3 fruit chain listed companies show their strength

Mondo Finance Updated on 2024-01-19

As long as 20 seconds, the automated production line can complete more than 20 processes and produce a gyroscopeThe huge robotic arm can also "embroider" ...... on small eggs

On December 2, a reporter from China's ** Daily noticed in the digital technology exhibition area of the first China International ** Chain Promotion Expo that the audience lined up to receive a small fidget spinner, which was produced by Lens Technology's intelligent multi-function all-in-one machine. During the Chain Expo,Apple joined hands with Lens Technology, Bozhon Seiko, and Changying Precision to display the cooperation achievements between Apple and China's leading chain in intelligent manufacturing and green manufacturingThe audience lamented the "hard power" of Apple's China's first-class business technology.

151 of Apple's 200 major companies make Apple products in China. Apple also displayed a striking slogan at the scene. Ge Yue, Apple's vice president and managing director of Greater China, said at the conference: "Apple will continue to invest in China's top chain. ”

Apple brought three Chinese first-class businessmen to the first Chain Expo Photo by reporter Peng Siyu.

Intelligent and green transformation and upgrading, listed companies show their strength

In the Apple industry chain exhibition area, Lens Technology, Bozhon Seiko, and Changying Precision, three listed companies with "fruit chain" characteristics, focused on the achievements of intelligent manufacturing and green manufacturing.

More than 20 processes, one circle down, it only takes more than 20 seconds to produce a gyroscope. The staff of Lens Technology introduced at the scene that the project took the production of fidget spinners as a demonstration to demonstrate the automated, digital and intelligent multi-functional integrated production line of Lens Intelligent Manufacturing, which is also a microcosm of Apple's products in manufacturing. It is reported that Lens Technology became Apple's leading business partner in 2006 and mass-produced glass protective screens for the first generation of iPhones. At present, Lens Technology produces glass, metal, ceramic, sapphire, touch and other spare parts for iPhone, iPad, Mac, Apple Watch and other product lines, and provides assembly business.

In order to receive the fidget spinner made by the machine, the audience lined up in a long queue Photo by reporter Peng Siyu.

Bozhon Seiko exhibited high-definition ultraviolet inkjet printers, Linghou multi-functional visual inspection platform, TSAMO digital factory solutions and other equipment and solutions. According to reports, since 2010, Bozhon Seiko has become Apple's automation equipment supplier, from the initial stand-alone equipment to the fully automatic intelligent flexible line, Bozhon Seiko's intelligent manufacturing process covers a wider and wider range of Apple product categories.

Changying Precision is also one of the important suppliers of Apple's intelligent manufacturing equipment. According to EPI, the company has partnered with Apple to solve control and business problems by controlling the automatic flow of data and reducing the shortcomings caused by manual decision-making processes. The six-axis force-controlled robot, developed by Everwin Precision, can quickly carve delicate patterns on thin, brittle eggshells with different curved surfaces through high-precision path planning algorithms, which are currently used to polish the handles and feet of the Mac Pro.

The robotic arm engraving words on the egg Photo by reporter Peng Siyu.

In the context of carbon neutrality, Apple attaches great importance to the green level of production links and product outputs. According to Lens Technology, Lens Technology has cooperated with Apple to take various measures to promote green production in terms of clean energy, energy efficiency improvement, clean water, and zero waste discharge. Bozhon Seiko showed a high-definition ultraviolet inkjet printer customized for Apple at the scene. This device prints the product identification code directly on the box at the iPhone's ** factory. Removing labels can save more than 300 tons of plastic and reduce carbon emissions by more than 3,700 tons. This technology is also being used in the packaging of the Apple Watch.

Ge Yue said that by 2030, Apple will work with leading companies to achieve carbon neutrality throughout the life cycle of all products, including switching to 100% clean electricity throughout the product value chain (manufacturing and product use).

Apple continues to invest in China's ** chain

Although the market share of Apple's main products fluctuates in a highly competitive market environment, its position in the global consumer electronics market remains solid. According to third-party data, as of the first half of 2023, the iPhone series has the second largest share in the global smartphone market, the iPad series and Air Pods have the first share in the global tablet and smart earphone market, and the Mac series has the fourth share in the global laptop market.

According to public information, there are more than 200 enterprises related to Apple's industrial chain, covering key components such as touch, sensors, memory, cameras, RF antennas, key chips, acoustic devices, printed circuit boards, 3D sensing, connectors, wireless charging, lithium batteries, and screens.

After years of development, China's electronics manufacturing industry has now formed the obvious advantages of a complete industrial chain and fast response speed, and has become an important part of Apple's global industrial chain layout. Ge Yue said that Apple has cooperated with the majority of Chinese companies to create new materials, processes and products. China is an important part of Apple's chain, with 151 of Apple's top 200 companies producing Apple products in China.

Apple will continue to invest in China's first chain, continue to invest in the first chain automation, support China's top companies to continue to innovate in intelligent manufacturing, and enhance global competitiveness. Ge Yue said.

Welcome a new round of industrial opportunities

At present, MR technology has given rise to a new round of consumer electronics innovation cycle. According to Pan Hui, chief analyst of Tianfeng**, Apple has acquired more than 7 MR-related startups since 2015, mainly in AR programming, facial and motion capture, game development engines, AI vision, VR** and live broadcasts. In June of this year, Apple released its first headset, Vision Pro, which is about to be mass-produced.

The arrival of new products is expected to accelerate the expansion of China's "fruit chain" market. Relevant institutions said that MR display hardware includes cameras, optical devices, micro-projection devices, sensors and other terminal devices, accounting for more than 40% of the whole machine. Compared with traditional consumer electronics such as mobile phones, technological innovation will create a new value chain, including silicon-based OLEDs, optical systems and interpupillary distance (refractive) adjustment modules, according to East Asia Qianhai**.

Ping An believes that Apple's Vision Pro is expected to redefine the VR product experience and usage scenarios, and will inject long-term growth momentum into VR equipment shipments, which has industry-oriented significance.

Pacific ** said that at the ** chain level, Apple will continue to make efforts in product iteration and pricing in the future, and it is recommended to pay attention to Apple's ** chain manufacturers in the high value of screens, cameras, optics and other links in the product.

Editor: Wang Yin.

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