苹果新COO上任后首次访华,关注iPhone 17的智能制造
AppleApple(US:AAPL) 3 6 Ke·2025-10-15 11:48

Core Insights - Apple is focusing on strengthening its connection with the Chinese market during the critical launch period of the iPhone 17 series, with CEO Tim Cook and new COO Sabih Khan leading the initiative [2][7] - Sabih Khan's visit emphasizes the importance of product design, manufacturing, and testing processes, showcasing Apple's commitment to quality and innovation in its supply chain [2][6] Group 1: Leadership Changes and Market Strategy - Sabih Khan has taken over as COO from Jeff Williams, marking a shift in leadership as Apple aims to enhance its engagement with Chinese consumers [2] - The visit included interactions with local developers and participation in live-streaming events, indicating a strategy to connect with the consumer base [2][7] Group 2: Product Testing and Reliability - Apple's Shanghai application research lab conducts extensive reliability tests on products, including bending, scratch, drop, and water resistance tests, to ensure quality [5][6] - The iPhone Air was demonstrated to withstand a bending force of 60 kg, showcasing the rigorous testing standards Apple employs [5] Group 3: Advanced Manufacturing Techniques - The application lab utilizes high-precision CT scanning technology to identify internal issues in products, which aids in optimizing production processes [6][12] - The collaboration between the Shanghai lab and U.S. engineering teams enhances problem-solving capabilities among local suppliers [7][16] Group 4: Supplier Collaboration and Automation - Sabih Khan visited key suppliers like AAC Technologies and Lens Technology, highlighting Apple's reliance on advanced manufacturing and automation in its supply chain [8][11] - AAC Technologies has achieved 100% automation in its production processes for the VC heat spreader module, demonstrating significant advancements in manufacturing efficiency [11][14] Group 5: Continuous Improvement and Innovation - Lens Technology emphasizes the need for continuous R&D to keep pace with Apple's rapid product iterations and performance enhancements [17] - Sabih Khan acknowledged the innovative capabilities of Chinese suppliers, which play a crucial role in Apple's supply chain success [16][18]