未知出处-果链代工调研

Key Points Industry or Company Involved - Company: A specific company involved in the discussion, likely a manufacturer or assembler of electronic devices. - Industry: Electronics manufacturing, particularly focusing on computer assembly, smartphone components, and augmented reality (AR) devices. Core Views and Arguments - Entry into Computer Assembly: The company has started venturing into computer assembly with a small-scale project, aiming to learn and adapt to the new business. - A Customer电脑代工: The company is in talks with A Customer for computer assembly orders, with a focus on building a team and establishing a presence in the US. - Order Size and Share: The company aims to secure a 10% share of the computer assembly market if the order is successful. - A Customer Concerns: A Customer has concerns about the company's approach to pricing and quality, preferring a steady and profitable business model. - Modular Assembly: The company may start with modular assembly to increase value and build a supply chain, potentially leading to future整机 assembly opportunities. - A Customer's Current Suppliers: The main suppliers for A Customer's computer assembly are Foxconn (30-40% share), Asus, Wistron, and Compal (20-25% share), with Unisplendour also entering the market. - iPhone 16/17 Components: The company is involved in the assembly of side button modules, mid-frames, and other components for iPhone 16/17 models. - Component Share Growth: The company's share of components such as side buttons, new buttons, mid-frames, and speakers has increased significantly. - Foxconn's Indian Factory: Foxconn is reducing its production in India due to lower efficiency and quality compared to China, potentially impacting the company's competitive landscape. - iPhone AI Function: The AI function in iPhone 16/17 has a limited impact on the company's business, with the primary benefit going to A Customer. - MR Business: The company's MR business has seen a significant decline in production, with plans to upgrade the existing MR device and explore new market opportunities. - iPhone 17 and 18: The company is involved in the assembly of iPhone 17 components but cannot disclose specific information due to confidentiality concerns. The pre-research for iPhone 18 is ongoing, and there are discussions about Foxconn regaining some of the rear camera module orders. Other Important Points - MR Production: The company's MR production has decreased by half, with plans to停产 MR 1 in November. - iPhone Production: The company's iPhone production is currently at full capacity, with plans to increase production if the remaining lines are fully utilized. - MR Upgrade: The company is working on upgrading the existing MR device, potentially targeting a broader consumer base in the future.