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jaybiscuit

06/30/20 1:19 PM

#194239 RE: Watts Watt #194237

Link? How do you know that eontec, yihao, luxshare, and or Foxconn haven’t purchased their own machines? You can’t argue capacity without this info.

jaybiscuit

06/30/20 1:20 PM

#194240 RE: Watts Watt #194237

Please provide a proof source of Apple requiring redundancy

jaybiscuit

06/30/20 1:24 PM

#194241 RE: Watts Watt #194237

What specifically do you mean by the following: “When we see two complementary lines with sufficient capacity in a few years, then, and only then, will Apple have the resources necessary to be provided with secure production for their bmg product containing releases.”

jrs5

06/30/20 1:59 PM

#194243 RE: Watts Watt #194237

Incorrect. Apple PREFERS multiple suppliers to create competition as all companies do. But we know that Foxconn is producing the IPhone 12, we know that Foxconn has been working with Eon for at least three years now developing BMG products, and we know Apple is building most of the IPhone 12 in house (meaning Foxconn China). If Apple gets favorable pricing from Foxoconn ( meaning BMG cheaper than ss), they will use BMG.

Second, there may already be multiple supply chains in service now. Where do you think Huawei is getting their BMG from? There must be someone mass producing for them. We know Yihao is building mass production as well. And we know Eon has forge a new relationship with Luxshare which is another large scale production company.

Bottom line is if Apple gets the best product for the best price, and it is BMG, they will use it.

Almosthere

06/30/20 7:33 PM

#194268 RE: Watts Watt #194237

Sorry I don’t buy your reasoning.

Seems to me there could be plenty of machines needed to produce for Apple with these companies.

How do you know there is not?