Igeekphone on February 15 news, according to the Economic Daily News, Apple iPhone 16 series OEM gradually showed a “tyrant, two strong, a rookie” pattern, Hon Hai Group is the most heavily relied on by Apple OEM giant, but the next few years face a more severe test.
The “One bully” here refers to Hon Hai Group, the “two strong” refers to Lichon and Pegatron, and the “one rookie” refers to the Tata Group.
Hon Hai Group is still the most heavily relied on by Apple foundry giant, but it is difficult to hide the decline, 2023 iPhone 15 series of the group foundry accounted for 60%, and this year’s iPhone 16 series is expected to decline to about 40-50%, mainly OEM assembly of iPhone Pro series high-end models.
Risun assembly business covers iPhone, Apple Watch, and exclusive contract assembly of Vision Pro headset, has now surpassed Pegatron, become the “iPhone contract second brother”, the next 2-3 years the proportion of orders will increase to about 30%, and the remaining orders by Pegatron and Tata Group divided.
Igeekphone reported in December last year that Tata Group is currently “recruiting” to accelerate the takeover of Wistron, in addition to plans to build India’s largest iPhone assembly plant in the town of Khosur in Tamil Nadu.
The new plant is expected to establish 20 assembly lines and is planned to employ about 50,000 workers over the next two years, with plans to be operational in 12 to 18 months.