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首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台

6月25日有消息称,立讯精密今年将首度拿下iPhone新机组装单,有望在2023年超车和硕,成为iPhone第二大组装厂。目前,iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看,立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单,2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单,也意味着其“果链一哥”的地位再次得到巩固。
首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台

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