On December 22, the China Securities News reported that Luxshare Precision is preparing to build a large-scale iPhone assembly plant, or will become one of the main foundries of Apple's mobile phones. In this regard, an insider of Luxshare Precision said that it has signed a confidentiality agreement with the customer, and it is inconvenient for the other party to disclose who it is, and everything is subject to the official announcement.
At present, the main OEM of iPhones is Foxconn, of which the latest iPhones are almost all foundries in mainland China. Yesterday, Lei Technology reported that it may not be willing to rely too much on the mainland region, and Apple intends to let the Foxconn factory in India produce the iPhone 13 series. Considering cost and efficiency, Xiao Lei believes that China is still Apple's best choice.
Apple knows that eggs cannot be put in one basket, otherwise the risk resistance will be relatively low, and it may lose the bargaining power with the foundry. In addition to Foxconn, Pegatron Technology, Weichuang Group, etc. have all oem iPhones for Apple, and Guangda, Renbao, etc. usually oem Macs, iPads, Apple Watches and other products for Apple.
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However, for users who do not know enough about the mobile phone foundry industry, the mention of iPhones thinks of Foxconn, which shows that Apple's dependence on Foxconn is relatively high. In this way, it is possible for Apple to find Luxun Precision OEM to produce iPhones. According to the domestic infrastructure speed, if the progress is fast, the factory may be able to OEM for the iPhone SE3 released in the middle of next year, and if it is slow, it should be able to OEM for the iPhone 14 series.
Luxun Precision originally mainly produced and sold connectors, connectors, RF antennas, acoustics, wireless charging, motors, Bluetooth headsets and other components, modules and system products, and only entered the field of machine manufacturing in 2017. This "fruit chain" leading enterprise originally cooperated closely with Apple, and Apple also understood the strength of Luxshare Precision, and now it is logical to produce iPhones on oems.
In the past six months, the stock price of Lixun Precision has risen by nearly 50%, and if it can cooperate with Apple, it is estimated that the stock price of Luxun Precision will rise more exaggerated next year. Of course, the most critical issue now is whether Luxshare Precision is really preparing to build an iPhone assembly plant, although it is very likely, but before the official announcement, we can not be sure.
Maybe next year, we can buy the iPhone 14 series mobile phones manufactured by Luxshare Precision, and then there may be netizens comparing the iPhone produced by Foxconn and Luxshare Precision which is better.