The new material in the smart phone applications, Apple is often not the first use, but once the iPhone to switch to new materials, the mobile phone industry will lead to a substantial follow-up, due to a new generation of iPhone with glass case and metal frame design, the same situation is expected However, Taiwan factory in the glass industry rather than ink, but the metal chassis occupy a key role.
In recent years, iPhone metal chassis to Taiwan factory order quantity observation, mainly by Hon Hai's Hongzhun, and can be divided into two, because Hon Hai as iPhone's largest foundry, under the blessing of rich daddy, Hung prospective metal Enclosures are often more than orders, and even the highest gold iPhone X, also won by Hong exclusive, can be the main attack iPhone 8 series of orders.
However, the tie-up situation between the two bears is expected to be broken next year.Kaesun recently announced that the Board of Trustees passed the 3.893 billion yuan of capital expenditure for the purchase of machinery and equipment and plant construction, compared with a total of 450 million yuan in capital expenditures this year, an increase of 7.7 times.
Market came out, Aries has entered the iPhone supply chain this year, but only provide mobile phone side buttons, with the large-scale expansion of Cairns capital expenditures, which is equal to confirm the rumors into the iPhone metal chassis orders, the industry estimates, Cairns in Rich father and Master plus, the future will have a place in the iPhone supply chain next year grabbed 3 to 5% of the chassis orders.
Metal chassis competitors include Hon Hai Group Hongzhun, and Hoshin Group Kai-sheng, behind the possession of resources are blessing, in contrast can be seen as a single man .Can be chairman of flood tree stressed that the company 20 years Before the stand-alone metal chassis supplier, but after 20 years into nor not poor, and colleagues may not be competitors, because in our main battlefield, the ticket did not imagine cheaper.