Foxconn Faces Chinese Tax Investigation, May Shift More <span style='color:red'>iPhone</span> Orders to Rivals
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Foxconn Faces Chinese Tax Investigation, May Shift More iPhone Orders to Rivals

　　Chinese media reported on the 22nd that China’s regulatory authorities are conducting investigations into Foxconn’s factories in Guangdong, Jiangsu, Henan, and Hubei. This comes at a time when Apple’s iPhone 15 series is in full production and seeing high shipment volumes. The investigation may potentially impact the production capacity of the iPhone 15. Market rumors suggest that Apple is considering gradually shifting orders to competitors, which could benefit companies like Luxshare Precision and Pegatron.　　According to Chinese Taiwan’s Commercial Times, in response to the recent tax inspection, Foxconn emphasized on the 22nd that it would actively cooperate with relevant agencies in their operations. Major suppliers for iPhone 15 lenses, Largan Precision and Genius Electronic Optical, declined to comment on the situation with individual clients but emphasized that their current shipments are not affected.　　Influenced by strong competition from Chinese smartphones, including Huawei, and concerns about overheating issues, the appeal of the iPhone 15 has waned, and the highly anticipated iPhone 15 Pro Max’s popularity has declined. In the Asian market, waiting times for the sought-after titanium alloy casing iPhone have been substantially reduced. Shipping times have decreased to approximately two weeks, while in-store pickup can be as fast as three days. Signs of cooling demand are also appearing in Europe and the United States.　　Tech industry insiders note that even though demand for the iPhone 15 has decreased, Apple is still considering expanding its supply chain to be prepared for unforeseen circumstances.　　In addition, samples of iPhone 16 components and designs are in the sampling stage, with plans to finalize them by January of next year. The recent tax inspection controversy involving Foxconn, combined with the fact that its competitor, Luxshare, has obtained the assembly NPI (New Product Introduction) for the 2024 iPhone 16 Pro Max, further strengthens Luxshare’s presence in the iPhone business. Its share of manufacturing is expected to increase significantly next year.　　Furthermore, Luxshare has already become the primary assembly factory for Apple Watch and AirPods, and in 2020, it acquired two iPhone production lines from Wistron. Luxshare is also a major producer for Vision Pro, representing Apple’s accelerated localization efforts and a move away from its dependency on Foxconn.
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Release time：2023-10-23 14:23 reading：1892 Continue reading>>
BYD’s Acquisition of Jabil’s China Factory: Expanding Beyond <span style='color:red'>iPhone</span> Casings into EMS Orders
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BYD’s Acquisition of Jabil’s China Factory: Expanding Beyond iPhone Casings into EMS Orders

　　Last month, the primary iPhone casing supplier, American company Jabil, announced that it had reached a preliminary agreement with China’s prominent EMS (Electronic Manufacturing Services) firm, BYD, to sell its Mobile Business Unit for $2.2 billion. The completion of the subsequent transaction will depend on due diligence findings and final agreement terms.　　AMEYA360 analysis reveals that as Jabil’s main focus in its Mobile Business Unit is iPhone casing manufacturing, the successful conclusion of this deal would leave iPhone casing supply primarily in the hands of Chinese and Taiwanese manufacturers, potentially bolstering China’s position in the supply chain.　　Furthermore, BYD’s acquisition of Jabil’s China Metal Business not only marks its formal entry into the iPhone supply chain, expanding its presence, but also signals its aspirations to become a supplier in the iPhone assembly business.　　Jabil’s main production facilities for its Mobile Business Unit are located in Wuxi and Chengdu, China. Wuxi primarily handles iPhone aluminum frame manufacturing, while Chengdu focuses on stainless steel components. This year, the iPhone 15 Pro features a titanium alloy frame for the first time, and Jabil is a key supplier for this component.　　In terms of operational performance, Jabil’s Wuxi facility, due to its smaller scale compared to Foxconn and Lens Tech, and lower product prices, has underperformed expectations. Conversely, Chengdu, responsible for high-end metal components, has superior technical capabilities and better performance.　　Considering Jabil Group’s global footprint and the configuration of its key customer supply chains, the company had been seeking a buyer for some time. Initially, Luxshare was a contender in the acquisition, but a consensus on the purchase price was not reached, leading BYD to secure the deal at a higher price.　　AMEYA360 believes that BYD’s acquisition presents an opportunity to replicate Lens Tech’s experience in acquiring the Catcher’s Taizhou factory in 2020, becoming a direct supplier of iPhone casings. Given Jabil’s involvement in both high-end and low-end iPhone casing businesses, BYD might even be in a position to directly compete with Foxconn for high-end orders. This move would make it difficult for Lens Tech, which still lacks a high-end product line and advanced manufacturing processes, to join the ranks of high-end product suppliers.　　In the long term,AMEYA360 believes that BYD, which is already an iPad EMS supplier, aims to leverage its position in critical components to venture into iPhone EMS business in the future, expanding its EMS business footprint.
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Release time：2023-09-15 11:19 reading：2689 Continue reading>>
Qualcomm refused modems for 2018 <span style='color:red'>iPhone</span> models: Apple
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Qualcomm refused modems for 2018 iPhone models: Apple

