Our reporter Jia Li

　　In the context of increased supply chain risks, Apple is introducing more partners.

On January 4, Ming-Chi Kuo, a well-known Apple analyst at TF International Securities, issued an article saying that BOE has received most of the display orders for the new iPhone 15 and iPhone 15 Plus released in the second half of this year, and is expected to become the largest display supplier for related products. .

　　It follows news that Apple has notified several suppliers to reduce supply of components in the first quarter of this year, citing weak demand.

Affected by this, many "fruit chain" concept stocks plummeted.

On January 5, Luxshare Precision and other "fruit chain" companies urgently responded to rumors of "cutting orders" in the market, saying that the business was advancing in an orderly and normal manner.

　　"In response to weakening market demand and uncertainties caused by external factors, Apple is trying to expand its suppliers and decentralize its supply chain. Among them, China's supply chain still has significant advantages. However, this move also intensifies the risk of instability in the 'fruit chain'." , Domestic suppliers should plan ahead.” Wang Liansheng, director of the China Electronics Industry Standardization Technology Association, said in an interview with a reporter from the Securities Daily.

　　Made in China needs to strengthen resilience

　　Ming-Chi Kuo also stated in an article on January 4 that BOE expects to ship a large number of LTPO (next-generation technology for OLED screens) displays for high-end iPhones in 2024.

If BOE can obtain about 20% to 30% of the LTPO display orders for high-end iPhones and maintain a shipment ratio of about 70% for low-end iPhone displays, then BOE has the opportunity to become the largest display supplier for the new iPhone.

　　In this regard, a person from the BOE Secretary Office told the "Securities Daily" reporter that the company is continuing to expand or deepen cooperation with Apple and other customer resources, and it is currently inconvenient to disclose too much information about a single customer, and the specific announcement shall prevail.

　　"Against the global chip shortage, there is also a shortage of display driver chips. Apple needs to introduce more suppliers to ensure supply. At the same time, the Chinese market is an important market for Apple. It intends to strengthen local supply chain cooperation. Cost. BOE has established a cooperative relationship with Apple on OLED screens, which is also in line with Apple’s strategy of reducing risks and costs through a diversified supply chain.” Lin Zhi, chief analyst at WitDisplay, believes.

　　Xiang Ligang, a high-level consulting expert for high-quality development of the Ministry of Industry and Information Technology, told the "Securities Daily" reporter that the cooperation between the two parties means that BOE has strong competitiveness in terms of product quality and supply capacity, and the brand influence of Chinese manufacturing companies continues to increase. This has broken the pattern of exclusive supply of some foreign-funded manufacturers to Apple's high-end products.

　　In Wang Liansheng's view, most of the panels of the iPhone Pro were provided by Samsung and other foreign suppliers. For Chinese supply chain manufacturers to move to a higher level.

"BOE has entered the 'fruit chain' and is expected to gradually win the supply share of high-end products, indicating that the quality and level of Chinese manufacturing has reached the international leading level, and its position in the supply chain system has been further improved. At the same time, Chinese manufacturing companies must strive to improve product quality etc., make relevant strategic layouts, and improve the ability to respond to changes in the international trade pattern and supply chain.”

　　The capital market has insufficient confidence in the "fruit chain"

　　On the morning of January 5, Luxshare Precision urgently responded to the rumors of "cutting orders" in the market, saying that after verification, the company is currently cooperating with existing customers normally, and the business is progressing in an orderly manner according to the work plan, and the company's related business does not exist. Special Changes and Effects.

　　Previously, Dongshan Precision also stated on the investor interaction platform in response to rumors of "cutting orders" that the company's production and operation are currently normal, and orders from core customers are stable.

After timely clarification, on January 5, the stock prices of "fruit chain" listed companies such as Luxshare Precision and Sunny Optical gradually stabilized, of which Sunny Optical once rose by more than 7.8%.

　　"The price fluctuations of Apple's concept stocks in the secondary market reflect that the market has insufficient confidence in Apple's supply chain, and the instability of the 'fruit chain' has become increasingly prominent, which has a greater impact on the performance of related listed companies. The risk of Apple's supply chain is intensifying," Fruit chain' enterprises should be prepared to deal with it." Lin Zhi believes.

　　Since the beginning of this year, news that Apple has asked suppliers to suspend or reduce supply has frequently spread, which has aroused market attention.

Previously, many listed companies were removed from Apple's supplier list, and their performance was greatly affected.

　　"Chinese companies further deepen international cooperation by taking advantage of their comparative advantages in supply chain and technology research and development, which is a reflection of the company's product quality and manufacturing capabilities. However, in recent years, under the severe external environment, Apple has continuously adjusted its strategy, causing suppliers to 'involve' seriously. , profits tend to be low. In the future, Chinese manufacturers should jointly innovate with downstream brands, break through with self-developed technologies, focus on cutting-edge technology industry layout, reduce industrial chain dependence, and create more new opportunities.” Researcher at the International Monetary Institute of Renmin University of China Chen Jia told the "Securities Daily" reporter.

(Securities Daily)