apple (AAPL-US) announced the 2022 fiscal year supply chain list. A total of 5 Taiwanese factories were included and 5 were excluded. Novatek (3034-TW), Winbond (2344-TW) entered the list for the first time, Ruiyi (6176-TW), Zhisheng (4915-TW) to return to the list.
platinumTechnology is also a Taiwanese factory that joined this year, and Qi Hung (3017-TW), Inventec (2356-TW), King Shuo (3189-TW), and keypad MTS (membrane touch switch) manufacturer Kejia-KY (5125-TW) was only included in the supply chain last year, and has not been listed this year.
Winbond has always been a major NOR Flash supplier for Samsung panels. From iPhone X, iPhone XS, iPhone 11 Pro, iPhone 12 series to iPhone 13 and iPhone 14 models, they all supply NOR Flash chips for OLED panels. or NOR Flash in the MacBook, etc.
In addition to Taiwanese factories, Chinese suppliers have entered 5 and exported 8, and the lineup has been reduced. New manufacturers include Sunny Optical, Zhuhai Guanyu, Taijia Co., Ltd., etc., and Tianma Microelectronics, Zhenghe Group, and Shenlan Materials are excluded; Japanese companies 4 Into 3 out, newly added Nippon Steel, Sumida, etc., the energy group ENEOS was replaced by its subsidiary JX Metal.
South Korean manufacturers did not make any changes this time. As for American companies, Trinseo (TSE-US) returned to the list this year after being eliminated last year, and Chemours (CC-US), II-VI was replaced by subsidiary Coherent.
In the past, Apple would announce the top 200 major suppliers. However, starting from the 2020 fiscal year, Apple’s supply chain list only defines the top 98% suppliers of raw materials, manufacturing, and assembly. Four seasons to the third quarter of 2022.
included in the list
remove from list
2023-05-24 06:10:03
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