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Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty...
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
Tuesday 8 April 2025
Chinese Apple product suppliers shift tariff burden to importers
Trump's reciprocal tariffs have thrown the Apple supply chain into a state of flux, highlighting the intricate web of global manufacturing and the escalating trade war. While Chinese...
Wednesday 2 April 2025
China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025...

Tuesday 1 April 2025
Apple top brass back in China: smart manufacturing partners in the spotlight
Three months into 2025, Apple's senior leadership is back in China. CEO Tim Cook posted "Hello, Beijing" on Weibo, marking his fourth visit in just over a year. COO Jeff Williams...
Friday 21 March 2025
Apple supplier Wingtech offloads ODM assets to Luxshare in semiconductor pivot
Luxshare Precision Industry announced on March 20 that it will acquire core assets from Wingtech Technology's consumer electronics system integration unit. The all-cash deal, executed...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Friday 31 January 2025
EMS Watch: Differences in EMS/ODM development across regions according to profit margin
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit...
Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...
Thursday 16 January 2025
Apple's supply chain evolves: iPhone makers pivot as India and China gain ground
Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major...
Monday 13 January 2025
Luxshare's Wingtech ODM acquisition set to enhance design capabilities and reduce reliance on Apple
Luxshare's planned acquisition of Wingtech's ODM business by the end of 2024 aims to enhance its design capabilities and global presence, while Wingtech shifts focus to semiconductors...
Tuesday 7 January 2025
Luxshare boosts Vietnam investment amid Trump's tariff plans
Luxshare-ICT plans an additional US$208.5 million investment in Vietnam's Nghe An province, set to boost annual production and create 25,000 jobs. The expansion strengthens Luxshare's...
Tuesday 31 December 2024
Luxshare to acquire nine Wingtech ODM subsidiaries
Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to...
Tuesday 3 December 2024
Luxshare expands and leverages non-China capacity in Vietnam to ease client cost pressures
Luxshare Precision, a key Chinese partner of Apple, is expanding its production capacity in Vietnam through a significant enlargement of its Nghe An facility. The workforce is expected...
Friday 25 October 2024
Luxshare reportedly to halt Vision Pro production amid surplus component inventory
Apple has dramatically reduced Vision Pro mixed reality (MR) headset shipments since mid-2024, with production potentially halting by year-end due to declining demand, reports The...