US-China tech war: Apple puts China squarely at the apex of supplier list, bucking talk of decoupling and scrutiny of its vendors

[Han Patriot]

FYI guys, the foxconns Luxshare etc are still in China, components are stil produced in China because of one simple reason, WE ARE THE LARGEST MARKET. Vietnam is an assembly point where cheap labour is used to assemble the phone to sell to US. Why do you think China has a 40bil$ surplus vs Vietnam?

 

[mike2000 is back]

here is the actual suppliers list straight from apple. It blows a big hole in Chinese propaganda when you start to dig into the components that are sourced from Chinese companies in China. Glue, fasteners, printed circuit boards, speakers, connectors and batteries and so on...

https://www.apple.com/supplier-responsibility/pdf/Apple-Supplier-List.pdf

of course, I haven’t researched the whole list but if only $8.46 in labor and parts for the iPhone X comes from China then it can’t really be high value , high tech components. Readers are welcome to research the list and form their own conclusion.

The global information provider IHS Markit estimates that for every iPhone X that gets sold, $110 is sent to Samsung, the South Korean conglomerate that makes iPhone displays… Another $44.45 finds its way to the iPhone’s memory chip suppliers: Toshiba Corp. of Japan and SK Hynix Inc. of South Korea. A little money goes to Singapore; a little goes to Brazil; a little goes to Italy; and a little goes to Corning, N.Y. The vast majority of those dollars go to Apple Park in Cupertino, Calif., while China earns only an estimated $8.46 for the labor and parts that it supplies.

Apple's iPhone isn’t made in China — it’s made everywhere

Apple's iPhone isn’t made in China, it’s made everywhere. Apple's iPhone may be calculated as a Chinese import, but is reality…

macdailynews.com

https://mms.businesswire.com/media/20171108005056/en/622977/5/iPhoneX_cost_summary.jpg?download=1

The Devil is always in the details I guess?

 

[FairAndUnbiased]

here is the actual suppliers list straight from apple. It blows a big hole in Chinese propaganda when you start to dig into the components that are sourced from Chinese companies in China. Glue, fasteners, printed circuit boards, speakers, connectors and batteries and so on...

https://www.apple.com/supplier-responsibility/pdf/Apple-Supplier-List.pdf

of course, I haven’t researched the whole list but if only $8.46 in labor and parts for the iPhone X comes from China then it can’t really be high value , high tech components. Readers are welcome to research the list and form their own conclusion.

The global information provider IHS Markit estimates that for every iPhone X that gets sold, $110 is sent to Samsung, the South Korean conglomerate that makes iPhone displays… Another $44.45 finds its way to the iPhone’s memory chip suppliers: Toshiba Corp. of Japan and SK Hynix Inc. of South Korea. A little money goes to Singapore; a little goes to Brazil; a little goes to Italy; and a little goes to Corning, N.Y. The vast majority of those dollars go to Apple Park in Cupertino, Calif., while China earns only an estimated $8.46 for the labor and parts that it supplies.

Apple's iPhone isn’t made in China — it’s made everywhere

Apple's iPhone isn’t made in China, it’s made everywhere. Apple's iPhone may be calculated as a Chinese import, but is reality…

macdailynews.com

https://mms.businesswire.com/media/20171108005056/en/622977/5/iPhoneX_cost_summary.jpg?download=1

1. the first posted list of suppliers does not go into which supplier provide which component or service, only the location.

2. the iPhoneX BoM does not break down by country and some suppliers have unknown Where did you see $8.46 listed there? I believe Foxconn makes the enclosure in house, granting minimum $61 to Foxconn.

 

[dbc]

1. the first posted list of suppliers does not go into which supplier provide which component or service, only the location.

2. the iPhoneX BoM does not break down by country and some suppliers have unknown Where did you see $8.46 listed there? I believe Foxconn makes the enclosure in house, granting minimum $61 to Foxconn.

1. Easy enough to find the suppliers with a simple search to figure out what they make and where.

2. the 8.46$ is supplied by macdailynews.com link in my earlier post.

