LUXSHARE-ICT(002475) 环球网·2025-03-26 02:44Core Insights - Apple's COO Jeff Williams visited Chinese suppliers Goer and Luxshare Precision, highlighting the importance of the supply chain and collaboration with Chinese companies [1][3][6] Group 1: Goer Technology - Goer has been collaborating with Apple since 2010, expanding partnerships across multiple fields including speakers, receivers, precision components, and assembly projects for AirPods and HomePod [3] - The automation production line at Goer integrates flexible manufacturing and AI technology, significantly improving production line utilization and efficiency [3][4] - Goer has achieved 100% renewable energy usage for Apple production since 2023 and incorporates 80% recycled materials in HomePod injection parts, demonstrating a commitment to sustainable development [5] Group 2: Luxshare Precision - Luxshare began its partnership with Apple in 2011, initially supplying connectors and now covering nearly all Apple product lines, with a 50% growth in Apple-related business over the past two years [6][10] - The Changshu factory of Luxshare integrates various advanced manufacturing technologies, achieving vertical integration from mold processing to component production [6][8] - Luxshare has also achieved 100% renewable energy usage for Apple-related production and actively participates in Apple's training programs, benefiting over 17,000 employees [10] Group 3: Innovation and Future Prospects - The collaboration between Apple and its suppliers has led to significant innovations in manufacturing processes, such as automated glue application, which was previously done manually [9] - Apple's ongoing investment in China includes a new 720 million RMB clean energy fund aimed at enhancing renewable energy capacity [8] - Williams expressed confidence in the future of development through interactions with supply chain engineers, emphasizing the potential for innovation and growth [10]