China-based Shenzhen Everwin Precision Technology and AAC Technologies have reportedly become suppliers of metal-alloy chassis for use in MacBook notebooks, according to industry sources.
The two makers obtained Apple's certification in 2017 and began small-volume shipments in 2018, the sources said.
Taiwan-based Catcher Technology, Foxconn Technology and Casetek Holdings have so far dominated supply of metal-alloy chassis used in MacBook, and as they are much more competitive than China makers in technology and production capacity, Apply is expected to keep relying on them, the sources noted.
However, Apple will capitalize on China-based makers' lower costs to push down prices quoted by Taiwan-based makers, the sources indicated, adding that for Taiwan makers, competition from China rivals will bring more impact on gross margins than on order voumes, the sources explained.
In response to the reported competition from the China makers, Catcher indicated that its outlook for 2018 remains unchanged.
Article translated by Adam Hwang
