Apple S Supply Chain Reshuffled, PCB Supplier Status Changed

- Aug 17, 2018-

In July, when the PCB industry entered the peak season, the sales momentum of apple's supply-chain related manufacturers increased. However, there was still not a large amount of shipments of PCB for new iphones.

Yaohua no longer produces hard and soft panels for batteries for new apple iphones this year. Instead, jialian invested a large sum of 10 billion yuan to set up a new production line in taoyuan guanyin to produce liquid crystal material (LCP) soft panel antennas.

Yaohua turned to specialize in the wireless bluetooth headset AirPods of apple this year.In addition to capacity allocation, yaohua is mainly optimistic about the high-speed growth potential of AirPods market, and the product has been revised this year. Orders are expected to have a better profit margin.

"We will not make any hard and soft panels for the power supply of apple's iPhone this year, but we will continue to be a supplier for the hard and soft panels used in batteries for apple's penphones, tablets and other products," yaohua said.As for the soft and hard knotted panels used in the original apple iPhone power supply, the market believed that the order did not go to Japanese and Korean PCB factories, but to xinxing (3037-tw), but the information was not confirmed by xinxing.

As to jia yi, big money developing iphone with LCP base material soft board antenna, formal large village field produced by the product of this year, foreign capital circle like murata production orders will be 70% of the apple by LCP soft board antenna, jia lian yi achieved 30%, for jia lian yi, cell phone will be to 5 g high frequency, high speed transmission, NFC, wi-fi, GPS and other communication module of LCP soft plate antenna needs more eagerly, and jia lian yi enlargement of another layer of our thinking, to get more LCP soft plate antenna orders increase market share.

In particular, it will be a positive boost for the company to invest in the new factory of guanyin and get the support from apple in terms of capital and equipment, reduce the cost burden of jialian company itself and further increase its production competitiveness.