In order to diversify supply chain risks, Apple has rarely “bet” on specific component suppliers for many years, such as panels, memory, etc., there are multiple suppliers to provide components.
This can not only diversify supply chain risks, but also allow suppliers to restrain their quotations from each other. Before the arrival of the iPhone 14 series this fall, Apple seems to be quietly adding suppliers to its supply chain.
Chinese Tianfeng Securities analyst Ming-Chi Kuo pointed out earlier on Twitter that China Shengbang Microelectronics (SG Micro) has passed Apple’s iPhone 14 quality verification, and it is expected that the power management IC product battery and level shifter will be available for iPhone 14 product.
Ming-Chi Kuo said that this is the first time that Shengbang products have been used in Apple’s high-end products, representing that the technical level is in the field of consumer electronics and can compete with global leaders.
Benefiting from the cost advantage and Apple’s eagerness to reduce supply chain risks, Guo Mingchi expects that the proportion of Apple’s supply chain in Shengbang will continue to grow.
Ming-Chi Kuo also believes that Shengbang’s acquisition of high-end iPhone orders will not only reach the level of first-tier manufacturers in consumer electronics applications, but also improve the visibility of higher-end applications such as automobiles and servers in the future.