Highlights of the day: Apple keen to build iPhone China ecosystem


Apple seems to be looking to build a supply chain consisting of China-based makers for iPhones specifically for the Chinese market. Chinese maker Luxshare has already taken manufacturing plants in China from Taiwan's Wistron. Luxshare and another Chinese company, Lens Technology, are reportedly also looking to buy metal chassis plants from Taiwanese firms, as they seek to expand their presence in the iPhone ecosystem with approval from Apple. The US vendor has already disclosed that its 5G iPhone will come later than usual, and Digitimes Research estimate that global 5G smartphone shipments will reach more than 250 million units in 2020. Digitimes Research also expects global server shipments to shrink 5.6% sequentially in third-quarter 2020 as demand decelerates.

Apple keen to recruit more Chinese suppliers for iPhone: Apple is seemingly continuing to recruit more Chinese suppliers for iPhones, judging from Chinese EMS provider Luxshare Precision Industry and handset cover glass maker Lens Technology's aggressive moves seeking to acquire metal chassis plants operated in China by Taiwan-based makers, reportedly under the nod from the US vendor, according to industry sources.

Global 5G smartphone shipments to top 250 million units in 2020, estimates Digitimes Research: Global shipments of 5G-enabled smartphones are expected to reach over 250 million units in 2020, accounting for over 20% of global smartphone shipments for the year, according to Digitimes Research's latest estimation.

Global server shipments to contract 5.6% sequentially in 3Q20, says Digitimes Research: Global shipments of servers are estimated to contract 5.6% sequentially in the third quarter of 2020 due to a deceleration in demand for cloud servers from datacenter operators and for enterprise servers, according to Digitimes Research.