According to media reports, the iPhone 15 series will start mass production as soon as June this year, and the initial stocking volume may maintain last year's high level, which is expected to be around 85 million to 100 million units.。

 

Apple mobile phone Q1 shipments rose against the trend, "fruit chain" actively prepare for iPhone 15

 

The global smartphone market was sluggish in the first quarter of this year, with shipments declining significantly, but Apple's performance was very bright。According to Canalys, global smartphone shipments fell 13% year-on-year in the first quarter of this year to 2.69.8 billion units。Among the top five suppliers, only Apple recorded year-over-year growth, with market share rising to 21%。

 

The bright performance of iPhone sales is also reflected in Apple's earnings report.。In early May, Apple released its second-quarter results for fiscal 2023, which ended April 1.。Data show second-quarter revenue of 948.400 million dollars, the market expected 929.$8.1 billion; of which iPhone revenue was 513.$300 million, market expected 489.$700 million; net profit was 241.$600 million, market expected 226.$6.3 billion。

Apple's net revenue exceeded market expectations, and the iPhone14 series was a hit.。The market is moving, for this year's new iPhone15 series is also more looking forward to, even with the participation of the iPhone15 "fruit chain" are also very concerned about。

As a core member of the "fruit chain," TSMC has been revealed that nearly 90% of its 3nm (N3B) production capacity has been reserved by Apple and will be used for this year's new iPhone, MacBook and iPad.。

In addition to chips, other suppliers, such as Foxconn, reported earlier this year that the company had entered the NPI (new product introduction) phase of the iPhone 15, which is to identify and troubleshoot any problems that arise during the official production process.。

Generally speaking, can become the iPhone NPI foundry is an important supplier of Apple, Foxconn as the "fruit chain" assembly leader, into the iPhone 15 NPI stage is not surprising。

But in recent years, Apple's iPhone supplier is no longer dominated by Foxconn。It is reported that Lixun Precision will not only obtain the iPhone 15 Plus NPI and the 2024 iPhone 16 high-end model (Pro / Max) NPI, but will also share 27% of this year's iPhone 15 high-end model series with Pegatron.。Pegatron is expected to take 12% of the assembly share of the iPhone 15 Pro, while Lixun Precision will take 15% of the assembly share of the iPhone 15 Ultra.。

 

IPhone 15 mass production soon, Zhengzhou Foxconn, Lixun, etc. launched entry rewards

 

According to media reports, Zhengzhou Foxconn iDPBG business group will increase employee recruitment bonuses from May 29。One is the rebate model, divided into job seeker rebate bonus and introducer recommendation bonus, depending on the department, the total of the two bonuses between 2500 and 3500 yuan (RMB, the same below)。The other is equal pay for equal work + hourly spread, where job seekers are paid between $18 and $19 per hour in May-June and $20-21 per hour in July, depending on the department, while the introducer can also increase by $1 per hour.。

In addition to returning workers and hourly workers, Zhengzhou Foxconn has also been releasing a reward program for push-in workers.。Since the interview on May 4, the total reward of the recommender and the recommended person can reach 6000 yuan。

The iDPBG business group is responsible for Apple's iPhone assembly business, while Zhengzhou Foxconn is one of the world's largest iPhone assembly plants.。It is reported that the hot recruitment of iDPBG business group at this stage should be to prepare for the next iPhone 15 mass production.。

In order to prepare for the iPhone 15, not only Foxconn is recruiting, but Lixun Precision has also recently launched an induction award.。It is reported that Lixun Precision Jinxi plant recently in the recruitment of production line operators, positions including wiring, assembly, testing and packaging and other positions, entry reward up to 1800 yuan.。

 

MR Head Show Will Appear at Apple WWDC23 Conference？A number of MR-related "fruit chains" are concerned

 

In addition to the new iPhone, Apple's global developer conference WWDC23 this year has also attracted market attention.。The meeting will be held online from June 6 to 10.。The market expects Apple to release iOS17, macOS14, watchOS10, 15-inch MacBookAir, etc.。It is reported that Apple's MR (mixed reality) headsets will be unveiled at the conference。MR is based on VR (Virtual Reality) and AR (Augmented Reality).。Since the release of AirPods in 2016, Apple has not issued a key new single product for seven years, MR is expected to be the next wave of consumer electronics main line, this year WWDC MR is likely to debut。Apple MR chain sentiment expected to further catalyze as MR release looms。

At present, a number of AR / VR-related manufacturers have been listed as potential new members of the "fruit chain."。It is reported that Gao Wei Electronics is or is mainly responsible for supplying the camera modules required for Apple's MR head display equipment.。Sunny Optical said it will continue to cooperate with Apple in the AR / VR field, and the company has officially entered the iPhone lens supply chain.。In addition, Apple's supplier of acoustic components, Ruisheng Technology, and electronics enclosure supplier Tongda Group are also among the market concerns.。

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