CYJM Precision has won orders for Apple MacBook metal cases this year, entering the Apple case supply chain for the first time for mainland enterprises.
CYJM set the goal of expanding orders from major international manufacturers this year. Following Mac, the next step is to point to iPhone orders.
The company entered the MacBook metal case supply chain for the first time this year, becoming Apple's fifth metal case supplier. It is reported that the initial supply ratio was not high.
However, the market is worried that after Changying cuts into the Apple metal case supply chain, it will target a larger number of iPhone orders in the future, which will cause order crowding effect and price pressure on Taiwan metal case factories.
This time CYJM's position as the leader of mainland structural parts has entered the MacBook metal case supply chain, and then it is necessary to grab iPhone orders. Whether it will cause a large movement of the single case of the Apple case has attracted much industry attention.
According to information disclosed by CYJM, the company's international customer revenue accounted for about 10% in 2016, and rose to about 15% in 2017, and will rise further this year. The industry believes that Apple should be the most important international major customer that Changying has targeted this year.
Apple iPhone, MacBook, iPad three major product metal case orders, in the past by Hon Hai Group's Honest, Kecheng, Pegatron's Kaisheng-KY, and the American manufacturer Jabil Group four major suppliers.
In fact, mainland component factories have risen strongly in recent years, gradually entering the Apple supply chain, and competing with Taiwanese manufacturers in electro-acoustic components, connectors, battery modules, optical lenses, etc., and snapped up orders.
Taking electro-acoustic components as an example, Taiwan`s Meili was the first to “eat an apple.” Recently, AAC Technologies from Shenzhen has risen to become the world ’s largest manufacturer of acoustic components. Goer ’s Acoustics, which is also a land-based company, is also catching up. Big threat.
In addition, the mainland's largest connection component factory, Lixun Group, has also grabbed a lot of orders from Taiwan's connector factories in recent years. In December last year, Apple CEO Cook also visited Kunshan Lixun Precision.
In terms of battery modules, Desai, Xinwanda and other factories have successively become suppliers of Apple products such as the iPhone. Taiwan's Sundak orders have been declining. In terms of optical lenses, Shunyu Optics also aims to squeeze Daliguang.
CYJM was established in July 2001. The company is very young, but it has already included orders for metal cases from the top ten mobile phone manufacturers in the world including Samsung, Huawei, OPPO, vivo and other brand factories.
It started in Shenzhen and is currently listed on the Shenzhen Stock Exchange. The company has three core technologies of mold, surface treatment and automation. It started from mobile phone connectors and other businesses, and gradually expanded to small structural parts, aluminum alloy integrated housings, and waterproof silicon. Plastic parts and other businesses.
Products
Integrated metal band
Integrated metal bezel
Stamping metal band
Sound box metal band
Computer metal band
Small metal parts
Hydrogen Fuel Cell
Power Battery Cover Plate
Busbar
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