 

[Viva_Viet]

FYI guys, the foxconns Luxshare etc are still in China, components are stil produced in China because of one simple reason, WE ARE THE LARGEST MARKET. Vietnam is an assembly point where cheap labour is used to assemble the phone to sell to US. Why do you think China has a 40bil$ surplus vs Vietnam?

foxconns Luxshare etc are still in China bcs they havent got 25% tariff yet. Even your boss also will flee to VN if his bussiness got 25% tariff

Rich Cnese only love money, no one care abt homeless Cnese boys

 

[FairAndUnbiased]

1. Easy enough to find the suppliers with a simple search to figure out what they make and where.

2. the 8.46$ is supplied by macdailynews.com link in my earlier post.

This is a joke right? For example Texas Instruments makes microcontrollers, power management and RF solutions. How would I know which one is used?

How would I know if it's TI Dallas or TI Chengdu that made them if both locations are listed?

Secondly that claim is not completely supported by the BoM.

Finally that's an old iPhone. Now the big ticket item - the display - is being supplied in part by BOE.

Finally, BOE has passed Apple's certification - to supply iPhone 12 OLED this month

Finally, BOE has passed Apple's certification - to supply iPhone 12 OLED this month. This is happening earlier than anticipated

www.gizchina.com

 

[dbc]

How would I know if it's TI Dallas or TI Chengdu that made them if both locations are listed?

Finally that's an old iPhone. Now the big ticket item - the display - is being supplied in part by BOE.

does it matter it's Texas Instruments an American firm.
Yes the tear down analysis by IHS Markit is for the iPhone X. iPhone 12 may be shipped with BOE displays or LG or Samsung we will only know at the next tear down.

In any case BOE contributes large scale manufacturing of OLED in the BOE, Kopin and Olightek joint venture. So the OLED tech isn't really Chinese it's from Kopin America. Yes the value of the mass OLED production IP can't be understated so Olightek has credit.

The entry of BOE into this niche part of the display industry is interesting. The combination of Kopin, Olightek and BOE is a strategic blend of Kopin's microdisplay expertise, Olightek's micro OLED manufacturing capabilities and BOE's world class large scale manufacturing and is designed to dominate the OLED microdisplay market.

BOE, Olightek and Kopin form JV for OLED-on-Silicon Manufacturing

 

[FairAndUnbiased]

does it matter it's Texas Instruments an American firm.
Yes the tear down analysis by IHS Markit is for the iPhone X. iPhone 12 may be shipped with BOE displays or LG or Samsung we will only know at the next tear down.

In any case BOE contributes large scale manufacturing of OLED in the BOE, Kopin and Olightek joint venture. So the OLED tech isn't really Chinese it's from Kopin America. Yes the value of the mass OLED production IP can't be understated so Olightek has credit.

The entry of BOE into this niche part of the display industry is interesting. The combination of Kopin, Olightek and BOE is a strategic blend of Kopin's microdisplay expertise, Olightek's micro OLED manufacturing capabilities and BOE's world class large scale manufacturing and is designed to dominate the OLED microdisplay market.

BOE, Olightek and Kopin form JV for OLED-on-Silicon Manufacturing

That's for microdisplay OLEDs which are for smart watches, VR, etc (size<2 inch).

It is very different than the AMOLED or LCD TFT display tech used for smartphones which used much bigger screens (3.5 inch old school IPhone but today almost universally 4.3-6 inch). Different requirements in pretty much every category (pixel size, update frequency, color depth, chemistry, driver bus, etc) and of course, size.

 

[dbc]

That's for microdisplay OLEDs which are for smart watches, VR, etc (size<2 inch).

It is very different than the AMOLED or LCD TFT display tech used for smartphones which used much bigger screens (3.5 inch old school IPhone but today almost universally 4.3-6 inch). Different requirements in pretty much every category (pixel size, update frequency, color depth, chemistry, driver bus, etc) and of course, size.

wrong again the next generation of displays for large (TV) and small devices is going to be based on microLED. Apple next generation iPhone display will be based on microLED.

Here is a prototype of a 110 inch Samsung microLED TV.

 

[TigerOfMysore]

Apple is protecting what is to become its largest market. It would be corporate suicide as a consumer company to not play right in the middle. Apple cannot afford to loose the Chinese market. They know it, China knows it and the US knows it. Decoupling is a fancy word thrown around loosely but it is not as easy as people think.

