Apple has shifted a large number of new iphone XR OEM orders from Heshuo to Foxconn due to capacity issues and delayed shipments of some key components, according to foreign media reports. Initially, Apple will use the LCD screen iphone XR OEM orders to be completed by Foxconn and Heshuo respectively. Among them, Heshuo about 60% of the share, Foxconn won 30%.
However, after Apple's latest adjustment to its OEM share, Heshuo's current IPHONEXR share has fallen to less than 30%, and Foxconn's share of the foundry has risen sharply. The iphone Xs/xs Max's exorbitant price this year has given a glimmer of hope to users who have abandoned buying ideas and turned to the relatively cheap iphone XR. A Foxconn worker close to Apple also revealed that Apple had staked the main sales on the iphone XR, admitting that the more expensive iphone XS was not a lot of innovation, while the relatively cheap, functionally similar iphone XR might be more popular.
In addition, Apple is not satisfied with last year's iphone X sales, so it hopes to be on this year's iphone XR. According to the industry chain, the number of iphone XR shipments will reach 20 million this year, which will account for more than 50% of Apple's total new iphone orders, and the strength of the company's strong order continues at least until early 2019.
Currently, the iphone XS max shipments are around 4 million to 5 million per month, accounting for about 20% of the total new iphone shipments. It is understood that Foxconn is still the largest manufacturer of the three iphone phones in the year. Specifically, the 5.8-inch OLED version of the iphone phone orders by Foxconn Monopoly, 6.5-inch OLED version of the iphone orders from Foxconn, Heshuo share, of which the proportion of Foxconn distribution of 75%, Heshuo accounted for 20%.
Iphonese, who had previously worked for Apple's foundry, had hoped to boost its revenues through a 6.1-inch LCD version of the iphone XR, but it is understood that the latest news is that the company has not received a contract for the iphone XR this year.
On Apple's shift from Heshuo to Foxconn on a large number of new iphone XR OEM orders, it was reported that Apple's adjustment was largely based on a lower-than-expected yield on the Heshuo and a serious shortage of workers in its Chinese factories. At the same time, the report also pointed out that the LCD screen supplier of the iphone XR, the screen panel production of Japan Display is still not stable. As a ' cheap version ' of the new machine, the biggest change in the iphone XR is the LCD version of the haiping Liu, Japandisplay said the iphone XR LCD shipments have been very low, the main problem is not on the hardware, but on the software.
Because the LCD screen is also implicated in many software-level designs, this is the first LCD screen with fringe and full screen design. According to the news from Foxconn's factory, the iphone XR has started mass production on a large scale, and the problem of screen yield has accelerated the corresponding production work after the supplier has made some improvements. At present, the Foxconn Zhengzhou Park is equipped with 27 production lines for the IPhone XR, with 1200 workers per production line, the largest of the three models. The yield of the current production line is 93%, production efficiency is the production line per hour 590 units of mobile phones, the daily production time is 19 hours.
If the news that Apple has transferred a large number of new iphone XR OEM orders to Foxconn is true, it means that Foxconn's corresponding production lines and manufacturing hours have increased. According to the Taiwan Electronic Times Network, Foxconn released a August operating data, the company in August to obtain NT $396.8 billion operating income, about $12.9 billion, and July compared to the growth of 0.3%, compared with the same period last year, a significant increase of 25.3%.
Foxconn's revenue growth will continue to expand in the remaining months of 2018, as Apple's new phones are sold massively and with the potential for an increase in the number of iphone XR orders. Foxconn to receive large number of iphone XR orders | Heshuo Foundry reduced to less than 30%