The secret of Apple's powerful industrial chain! List of major suppliers

According to reports, the demand for iPhone 6 and iPhone 6 Plus is strong. The Foxconn Zhengzhou plant of Hon Hai Group produces about 540,000 new machines every day. The output has reached a record high and still cannot meet the demand for orders. The market expects that the shortage will not be relieved until the first quarter of next year. According to the report, the most serious shortage is the 128G iPhone 6 Plus.

Hon Hai's Foxconn Zhengzhou plant is in line with the demand for two new iPhone shipments. The 100 production lines in the plant operate 24 hours a day, and more than 200,000 workers specialize in producing key components such as new iPhones and metal shells. According to the report, the Zhengzhou factory produces about 400,000 iPhone 6 per day, and the iPhone 6 Plus has about 140,000 per day, but such output still cannot meet the demand for orders. According to informed sources, Foxconn Zhengzhou plant is still increasing the production line of iPhone 6 Plus, but the yield of 5.5-inch screen suppliers is still only 50% to 60%, and the failure rate is nearly half, which also leads to serious shortage of iPhone 6 Plus. One of the main reasons.

In comparison, the 4.7-inch iPhone 6 has a higher screen yield, so the supply is smoother. According to the well-known dismantling website iFixit, the iPhone 6 Plus was successfully purchased and the dismantling report was released. As expected, the main components were all taken over by first-tier manufacturers such as Qualcomm, and domestic manufacturers failed to enter the ranks of major IC component suppliers.

Taiwanese investors said that from the current iPhone 6 in the strong buying momentum around the country, it is estimated that the total shipments this year can be estimated to reach 120 million. In addition to the recruitment of Foxconn and Heshuo for the iPhone6, other suppliers are also working overtime. Delta is the main supplier of the iPhone hot-press yoke. Recently, due to the shipment of Apple's new machine, the production line is busy, and the company is optimistic about the performance of this quarter and the next quarter.

The casing factory can also benefit from the shipment of the iPhone 6, and announced yesterday that it will once again increase its business equipment at the Suqian plant in mainland China. The purchase amount of equipment is 378 million yuan. The cumulative capital expenditure this year has reached nearly 18.4 billion yuan.

Apple soft board supplier F-臻 Ding pointed out that the current production capacity of the Shenzhen factory can only be described as “full explosion” and the production line is very busy. Since the optimistic about the new products of customers will be hot, the F-Ding Ding mainland recruitment plan has been launched two months ahead of schedule.

Although the domestic Apple supply chain is in the downstream of the industrial chain, the profit is relatively thin, but now the iPhone 6's hot sale has boosted the performance of the three manufacturers in this year. Since June, the first batch of parts and components that began in the Apple supply chain have been stocked, failing to set off waves in the Apple industry chain. Now, the second round of stocking of iPhone6 ​​parts will have a certain positive impact on the annual performance of the companies in the industry chain. It may be thick and thin, and it is reasonable to set off a wave of market.