 

[FairAndUnbiased]

wrong again the next generation of displays for large (TV) and small devices is going to be based on microLED. Apple next generation iPhone display will be based on microLED.

Here is a prototype of a 110 inch Samsung microLED TV.

luckily for the audience, I actually work in the semiconductor industry and have extensively worked with displays in all areas ranging from R&D to engineering application to business. You can't intimidate me with word games.

a microdisplay is an industry standard terminology. It's not my problem that you get easily confused by 'microLED' vs 'microdisplay'.

From your own source:

Kopin's expertise lies in microdisplay design and manufacture

The three have agreed to form a Joint Venture (JV) to build new state-of-the-art OLED-on-Silicon manufacturing facility in China to serve anticipated needs for displays in VR and AR headsets.

Definition of microdisplay:

A microdisplay is a display that has a very small screen. The screen size of microdisplays is usually less than two inches diagonal. This type of tiny electronic display system was introduced commercially in the late 1990s. The most common applications of microdisplays include rear-projection TVs and head-mounted displays.

Hmm, seems to me that Kopin is manufacturing exactly what they said they were: microdisplays, not microLEDs, in the exact same industries that microdisplays are used in, consistent with what I said.

MicroLED: As of 2020, microLED displays have not been mass-produced

Oh shit man, apparently, microLEDs like you claim, aren't being manufactured yet. They're in prototype phase. How is Kopin gonna set up a manufacturing process for that which they've never claimed to have for a product that isn't commercially available yet?

And to top this off, the core tech - chemical vapor deposition - is in the hands of Olightek, according to your own source again.

 

[Han Patriot]

foxconns Luxshare etc are still in China bcs they havent got 25% tariff yet. Even your boss also will flee to VN if his bussiness got 25% tariff

Rich Cnese only love money, no one care abt homeless Cnese boys

You US will tariff phones made in China for the Chinese Market? Hahahahaha. All Chinese love money but they understand what a strong China can do. Look at Vietnam now, begging for vaccines. Lol. Do I need to post Vietnamnese slums to remind you of your status as a poor person?

 

[KAL-EL]

Apple will finally start to add high resolution audio to its music streaming service.

Might just give it a try to see how it stacks up against Deezer HiFi

 

[CAPRICORN-88]

Can those who claimed US and Western MNC that have fled or escaped from China kindly provide a list those names in here for our information?

 

[dbc]

luckily for the audience, I actually work in the semiconductor industry and have extensively worked with displays in all areas ranging from R&D to engineering application to business. You can't intimidate me with word games.

a microdisplay is an industry standard terminology. It's not my problem that you get easily confused by 'microLED' vs 'microdisplay'.

From your own source:





Definition of microdisplay:



Hmm, seems to me that Kopin is manufacturing exactly what they said they were: microdisplays, not microLEDs, in the exact same industries that microdisplays are used in, consistent with what I said.

MicroLED: As of 2020, microLED displays have not been mass-produced

Oh shit man, apparently, microLEDs like you claim, aren't being manufactured yet. They're in prototype phase. How is Kopin gonna set up a manufacturing process for that which they've never claimed to have for a product that isn't commercially available yet?

And to top this off, the core tech - chemical vapor deposition - is in the hands of Olightek, according to your own source again.

oh no! you from industry ...Kopin does micro displays and not microLED - you American burger flipper know nothing .


US-based Microdisplay developer Kopin announced an agreement with Jade Bird Display (JBD) to develop superbright monochrome microLED microdisplays. Kopin says that LED technology has the potential to enable super-high brightness and low power consumption displays.

Under this new agreement, JBD will provide LED wafers and hybrid bonding service to Kopin who will used its own silicon backplanes to produce monochrome 2kx2k 1" microdisplays.

Kopin is currently producing LCD, LCoS and OLED microdisplays. The company developed several microLED display technologies (US 5,300,788, 5,453,405, 6,403,985).

Kopin and JBD to develop monochrome 2K microLED microdisplays | MicroLED-Info

US-based Microdisplay developer Kopin announced an agreement with Jade Bird Display (JBD) to develop superbright monochrome microLED microdisplays. Kopin says that LED technology has the potential to enable super-high brightness and low power consumption displays. Under this new agreement, JBD...

www.microled-info.com