Apple’s new supply chain is out, the red wave is catching up with Taiwanese factories. Financial news today | Anue Juheng-Taiwan Stock News

Pay attention to the pre-market news of Taiwan stocks. Apple announced the list of the top 200 supply chains last year. Several Taiwanese factories were happy and worried. Six new ones were also removed. Among them, Crystal Technology returned to Apple’s general chain, and Kangkong It has even changed from indirect supply to direct supply. However, the number of new manufacturers is the largest in China, and Taiwanese companies will face increasing challenges from the red wave. The following are important financial news that you must watch today (31).


Apple’s new supply chain is released. Shuanghong and Jiaze are on the list. Crystal Technology returns to the top 200 list

Apple (AAPL-US) Recently quietly announced the list of 200 major suppliers in 2020, of which 6 Taiwanese manufacturers are included, indicating that the proportion of supply to Apple has increased and become the biggest winner, including cooling factory Shuanghong, connector factory Jiaze, mechanical parts factory Kangkong-KY , Touch module factory GIS-KY, light guide plate factory Maolin-KY, and frequency component factory Crystal Technology, of which Kangkong changed from an indirect supplier to a direct supply, and Crystal Technology returned to the list again.Read the full text…

Ping’s chain, you chase me to catch the Taiwan factory sword, the red wave of the factory is closely behind

The 200 list of Apple’s supply chain has been released. It is worth noting that after deducting the merger factor, Taiwan and the United States have the largest number of companies that have moved out, and the number of new manufacturers is 13 in China. Looking at the numbers alone, it is unavoidable to worry about Taiwan. Whether the factory is at a loss in the face of the red tide, but in fact, looking closely, Taiwanese factories are not only being chased, but there are still manufacturers who continue to strengthen their technology and capacity, looking for opportunities to replace Japanese and Korean manufacturers.Read the full text…

Apple’s new supply chain is released, the world is moving, and China adds 12 new companies as the biggest winners

Apple recently quietly announced the 2020 supply chain list. Compared with the list of 2019, there are a few happy and a few worried. Among them, 6 new companies in Taiwan have also been removed. What can be noticed is that Apple has newly included in the supplier Yilu factory. At most, as many as 12, it also shows that the importance of Chinese manufacturers in Apple’s supply chain distribution is increasing.Read the full text…

Apple’s new supply chain cultivation of green apples is new to the list, and the key manufacturers of environmentally friendly recycled aluminum are on the list

Apple announced the latest list of its top 200 suppliers for 2020. As Apple calls out its green supply chain goals, this year’s new list also shows a clear trend of environmental protection. In addition to Nanping Aluminum, which is known as “Green South Aluminum”, is on the list, global carbon Plansee, a key manufacturer of capture and storage technology, was also favored by Apple and became one of the suppliers.Read the full text…

South Korean factory circulated the postponement of LCD factory closure plan, highlighting that panel demand is still strong

Under the stimulus of long-distance business opportunities and the housing economy, panel prices have continued to rise. According to statistics, TV panel prices have risen by nearly 30% this year, and monitors and laptop panels have also increased by more than 20%. This has not only allowed panel makers to regain profits. The LCD plans of Samsung Display and LG Display, which were originally scheduled to be closed last year, have been announced in the near future and will be extended to next year, highlighting that this wave of panel prosperity has not yet ended.Read the full text…

Taiwan will become a CIS production center, Tongxin Electric, Caiyu expands its factory to welcome business opportunities

With the increasing demand for CMOS image sensors (CIS), SONY and SAMSUNG, the world’s top two major players, considered insufficient production capacity and resource allocation, and turned to TSMC (2330-TW), UMC (2303-TW) Cooperation, Taiwan has therefore become the production center of CIS, and the latter part of the packaging and testing is with Xindian (6271-TW), Caiyu (6789-TE) In recent years, it has also actively expanded production to meet future business opportunities.Read the full text…

The county and city government places an urgent order for the operation of the fast screen factory to overturn the business opportunity

The number of domestic confirmed cases of new crowns has risen as fast-screening plants are flooding with urgent orders, and the number of single orders placed by the county and city governments has also skyrocketed to hundreds of thousands of doses, bringing more than 500 million yuan in revenue to fast-screening plants in the past two weeks. The fast-screening industry’s operations are gluttonous.Read the full text…


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