apple (AAPL-US) recently announced the supply chain list for the 2021 fiscal year. According to statistics, three Taiwanese factories were included and six were excluded this year. It is worth noting that Taiwanese factory Shuanghong (3324-TW), Kangkong (4943-TW) was only included in the supply chain last year, but this year Apple was not on the list and has been removed from the supply chain list.
The Taiwan factories that joined this year include Taiwan Powder Technologies, SMT supplier Taiwan Table Technology (6278-TW), and the keyboard MTS (membrane touch switch) major manufacturer Kejia-KY (5125-TW), while those removed are Shuanghong, Kangkong, Liangwei (6290-TW), Zhishen Branch (4915-TW) and Ruiyi (6176-TW), Golden Arrow Printing.
In addition to the Taiwan factory, Chinese suppliers have seven in and six out, and the lineup has increased slightly. Among them, Zhongke Sanhuan, Crystal Optoelectronics, Wingtech Technology, etc. have entered the supply chain, while Oufeiguang has been eliminated; Japanese companies have 4 in and 5 out, and Japan Light metals and energy group ENEOS joins the supply chain.
South Korean IC design LX Semicon also became a new member this year. In the US, Power Integrations (POWI-US), Lattice Semiconductor (LSCC-US) to join the supply chain, Maxim (MXIM-US), Trinseo (TSE-US) is removed.
In the past, Apple will announce the top 200 major suppliers. However, since the 2020 fiscal year, the Apple supply chain list only defines the top 98% of raw material, manufacturing, and assembly suppliers, and the latest list is the 2021 fiscal year, which is the first 2020 Four seasons to the third quarter of 2021.
The changes in Taiwan factories are still mainly related to electronic components. From the perspective of manufacturers removed from the list, Liangwei (6290-TW) Although still supplying Apple products, in recent years, the company has strategically reduced unit prices and products with lower gross profit margins, focusing on smart home-related HomePod, Apple TV and other power lines.
As for Shuanghong’s response, this list is a list of the top 200 suppliers, and the company is still Apple’s main cooling module supplier; Ruiyi pointed out that it is not clear regarding the changes in the list, the existing cooperation methods with customers have not changed, and the market is It is believed that it may be related to the 12.9-inch iPad model that did not win the introduction of MiniLED applications last year.
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