According to Jiwei, Huawei has been actively amassing an inventory of essential components, with the objective of doubling its smartphone shipments next year, targeting a range of 60 to 70 million units.

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Source to China Times, as India continues to solidify its position in the global mobile phone manufacturing supply chain, industry analysts predict significant shifts in production dynamics. Apple, for instance, is expected to move 25% of its production to India by 2025, in addition to Chinese brands like Xiaomi, OPPO, and vivo, which have already established manufacturing operations in the country. This trend has led to a scenario where India has substantially reduced its reliance on importing mobile phones from China, posing a substantial challenge to Chinese smartphone manufacturers and potentially resulting in the loss of annual orders for up to 180 million devices.

TrendForce believes that while Apple has such plans in place, the actual execution and achievement of these goals may face challenges.

The typical process of an iPhone involves design work at Apple’s headquarters in the United States, the use of main chips from American chip manufacturers and foundry services from TSMC, key components supplied by companies in Japan and South Korea, and the provision of remaining parts by Chinese manufacturers. The final assembly takes place at Foxconn’s factory in Zhengzhou, China, before the phones are air-shipped to destinations worldwide.

Since September of the previous year, an increasing number of consumers have noticed the label “Assembled in India” on the packaging of their iPhone 14 devices. This indicates that a growing proportion of Apple’s phones are being produced in India. Apple’s plan to shift 25% of its production to India by 2025 aligns with this trend.

Meanwhile, Chinese smartphone manufacturers such as Xiaomi, OPPO, and vivo are also actively manufacturing in India, and Samsung currently produces all of its flagship phones in the country. These developments are reshaping the landscape of mobile phone trade between China and India. In 2014, China exported a staggering 180 million phones to India annually. However, as India’s mobile manufacturing ecosystem matures, its reliance on importing complete phones from China has dwindled.

Data from the Cellular Operators Association of India (COAI) reveals that, following Indian Prime Minister Modi’s “Make in India” push in 2015, India’s share of globally manufactured phones surged to 11%, surpassing Vietnam and making it the second-largest mobile phone manufacturing country after China. Additionally, statistics show that from 2014 to 2022, India’s cumulative mobile phone production exceeded 2 billion units, with a CAGR growth rate of 23%. (Image credit: Apple)

(Source: https://www.chinatimes.com/newspapers/20231004000745-260309?chdtv)

In 2023, driven by the demand from the repair market and the surge in the second-hand smartphone trend, the shipment volume of smartphone panels is expected to increase by 8.7% to reach an estimated 1.85 billion units. According to further estimates by TrendForce, the demand for panels from the repair market alone is projected to reach 300 million units, accounting for 16.2% of the overall shipment volume.

Playing a crucial role in the smartphone repair market is undoubtedly the iPhone.

TrendForce analysis reveals that half of the smartphone repair market size comes from the Chinese market, with approximately half of that market size originating from the repair of iPhone second-hand devices. When examining the iPhone repair market, models from 1 to 2 years prior to the current year play a pivotal role in meeting demand.

From a component perspective, the prices of TDDI for repair purposes generally tend to be slightly higher compared to those offered to brand customers, with a premium ranging from about 5-10%. However, these prices can exhibit more significant fluctuations based on market conditions, including increased pricing during shortages and more room for price adjustments in times of oversupply.

Regarding panel supply, Chinese panel manufacturers, rather than Taiwanese counterparts, dominate the repair market supply due to easier access to the South China market.

The specifications for repair panels are relatively diverse, with HD/FHD and OLED panels being used in the repair market. Notably, the A-si 900RGB specification, positioned between HD (1280×720) and Full HD (1920×1080), faces slow adoption in the new product market by smartphone brand customers. Consequently, panel manufacturers are prioritizing supply to the repair market. The primary aim of this supply strategy is to focus on iPhone repairs, providing a broader range of specifications and price combinations for iPhone repair services.

As reported by China’s Jiwei on October 2nd, Samsung has revealed that its chip manufacturing division has secured an order from AI chip client Tenstorrent to produce chips utilizing its cutting-edge 4nm process.

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According to a report from TechNews, Micro LED technology boasts superior qualities such as higher transparency, richer color saturation, increased brightness, enhanced efficiency, and lower power consumption. It also extends product lifespans, making it an optimal choice for automotive displays. However, it currently grapples with challenges related to cost, mass transfer, extensive inspections, and red light efficiency, posing obstacles to large-scale production.

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