2 1 Shi Ji Jing Ji Bao Dao·2025-03-26 03:39Core Insights - Apple's COO Jeff Williams emphasizes the company's commitment to China, stating that Apple will continue to invest significantly in the region [2][3] - Over 80% of Apple's top 200 global suppliers have factories in China, highlighting the importance of the Chinese supply chain [1][2] - Apple has invested $20 billion in smart and green manufacturing in China over the past five years [1] Group 1: Supply Chain and Investment - Apple is deepening its ties with Chinese suppliers, as evidenced by Williams' visits to key companies like GoerTek, Luxshare Precision, and Jabil [1][2] - The company announced a new investment fund of 720 million RMB aimed at expanding clean energy capacity in China, targeting an annual addition of approximately 550,000 MWh of wind and solar power [2] - The collaboration with suppliers is not just about manufacturing but also involves technological advancements and innovation [7][10] Group 2: Automation and Technological Advancements - The automation level in Chinese manufacturing is notably high, with minimal human presence on production lines at GoerTek and Luxshare Precision [3][5] - GoerTek has been collaborating with Apple for 15 years, focusing on high automation in microphone and speaker production [4][5] - Luxshare Precision has seen over 50% growth in its Apple business over the past two years, expanding its factory presence in China [6] Group 3: Equipment Suppliers and Innovation - Jabil, as an upstream equipment supplier, has provided nearly 65,000 devices to Apple since 2008, showcasing significant growth and innovation in its product offerings [8][9] - The company has developed advanced feeding systems and robotics, aiming to reduce costs and energy consumption in manufacturing [8][9] - The collaboration with Apple has allowed Jabil to evolve from simple assembly machines to comprehensive automation solutions [8][9] Group 4: Market Dynamics and Future Outlook - The Chinese supply chain is undergoing continuous restructuring and upgrading, enhancing competitive barriers [10] - Luxshare Precision is actively acquiring to enrich its product line and technology matrix, while GoerTek plans to restart its IPO for greater market space [10] - The demand for AI integration in consumer electronics is seen as a new growth point, with Apple preparing to launch its Chinese AI in April [10]