Luxshare Precision to Assemble Apple Watch Collection 6 and Older iPhones
In a word to traders, Apple analyst Ming-Chi Kuo this afternoon shared particulars on what Luxshare Precision shall be engaged on this 12 months.
The provider is anticipated to enter the iPhone meeting enterprise “in the long term” and sooner than market expectations to permit Apple to diversify its provide chain and reduce down on the chance of provide shortages. Kuo believes Luxshare Precision will turn into a key iPhone case part provider by the second half of 2021.
The important thing cause we make this prediction is as a result of the brand new iPhone product cycle is shortened, so if Luxshare Precision can enter the iPhone meeting enterprise, it’s anticipated to scale back Apple’s new iPhone improvement and provide danger. To make sure a clean preliminary meeting enterprise, we count on Luxshare Precision to begin meeting from older iPhone fashions.
Luxshare Precision will begin out assembling older iPhone fashions and can work intently with casing producers to chop down on preliminary entry challenges. Luxshare Precision is alleged to have a novel vertical integration benefit as a result of it additionally supplies many iPhone components and equipment to Apple.
Kuo says that he believes Luxshare Precision may also ship the brand new Apple Watch anticipated within the second half of 2020, which might be the Collection 6 mannequin. There are not any particulars included concerning the system, however previous rumors have steered the brand new system might characteristic sooner efficiency, improved water resistance, and higher wi-fi transmission.
Rumors additionally point out we will count on to see sleep monitoring performance launched as one of many key capabilities of the Apple Watch Collection 6.
Prior info from DigiTimes concerning the Apple Watch Collection 6 steered the system can be assembled by Foxconn and Compal Electronics whereas Luxshare Precision would assemble older Apple Watch fashions, so Kuo’s info does battle with what we have beforehand heard.
It is potential that Compal Electronics, Foxconn, and Luxshare Precision will all share orders for the Apple Watch Collection 6 fashions.
In line with Kuo, Apple’s meeting orders in 2020 are “higher than anticipated,” which can profit suppliers like Luxshare Precision “in the long run.”