As we all know, most of Apple’s products are produced by OEM, and many OEM factories are also rising because of apple. Recently, Guo Mingxuan, an analyst at Tianfeng international, released the first apple Research Report in 2020. According to the report, BYD, which we know well, is likely to become the exclusive assembly supplier of iPod touch this year. At the same time, BYD is also likely to get at least 10 – 20% of iPad assembly orders.
In the eyes of many people, BYD has always been an automobile company, but in the field of OEM, BYD has also made remarkable achievements. At present, almost all well-known mobile phone manufacturers in the world have cooperation with BYD, and BYD’s ability to become a supplier of Apple also means that Apple has a closer cooperative relationship with BYD.
Guo Mingyu also pointed out in the analysis report that if BYD ships iPads smoothly in 2020, it is expected to obtain more Wi Fi version iPad assembly orders in 2021. The Wi Fi version of iPad accounts for about 60 – 70% of the overall iPad shipments, so BYD still has a large growth space in iPad assembly. However, BYD still has a way to go if it wants to OEM the iPhone. If the iPhone assembly threshold will be lowered in the future, it may accelerate BYD’s progress in obtaining iPhone assembly orders.
Responsible editor; zl