Mainland Chinese Suppliers Play Crucial Role in iPhone 15 Series Supply Chain
A significant number of mainland Chinese suppliers have secured essential positions in the supply chain of Apple’s latest iPhone 15 series, according to industry analysts and foreign investment institutions. The revelation indicates China’s continued dominance in supplying key components for Apple’s flagship products.
Quadruple Reflective Prism Design
Renowned analyst Ming-Chi Kuo from mainland Tianfeng International Securities has disclosed that Apple’s flagship iPhone 15 Pro Max periscope camera is likely to feature a quadruple reflective prism design, with manufacturing duties primarily assigned to Zhejiang Lante Optics China. Zhejiang Crystal Optoelectronics is speculated to be the secondary supplier for this critical component, as concluded by Japanese foreign-funded organizations.
Camera Lens Modules
The supply chain analysis further reveals that mainland Chinese supplier China Gaowei Electronics is expected to provide front face lens modules for the iPhone 15 series, according to Ming-Chi Kuo and American and Japanese foreign investors. Additionally, China Sunny Optical is identified as the potential supplier for a range of camera lens modules.
Central Processor
The iPhone 15’s new A17 Pro central processor is produced using the TSMC N3E process, ensuring enhanced performance and efficiency.
Semiconductor Packaging
USI Electronics, a subsidiary of ASE Investment Holdings, is believed to be the primary supplier of system-in-package (SiP) modules for the iPhone 15 series, reports the study. Chinese companies China Changdian Technology and Luxshare Precision are expected to collaborate with USI Electronics in establishing a robust SiP module supply chain. Japanese foreign investors are estimated to join the assembly as well.
Protective Glass Backplane
China Lens Technology and Bourne Optics remain the sole suppliers for the protective glass backplane. Goertek continues to dominate the supply of acoustic components, while Guangdong Desai Battery and Sunwanda Electronics are identified by Japanese foreign-funded organizations as key players in the iPhone 15 series battery packaging supply chain.
Screens and Assembly
The iPhone 15 series mainly relies on screen suppliers Samsung Display and LG Display, with the possibility of BOE joining in the future. However, BOE has faced initial production challenges related to the Ynys Glyfar cutout, which they are diligently working to resolve. On the assembly OEM side, Luxshare Precision has witnessed a continuous improvement in its position in the iPhone 15 series supply chain, as per analyses by American and Japanese foreign investment institutions. Luxshare Precision is now involved in the assembly of iPhone 15, iPhone 15 Plus, and the top version iPhone 15 Pro Max. Its overall assembly share is estimated to be around 28% to 30%, making it the second-largest contributor after Hon Hai Group’s share of 58% to 60%. Furthermore, Luxshare Precision is speculated to have entered the supply chain for iPhone 15 series wireless charging modules, USB-C ports and cables, and haptic feedback components.
Source: Apple iPhone 15 Series Supply Chain Revealed: Prominent Role of Mainland Chinese Manufacturers
A large number of mainland Chinese suppliers are in an important position in the iPhone 15 series supply chain. (Photo / Apple official website)
Part of the supply chain information of Apple’s newly released iPhone 15 series has been revealed. Well-known analysts and foreign investment institutions pointed out that mainland Chinese suppliers still occupy an important position in the supply chain of the iPhone 15 series.
According to “Core Intelligence News”, mainland Tianfeng International Securities analyst Ming-Chi Kuo revealed that the quadruple reflective prism design built into Apple’s flagship iPhone 15 Pro Max periscope camera is likely to be manufactured in mainly from Zhejiang Lante Optics China. Supplier, Zhejiang Crystal Optoelectronics may be the second supplier. Japanese foreign-funded organizations also did the same analysis on the iPhone 15 supply chain.
According to reports, in terms of camera lens modules, Ming-Chi Kuo and foreign-funded organizations from Japan believe that China Gaowei Electronics could be the supplier of front face lens modules for the iPhone 15 series; organizations funded by American and Japanese foreign money believe that China Sunny Optical is the supplier of the iPhone 15 series. The supplier of a series of camera lens lenses.
As for the central processor, the new A17 Pro from iPhone 15 is produced by the TSMC N3E process.
The report noted that in terms of semiconductor packaging, as well as the main supplier of system-in-package (SiP) modules for the iPhone 15 series, USI Electronics, a subsidiary of ASE Investment Holdings, is expected to join Japanese. foreign investors, China Changdian Technology and Luxshare Precision Established the system-in-package module supply chain for the iPhone 15 series.
As for the protective glass backplane, China Lens Technology and Bourne Optics are still the only two suppliers. When it comes to acoustic components, Goertek still accounts for most of the supply. In terms of batteries, Japanese foreign-funded organizations believe that China’s Guangdong Desai Battery and Sunwanda Electronics have entered the iPhone 15 series battery packaging supply chain.
In terms of screens, the iPhone 15 series is mainly supplied by Samsung Display and LG Display, and BOE may also join in the future. Previously, there were rumors that BOE, as one of the early screen suppliers designed for the iPhone 15, encountered a problem with the Ynys Glyfar cutout during the initial production process and was solving the mass production problem.
On the assembly OEM side, Luxshare Precision’s supply chain position in the iPhone 15 series continues to improve. According to an analysis by American and Japanese foreign investment institutions, Luxshare Precision has entered the OEM supply chain of the assembly of iPhone 15, iPhone 15 Plus and the top version iPhone 15 Pro Max. Korean media and European foreign-funded organizations believe that Luxshare Precision’s overall assembly share of the iPhone 15 series has increased to 28% to 30%, second only to Hon Hai Group’s share of 58% to 60%.
Japanese foreign investment institutions also believe that Luxshare Precision has also entered the supply of iPhone 15 series wireless charging modules, USB-C ports and cables, and haptic feedback components (Haptic technology).
Article source: Apple iPhone 15 series supply chain exposed: Many mainland Chinese manufacturers appear
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