Group 1 - The core strategy of the company is to diversify its manufacturing operations by relying on suppliers to bear the costs of automation assembly lines [1][2] - The company aims to reduce its dependence on labor through increased automation, with plans to strengthen implementation starting in 2025 [2] - Suppliers are now required to independently invest in automation equipment as a condition for receiving orders, rather than relying on the company for funding these upgrades [2] Group 2 - This initiative will affect all major product lines, including iPhone, iPad, Apple Watch, and Mac [2] - While suppliers may face increased costs when expanding production lines, these costs are expected to be offset in the long run through improved yield and reduced production expenses [2]
苹果强推自动化升级,供应链承压自掏腰包