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Apple's Supply Chain in the Post-Huawei Era

  • Company Profile

  • 9 Pages
  • December 2020
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5238389

The world has been focused on how the U.S.-China technology war will impact Huawei's smartphone business, but there were recently two major events involving Apple's supply chain that made waves in the mobile phone market. First, in July Wistron sold its fully owned subsidiaries in China located in Kunshan, Jiangsu Province to China's Luxshare Group. Next, in August, Catcher Technology Catcher announced it would sell the Taizhou-based iPhone casing production companies Topo Technology and Meeca Technology to Hunan-based glass cover supplier Lens Technology. This report provides an overview of the development of Apple's supply chain, describes two most likely scenarios of how Apple will develop in the premium market and/or lower-end market along with the consequences, and examines how Apple can make the most of the volatile market environment.


  • Background behind Apple's development in the post-Huawei era
  • Two possible scenarios for Apple when it comes to sticking with the premium market and/or lower-end market and the consequences explained.
  • How Apple to make the most of the volatile market environment

Table of Contents

1. Background
2. Apple Bound to Cultivate a China-based Supply Chain
3. Future Scenario 1: Apple Sticks with the Premium Market
4. Future Scenario 2: Apple Forays into the Lower-end Market
5. How to Make the Most of a Volatile Market Environment
Appendix
List of Companies


Companies Mentioned

A selection of companies mentioned in this report includes:

  • Apple
  • BOE
  • Catcher
  • Foxconn
  • Huawei
  • Lens Technology
  • Luxshare
  • Meeca Technology
  • Merry
  • Oppo
  • Pegatron
  • Samsung
  • Speed Tech
  • Sunny Optical
  • Topo Technology
  • TSMC
  • Vivo
  • Wistron
  • Xiaom

Methodology

Primary research with a holistic, cross-domain approach

The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.

Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:

Method

  • Component supplier interviews
  • System supplier interviews
  • User interviews
  • Channel interviews
  • IPO interviews
  • Focus groups
  • Consumer surveys
  • Production databases
  • Financial data
  • Custom databases

Methodology

  • Technology forecasting and assessment
  • Product assessment and selection
  • Product life cycles
  • Added value analysis
  • Market trends
  • Scenario analysis
  • Competitor analysis

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