Some time ago, Apple announced the supply chain of Top200 in 2020.Everyone found that in the Top200 supply chain, Chinese manufacturers once again increased by 12.From the perspective of the proportion, mainland Chinese manufacturers accounted for 48% (96), and the entire China Manufacturers (including Taiwan and Hong Kong) accounted for 57% of the total.
It can be seen that China’s supply chain is becoming more and more important to Apple, which also shows that China’s supply chain is constantly rising.
However, some people also said that although China’s supply chain accounts for an increasing proportion, the components provided by the domestic supply chain are not considered core products. Like core, high-value products, they are mainly provided by American and Korean manufacturers.
So is this really the case? In fact, it is not. Recently, the Japanese professional research organization Fomalhaut Techno Solutions conducted a dismantling and analysis of the new 12.9-inch iPad Pro that Apple launched in May, and found that, in fact, the components contributed by the Chinese supply chain The value is not low.
Judging from the disassembly report, the 5G version of the 12.9-inch iPad Pro is priced at US$1,099, of which the hardware cost is about US$510. Among them, the components supplied by South Korean manufacturers have the highest value. After all, LG provides LCD panels, and SK Hynix provides memory chips. These are high-priced and core things.
However, China’s supply chain is not bad.On the total value list, it is second only to South Korea, ranking second with a ratio of 26%. These components include batteries from ATL, network communication components from Shanghai Universal Electronics, and Fortune Holdings Mini LED chip, TSMC’s M1 processor, etc.
Especially the mini LED chip, its cost is as high as 90 US dollars, provided by the Chinese manufacturer Fucai Holdings, this chip accounts for nearly 20% of the value of the 510 US dollars.
The value of components provided by American manufacturers accounted for only 16.8%, ranking third, followed by Japanese manufacturers in fourth, and European manufacturers in fifth.
It can be seen that China’s supply chain is not entirely about providing some low-tech products, not only in quantity, but also in quality. But finally, in these supply chains, the component value of mainland manufacturers is still relatively low, and the value of components provided by Taiwanese manufacturers is higher. This is also a helpless reality.