Apple’s recent unveiling of the iPhone 15 series has sparked significant interest in the global market, particularly regarding the supply chain and the involvement of Chinese manufacturers in key components. This blog post delves into the intricate details of the iPhone 15 series supply chain, with a special focus on the impressive strides made by Chinese manufacturers in crucial optical and other components.
Optical Components: Prism and Camera Lens:
The iPhone 15 Pro Max’s groundbreaking quadruple reflection prism design is a standout feature. Analysts speculate that China’s Zhejiang Lante Optics and Zhejiang Crystal Optoelectronics are prominent suppliers for this critical component. Additionally, Chinese company Gaowei Electronics is anticipated to enter the supply chain for the front lens modules, showcasing China’s increasing role in optical components.
Semiconductor Packaging: System-Level Packaging (SiP) Module:
Sun and Moonlight’s Huanxu Electronics currently dominates the system-level packaging module supply for the iPhone 15 series. However, the entry of Chinese companies like Jiangsu Changdian and Lixun Precision signifies a notable shift in the supply chain dynamics, further highlighting China’s growing influence in the semiconductor packaging domain.
Glass Protection and Acoustic Components:
China’s Lansi Technology and Bern Optics are expected to maintain their positions as the primary suppliers for glass protection backplates. Additionally, Gore Acoustics remains a significant supplier for acoustic components, emphasizing China’s steady presence in crucial aspects of the series.
The evaluation by Japanese foreign investors suggests that China’s Guangdong Desai Battery and Xinwangda Electronics have secured positions in the iPhone 15 series battery packaging supply chain, marking a notable stride for Chinese manufacturers in powering Apple’s flagship devices.
Assembly and Additional Components:
Furthermore, the company has made substantial inroads, capturing a significant share of the assembly OEM supply for various models in the iPhone 15 series.. Moreover, Lixun’s involvement in wireless charging modules, USB-C connection ports, connection cables, and Haptic technology components further underscores China’s deepening involvement in various integral aspects of the iPhone 15 series.
Moreover, this trend underscores the maturing capabilities and competitiveness of Chinese companies in the global tech landscape. Furthermore, it highlights the nation’s pivotal role in shaping the future of innovative technologies like the iPhone 15 series. This series unveils a significant shift in the supply chain dynamics, with Chinese manufacturers increasingly securing crucial positions in the production of key components.