　　Taking its legal battle with chip making giant Qualcomm to the next level, Apple has claimed it wanted to use Qualcomm modems in its 2018's iPhone models but the chip maker refused to sell them after being sued by the iPhone maker over its licensing practices.　　The US Federal Trade Commission(FTC) has accused Qualcomm of operating a monopoly in wireless chips, forcing companies such as Apple to work with it exclusively and charging excessive licensing fees for its technology.　　According to Apple Chief Operating Officer Jeff Williams's testimony in court during the FTC trial against Qualcomm, the latter refused to sell its 4G LTE modems to Apple because of the companies' licensing dispute, the CNET reported late on Monday.　　The chip making giant continues to provide the iPhone maker with chips for its older models, including the iPhone 7 and 7 Plus.　　"The strategy was to dual-source in 2018 as well. We were working toward doing that with Qualcomm but in the end they would not support us or sell us chips," the report quoted William as saying.　　Apple reportedly dialled Intel's CEO at the time, Brian Krzanich, to ask the company to supply all modems needed for the iPhone instead of only half the volume.　　However, Williams' comments appear to contradict testimony from Qualcomm's CEO Steven Mollenkopf.　　Mollenkopf on Friday had said on the stand that as of spring 2018, Qualcomm was still trying to win a contract supplying chips for iPhones but that it hadn't "had any new business" from Apple since its previous contracts expired, the report added.
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Release time：2019-01-16 00:00 reading：3384 Continue reading>>
Apple supplier Dialog Semi weathers <span style='color:red'>iPhone</span> slump to hit revenue target
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Apple supplier Dialog Semi weathers iPhone slump to hit revenue target

Chip designer Dialog Semiconductor said on Monday that it managed to hit its fourth-quarter revenue guidance despite a slump in iPhone sales at its main customer Apple.Shares in the Anglo-German company jumped 4 percent as investors credited the company's resilience at a time when other Apple suppliers have slashed or missed their targets.The shares had fallen in early trade after Dialog said unaudited preliminary sales came in at $431 million in the fourth quarter, the low end of a guidance range of $430 million-$470 million, but they rebounded on the broader view that Dialog had weathered Apple's recent sales slowdown well. "Dialog was one of the few Apple suppliers not to warn, stating at the time their comfort with the guidance provided," said Barclays analysts in a note.Around 75 percent of Dialog's business is supplying power-management chips to Apple, which warned in November of slow year-end sales and on Jan. 3 issued its first sales warning in 12 years, blaming weaker iPhone sales in China.Shares in suppliers have been hit as a result, with many forced to revise their guidance lower. Dialog, however, stood by its fourth-quarter revenue forecast and managed - just - to meet it.CEO Jalal Bagherli said in November that Dialog was seeing less of an impact than other suppliers because its power-management chips were used across a broad range of Apple devices and not just in iPhones.Dialog struck a $600 million deal last October to transfer people and patents to Apple as part of a push to diversify its business.The company says the deal will buy it time to expand into new areas such as the Internet of Things that includes connected devices like home speakers, fitness trackers or smart watches.The deal was not expected to affect revenues in 2018, but Dialog will lose out on Apple power chip deals going forward. The company, which will emerge smaller after the transaction, expects Apple to account for 35-40 percent of revenues by 2022.Dialog said its cash on hand was $678 million at the end of 2018, up $199 million year-on-year, and that it was debt-free. It will publish audited results for 2018 on March 6.
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Release time：2019-01-15 00:00 reading：1226 Continue reading>>
Qualcomm posts court ordered bonds to stop <span style='color:red'>iPhone</span> sales in Germany
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Qualcomm posts court ordered bonds to stop iPhone sales in Germany

