apple (AAPL-US) recently announced the supply chain list for the 2021 fiscal year. According to statistics, a total of three Taiwanese factories were included and seven were excluded this year. It is worth noting that Taiwanese factory Shuanghong (3324-TW), Kangkong (4943-TW), Liangwei (6290-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(4915-TW) and Ruiyi (6176-TW), Golden Arrow Printing and Pioneer Materials.
In addition to the Taiwan factory, Chinese suppliers have seven in and six out, and the lineup has been slightly revised down. Among them, Zhongke Sanhuan, Crystal Optoelectronics, and Wingtech Technology have entered the supply chain, while Oufeiguang has been eliminated; Japanese companies have 4 in and 5 out. Japanese light metals and energy group ENEOS joined 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.
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