to be able to keep up in early 2018.
The investors regard the stock market related stocks in the securities market "Apple Concept Unit". The iPhone is selling well, and has become an important indicator of the market to measure Apple suppliers.
The market research institutions Statista have selected six Apple suppliers such as Foxconn and JDI. It is found that there are nearly half of the annual income from the six manufacturers from Apple. If the apple chooses other suppliers, then these companies Performance will be greatly affected.
In fact, Apple has indeed done this.
In April 2017, Apple announced that it will gradually develop graphics processors. After 15-24 months, it will gradually reduce the dependence on GPU suppliers Imagination Technologies. Asa, Imagination Technologies stock price immediately fell, and did not recover the vitality.
Taiwan Shenghua Technology has been Apple's largest touch screen supplier. The classic iPhone 4 is a touch screen provided by Shenghua.
But in 2012, Apple's more transparent display effect in the iPhone 5 in the iPhone 5 - this time, because the iPhone's big money is still thinking Increasing the factory, expanding capacity, and it is difficult to rush.
Finally, the victory of the victory of Apple supported a thousand feet. In 2014, Shenghua Technology layoff more than 7,000, but still debate-building, Dongguan factory is even surrounded by the salary worker; at the end of 2016, Shenghua Technology was acquired by Lands Technology with a price of 1.22 billion yuan, at this time The factory has been suspended for nearly two years.
With a companion, how to handle the relationship with the iPhone, is the problem facing each Apple supplier. This is also why Foxconn has always wanted to get rid of Apple's "Hardwear Factory", and he does not hesitate to buy Nokia and Sharp, and it is necessary to build a brand.
The mall is like the battlefield, whether it is Apple or a numerous supplier behind the apple, must constantly improve the product, development technology under the spur of the market, and only so that they can always be popular - the business world is like this, the cruelty Wonderful.
Original link: https://www.eeboard.com/news/leecoo/
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