Albert Gea | ReutersPeople walk past Qualcomm's stand during the Mobile World Congress in Barcelona, Spain February 24, 2016.Qualcomm said on Thursday it posted security bonds of 1.34 billion euros ($1.52 billion) in order to be able to enforce a court order that will ban sales of some Apple Inc iPhones in Germany.The chipmaker needed to post the bonds as part of a legal requirement by a German court, which on Dec. 20 found that Apple had infringed Qualcomm patents on power saving technology used in smartphones.The iPhone maker had earlier said it would pull some older models from its German stores.According to the court order, Apple has to stop the sale, offer for sale and importation for sale of all infringing iPhones in Germany. Apple had said it was appealing the decision, but the order goes into effect as soon as Qualcomm posts the bond.The court also ordered Apple to recall infringing iPhones from third party resellers in Germany, according to a statement by Qualcomm.Munich regional court and Apple were not immediately available for comment.The German case is Qualcomm's third major effort to secure a ban on Apple's lucrative iPhones over patent infringement allegations after similar moves in the U.S. and China, and part of the ongoing global patent skirmish between the two companies.
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Release time：2019-01-04 00:00 reading：3476 Continue reading>>
Apple's <span style='color:red'>iPhone</span> sales warning is crushing European chip stocks, AMS dives 19%
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Apple's iPhone sales warning is crushing European chip stocks, AMS dives 19%

European chip stocks tumbled on Thursday after Apple cut its first-quarter revenue guidance citing weaker-than-expected iPhone sales and slowing economic growth in China.Austrian chipmaker AMS nosedived 19 percent while Swiss firm STMicroelectronics dropped around 7 percent. Both companies are semiconductor suppliers for Apple devices.Shares of Anglo-German chip supplier Dialog Semiconductors plunged 7 percent at the open in Frankfurt. In October, Apple agreed to buy a portion of Dialog's business in a $600 million deal.Other chip stocks including Dutch firm ASM International and Germany-based Siltronic also fell at the open amid pressure in the semiconductor industry. The broader European Stoxx 600 tech index was the worst performing sector in Europe on Thursday, trading down around 2 percent.The moves in Europe followed losses in Asia's tech sector among Apple suppliers.Apple CEO Tim Cook issued a letter to investors Wednesday lowering the iPhone maker's fiscal first quarter revenue guidance to $84 billion, down from a previous range of $89 billion to $93 billion.In an interview with CNBC's Josh Lipton on Wednesday, Cook said trade tensions between the U.S. and China were one factor weighing on the tech giant's outlook.Apple shares traded down roughly 7 percent in extended hours on Thursday. Several Apple suppliers have cut their outlook in recent months citing weak demand.
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Release time：2019-01-04 00:00 reading：1270 Continue reading>>
Apple slashes revenue guidance, says <span style='color:red'>iPhone</span> sales are weak in China
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Apple slashes revenue guidance, says iPhone sales are weak in China

