Apple officially released its new smartphone iPhone 12 series. The iPhone 12 series released this time is Apple’s first 5G smartphone. It is not only vital to Apple, the world’s most valuable technology company, but also benefits from the expected sales of 5G iPhones. Increase, Apple’s A-share supply chain companies may usher in a new round of performance growth.
Apple's 30 A-share core suppliers
Over the past few years, Apple's ability to become a global technology giant is not unrelated to the strong support of China's supply chain. According to data, in 2020, among the top 200 suppliers disclosed by Apple, China accounts for 86, accounting for 43%.
Among the A shares, Apple’s core suppliers have at least 30, such as LZ Precision Technology Group and SDGE Acoustics Technology Group, which provide connectors and acoustics for Apple, HNLS Precision Technology Group, which provides cover glass, and BOE, which provides panels. A. LY Intelligent Manufacturing Technology Group, which provides a variety of components, PD Holding Group, which provides PCB, Xinwei Communication and SPEED, which provides radio frequency, HNOF Optoelectronic Technology Group, which provides camera modules, Han's Laser, which provides laser equipment, provides SIP's USI and Changjiang Electronics Technology, SHSN Circuit Technology Group, which provides packaging substrates, Zhaoyi Innovation, which provides NOR Flash, and SZDS Precision Technology Group, which provides FPC, and Xinwangda, which provides lithium batteries.
The above-mentioned companies are all companies with relatively large market capitalizations. In fact, there are many small companies with small market capitalization for A-shares, especially many companies listed on the Science and Technology Innovation Board in the past two years. Although the market value is not large, their business mainly depends on Apple. , Directly or indirectly supply to Apple.
It is understood that the small and medium market value companies that supply Apple include: testing equipment manufacturer Huaxing Yuanchuang, FPC testing manufacturer Oats Technology, precision structural parts manufacturer WXJY Precision Technology Group, FR Precision Technology Group, KS Precision Technology and HMD Precision Technology Group, etc. , SZXL Advanced Material Technology Group and SH Technology and AL Group, which provide materials, Shanshan shares, which provide lithium battery materials, ZJDC Magnetic Materials Technology Group, which provides wireless charging magnetic materials, Lantech Optics, which provides optical devices, and AHDF, which provides components Technology, Saiteng, which provides monitoring equipment, Century Dingli, which provides 5G network test equipment, Kerui technology, which provides automated testing equipment, Juzi Technology, which provides machine vision equipment, and HNSJ shares, which provides coatings and inks.