Apple's three new mobile phones entered mass production stage, the supply chain performance rose significantly in July

Electronic enthusiasts eight o'clock in the morning: Apple's new mobile phone conference in September is getting closer and closer, and the various analysts of the ten-year version of the new machine have different opinions. However, there is a clear data that Apple's three new mobile phones have entered the stage of mass production acceleration - that is, the performance changes of Apple's supply chain, financial data shows that the revenue of various suppliers in July has increased significantly.

Although Apple's new mobile phone is released in the US and is the first to be sold, it relies on hundreds of parts suppliers and foundries in China, Japan and South Korea. The performance changes in the supply chain also reflect the preparation information of Apple's new products.

According to an industry source quoted by the Taiwan Electronic Times website on August 9, Apple’s three new mobile phones have been put into mass production this year.

Among the three new mobile phones, the new iPhone 8 decade version will use the OLED screen provided by Samsung Display, and the other two will continue to use traditional LCD screens. According to sources, when the new mobile phone is released, the two LCD screen products will not be out of stock, but the new version of the 10-year version will be in short supply.

According to industry insiders, the market is full of expectations for Apple's new mobile phone, including the 10-year version, which will improve the performance of most component suppliers in the second half of the year, and some suppliers' monthly or quarterly revenues will set a new record.

According to recent data released by manufacturers, in July, revenue from flexible circuit board manufacturers, Ding Technology Holdings and Flexium Interconnect, increased by 12.39% and 11.31%, respectively, to NT$8.06 billion and NT$1.734 billion.

Another Apple circuit board supplier, Compeq Manufacturing, received NT$4,458 million in July, a surge of 22.28% year-on-year.

Other Apple component suppliers, such as camera maker Dali Optoelectronics, mobile phone casing provider Kecheng Technology, touch module supplier GIS, and integrated circuit back-end service provider KEYC, all achieved strong revenue growth in July.

According to reports, in August, the number of three new mobile phones delivered by major manufacturers to Apple will increase significantly. According to sources, in the third quarter of this year, the revenues of the three Apple mobile phone assembly plants, including Foxconn Group, Heshuo Technology and Wistron Group, will set a new record.

According to several media reports, according to the usual practice, Apple's three new mobile phones will be released in September, but the initial supply of the iPhone 8 will be very limited. It is said that the OEM 8 manufactured in the third quarter has only a few million.

Apple's 10-year version of this year's mobile phone has achieved significant upgrades, especially the elimination of physical buttons, which has greatly increased the screen ratio. Although the screen size is 5.8 inches, the physical size of the mobile phone is close to the past 4.7-inch mobile phone. Wall Street analysts predict that Apple's mobile phone will usher in a super upgrade cycle, Apple's biggest challenge is to let the foundry produce enough iPhone 8.

Obviously, the super upgrade cycle of Apple's mobile phone will also bring huge benefits to the upstream supply chain, especially the huge Apple mobile phone manufacturing base in Zhengzhou, Henan Province, which is expected to be in a state of overtime.

Double Twisting Machine

Double Twisting Machine

Application:


The high speed machines mainly used for stranding copper wire, aluminum wire, steel wire, ACSR and wire rope. Accompanied with taping head, it can used for insulation cores and some control cable stranding process.
Component:

Central pay-off, cage host, taping device(optional), capstan, take-up and traverse device and electric control system.
Main Character:
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