Apple lowered its Q1 guidance in a letter to investors from CEO Tim Cook Wednesday.Apple stock was halted in after-hours trading just prior to the announcement, and shares were down about 7 percent when trading resumed 20 minutes later.Apple lowered revenue guidance to $84 billion, down from the $89 to $93 billion it had previously projected. The company lowered gross margin to about 38 percent from between 38 percent and 38.5 percent.Apple blamed a variety of factors for the lowered guidance, including a weakening economy in China and lower-than-expected iPhone revenue. Apple said the lower-than-anticipated revenue happened "primarily in Greater China," but also said that upgrades to new iPhone models in other countries were "not as strong as we thought they would be."Cook's letter said fewer carrier subsidies, price increases based on the strength of the U.S. dollar and cheaper battery replacements caused the weak iPhone upgrades for the quarter."If you look at our results, our shortfall is over 100 percent from iPhone and it's primarily in greater China," Cook told CNBC's Josh Lipton in an interview Wednesday. "It's clear that the economy began to slow there for the second half and what I believe to be the case is the trade tensions between the United States and China put additional pressure on their economy."A White House spokesman did not immediately have a response to Cook's comments on the trade tensions between the U.S. and China.There have been several reports pointing to weak iPhone sales in recent months. Some Apple suppliers cut their estimates last quarter, leading many to speculate consumers weren't upgrading to the new models. Apple also took the unusual step of promoting discounted prices for iPhones on its website if customers traded in an older model. The company also increased the trade-in value of some older iPhone models.Despite the lowered guidance, Cook did point out some growth areas in the letter to investors. He said Apple's device install base increased by 100 million units over the last year. Apple has been promoting its growing install base as a way to show it can squeeze more revenue out of each of its uses through subscription services like iCloud storage and Apple Music. The company is said to be considering new subscription products through its Apple News and TV apps as well."We had sort of a collection of items going on. Some that are macroeconomic and some that are Apple specific," Cook said in his CNBC interview. "And we're not going to sit around waiting for the macro to change. I hope that it does and I'm actually optimistic, but we are going to focus really deeply on the things we can control."
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Release time：2019-01-03 00:00 reading：1337 Continue reading>>
Apple Looks to India to Stem Decline in <span style='color:red'>iPhone</span> Sales
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Apple Looks to India to Stem Decline in iPhone Sales

Amid forecasts of declining iPhone shipments, Apple is looking to India to reinvigorate sales, with plans to begin assembling its high end handsets at a Foxconn plant in Tamil Nadu in the south of the country.According to reports, Foxconn will start assembling some of the more recent iPhone X series devices at its plant in Sriperumbudur near Chennai, in southern India. Since Foxconn is currently producing the Xiaomi phones at this factory, the company is plannign a new $356 million iPhone production that will create about 25,000 jobs.Apple's plans to manufacture in India were rejected by the Indian government in 2017, due to Apple’s demands for duty exemption and a relaxation of the 30% mandatory local component sourcing requirement. However, it is believed that ministers requested new proposals and are expected to make an announcement when India’s commerce and industry minister, Suresh Prabhu, meets Apple executives at the World Economic Forum annual summit in Davos, Switerland later in January.Last week, Citi Research slashed its estimate for first-quarter production of iPhones by 5 million, bringing unit sales down to 45 million. Citi also nearly halved expectations on the most expensive iPhone XS Max. Analyst William Yang said the iPhone is entering a destocking phase, which does not bode well for the supply chain.Coupled with the trade war between the U.S. and China and the ban on some iPhones in China, Apple appears to view India as the next possible growth market. It already sells the iPhone 6S and 6E in India, made by Taiwanese manufacturer Wistron in Bengaluru. But since its higher end phones are mainly imported, the high handset cost makes it unattractive for a cost-conscious market. Hence the company appears to be lobbying to obtain tax concessions and incentives from the government so that it can assemble phones locally and reduce the end-user cost for the Indian domestic market.
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Release time：2019-01-02 00:00 reading：1238 Continue reading>>
Chinese firms ask workers to shun <span style='color:red'>iPhone</span>s, buy Huawei devices
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Chinese firms ask workers to shun iPhones, buy Huawei devices

Extending support to Huawei which is facing immense pressure from the US, Chinese companies have rallied behind the tech giant, offering hefty discounts to employees to buy Huawei devices and shun iPhones.According to a report in Nikkei Asian Review on Tuesday, the move came after the detention of Huawei's Chief Financial Officer Meng Wanzhou in Canada at the request of American prosecutors."Many Chinese businesses have told employees they will receive subsidies if they buy Huawei smartphones to aid the company. Most are subsidizing 10-20 per cent of the purchase price, with some even covering the full amount," said the report.Over 20 Chinese companies also took to social media to announce that they will increase purchases of other Huawei products, the report added.Some other Chinese companies are also boycotting Apple."According to Chinese media, a Shanghai-based business association said it would expel anyone who bought Apple products," said the report.The diplomatic row over Huawei has escalated after China reacted to its CFO's arrest, arresting a second Canadian in China in December in a potential act of retribution.The Canadian Foreign Ministry identified the national as Michael Spavor, founder of the Paektu Cultural Exchange, a Canadian-owned China-based company that helps to facilitate trips to North Korea.China earlier arrested Michael Kovrig, a former Canadian diplomat who currently works for the non-profit organization International Crisis Group as its northeast Asia senior adviser.A Chinese court in December banned the sale and import of most iPhone models after granting Qualcomm an injunction against Apple.Qualcomm claimed that Apple violated two of its patents.To avoid the ban, Apple released a small update to iOS last week, saying that iOS version 12.1.2 contains software changes exclusive to China.
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Release time：2018-12-27 00:00 reading：1152 Continue reading>>
German <span style='color:red'>iPhone</span> Ruling Strengthens Qualcomm's Hand
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German iPhone Ruling Strengthens Qualcomm's Hand

Apple was dealt another setback in its multi-jurisdiction legal war with longtime supplier Qualcomm, saying it would pull some iPhones from German stores while it appealed a ruling that some models violate a Qualcomm patent.Apple said in a statement that iPhone 7 and iPhone 8 models would not be sold in its retail stores in Germany while it appeals the ruling, issued Thursday by a district court in Munich. The company said those iPhone models would continue to be available through carrier and third-party retailers in Germany and that its latest iPhone models would remain available in its German stores.The Munich ruling is the second consecutive blow to Apple in its sprawling fight with its longtime baseband modem chip supplier, coming a little more than a week after a Chinese court barred Apple from selling there several models of the iPhone that were found to violate two Qualcomm patents.Romit Shah, a managing director and senior analyst at Nomura Instinet, said in a report circulated Thursday that the recent rulings strengthen Qualcomm's position in negotiations with Apple. "We believe these two rulings likely push Apple closer to a resolution with Qualcomm," Shah said."Two respected courts in two different jurisdictions just in the past two weeks have now confirmed the value of Qualcomm's patents and declared Apple an infringer, order a ban on iPhones in the important markets of Germany and China," siad Don Rosenberg, Qualcomm's general counsel, in a press statement.It is unclear what models of iPhone are covered by Thursday's injunction. Qualcomm said it covers all models of iPhones that contain "infringing functionalities."According to Qualcomm, the Munich court also granted Qualcomm's request for an accounting of the details of all sales, including revenues and profits of the accused devices in Germany and a recall and destruction of all accused devices from all retailers in Germany.Thursday's injunction is the latest chapter in the ongoing feud between Apple and Qualcomm, the longtime supplier of the baseband modem used in iPhones. What began as a dispute over licensing fees last year erupted into lawsuits in multiple jurisdictions, with billions of dollars potentially at stake.In September, a U.S. International Trade Commission (ITC) judge found that iPhones violate a Qualcomm patent but declined to recommended a ban on iPhones in the U.S. A final determination by the ITC is expected early next year.The ongoing dispute has hurt Qualcomm sales after Apple shut Qualcomm out of its latest iPhone models introduced in September, the XS and XS Max, choosing instead a baseband supplied by Intel. Qualcomm's chip sales are expected to be down 3% this year.
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Release time：2018-12-24 00:00 reading：1126 Continue reading>>

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