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Apple bets $600 billion on U.S. manufacturing! The list of top ten partners is revealed, with the most significant one surging over threefold within the year.
On August 6, $Apple(AAPL.US)$ According to the official website, the company will invest $100 billion in the United States, and the company will have a total investment in the United States of $600 billion in less than four years. This news caused Apple to grow by 5%.
Cook said in a press release: “In the next four years, we will increase our investment in the United States to $600 billion, launching our new American Manufacturing Program (AMP). The United States Manufacturing Program aims to bring more apple supply chains and advanced manufacturing to the United States.
As shown in Apple's U.S. manufacturing plan, all iPhone and Apple Watch glass panels will be made in the United States, American-made magnetic steel from MP Materials, and end-to-end supply chains will be established in the United States.
FIRST GROUP OF PARTNERS TO JOIN AMP INCLUDES ONE OF THE WORLD'S LARGEST GLASS PLANTS $Corning(GLW.US)$ From the Actuator and Materials Business $Coherent(COHR.US)$ 、WAFER MATERIAL SUPPLIER GLOBAL WAFER, SEMICONDUCTOR EQUIPMENT SUPPLIER $Applied Materials(AMAT.US)$ 、Analog Chip Manufacturer $Texas Instruments(TXN.US)$ , semiconductor manufacturer Samsung and $GlobalFoundries(GFS.US)$ , Providing semiconductor packaging and testing services $Amkor Technology(AMKR.US)$ , Semiconductor Solution Providers $Broadcom(AVGO.US)$ and the only company in the United States with a rare earth mine $MP Materials(MP.US)$ 。
What are the partnerships between Apple Division and these companies? Where did all these companies come from? The following will be analyzed for a mooer. From Apple's ten partners, the main groups are in the four Industries of Earth, Laser Components, Glass, and Chipboard. Instrument View:
1. Rare earth
$MP Materials(MP.US)$ It is the largest producer of corn in the United States, and this year it is a new week for the US stock market. “The company has gone from being a pure mining company to a full-scale Industry Chain company in recent years, and the rapid growth of its production is releasing Bullish Signals. The strategic location of MP will become even more important as the demand for ferrous and magnetic ferrous metal from electric vehicles, wind power generation, and industrial motors alike increases.
Apple has announced a $0.5 billion multi-year agreement with MPA that will produce magnetic magnetic iron in Texas and California for internal components such as touch-control feedback motors. From there, the two companies will build an advanced earthen recycling production line in Mantinepas, California.
Notably, excluding Apple, US Defense will invest US$0.4 billion in MP Materials, becoming the largest Shareholder. The investment by the National Defense Ministry will help MP Materials to build the second magnetic iron fabrication plant, which is expected to produce 0.01 million tons of magnetic iron in 2028. As of this year, the company's share price has risen by 3p.
Related reading:Can MP Materials Become the Champion Brand of the United States Earthmoving Industry Chain?
Second, laser components
$Coherent(COHR.US)$ The world's leading provider of laser, laser technology and laser system solutions.
Under a long-term supply agreement between Apple and Coherent, Coherent's VCSEL sensors provide a variety of features for iPhone and iPad devices sold globally, including FaceID. This work takes place at Coherent's plant in Sherman, Texas.
Stimulated by the news, the company rose more than 2% after its sales, and it is worth noting that its share price has bounced close to 100% since April 7.
Third, glass
$Corning(GLW.US)$ Headquartered in the United States, it is a global manufacturer of glass, under the Gorilla Glass brand name, and is widely used in Handheld Electric Appliances, as well as display cases for smartphones, tablets, and smart phones. Corning's customers include Apple, Samsung Electronics, Sony, Google, HP Inc., Dell, Nokia Oyj, and others.
The U.S. manufacturing program will support a major expansion of Apple's long-term partnership with Corning, bringing the world's largest and most advanced Smart Phone Glass production line to a plant in Harrisburg, Kentucky.
Apple has invested $2.5 billion to produce the glass case for all iPhones and Apple Watch products at a plant in Harosburg, Kentucky, in Corning, USA. A family-owned company is building a new Fruit-Conning Center in Kentucky.
At Hakumiya's site, Cook sent Trunp a souvenir made of Corning glass. In terms of the share price trend, this company has risen 36% this year.
IV. Chip
Through this new partnership, Apple is leading the creation of the end-to-end supply chain in the United States, each key chain of collaboration partners and production.
Apple has partnered with Broadcom and Chip to develop and produce important Honeycomb Semiconductor Devices for 5G communication capabilities in Apple products.
Broadcom has been the sole leader in the communications chip sector, hitting a new high this year. Apple is now one of Broadcom's biggest customers, and it is now reported that Apple is moving towards its own Bluetooth and Wi-Fi chips starting in 2025, which will take components previously supplied by the company.
Furthermore, from now on, Broadcom is leading the market in wireless. Apple or Licensee cannot match its products on Wi-Fi chips, and it is the supplier that will supply RF filter assemblies for Apple's tuning decoders.
2、 $Texas Instruments(TXN.US)$
Texas Instruments is the world's leading manufacturer of simulation and embedded processing chips, with high vertical integration of IDM models for strong modulating autonomy. With headquarters and core manufacturing and sealing facilities in Dallas, Texas, the Chandler, Arizona, 12-inch Circular Plant (RFAB2) is expanding to meet the demand for Analog Chips in the growing market. Texas Instruments is back in South Portland, Minn., producing an old chip with strong tunability and long term supply.
Apple and Texas Instruments are expanding their partnership to strengthen upcoming product partnerships to elevate chip production in the U.S. market to a critical product. Apple has reached a new contract with Texas Instruments, and Texas Instruments will support the installation of more equipment at its plant in Lehi, Utah and its new plant in Sherman, Texas.
The company's share price has hit a new all-time high this year, mainly due to the market's recognition that the demand for domestic Analog Chips is driving the demand for the Tronp tax policy. On the other hand, business performance is expected to be led by a drop of 13% in the latest quarter.
Beyond Apple's plan to develop and produce Honeycomb Semiconductor Devices, GlobalFoundries reached an agreement with Apple to bring more semiconductor-manufacturing businesses to the United States, focusing on leading edge wireless technologies and advanced power management technologies — these technologies are aimed at extending Apple devices Battery life and enhanced connectivity are important.
GlobalFoundries is the largest domestic wafer fabrication company in the United States, formerly a spin-off of AMD's manufacturing division. Its main plant is located in Malta, New York, providing machining services to multiple IDM customers and the US government, focusing on mature process nodes (e.g. 12nm, 22nm, 45nm, etc.).
Earlier, the company announced a new plan to invest $16 billion in chip production in the United States, which is determined to meet the needs of Apple and Qualcomm's domestic customers in the United States.
It is worth noting that GlobalFoundries is a “trusted factory” of the US Federal Government, has also received similar designations in Singapore and Germany, and has been certified by international universal standards.
However, as the company's quarterly results fell short of expectations, a recent weakness in its share price, with a decline of about 20% for the year.
4、 $Applied Materials(AMAT.US)$
Applied Materials is a global manufacturer of semiconductor, display and solar photovoltaic equipment. The company specializes in providing advanced material engineering solutions to chip manufacturers, and other technologies are widely used in all newly produced chips and advanced displays.
Apple will work directly with Applied Materials to increase production of other semiconductor manufacturing equipment in the United States. Located in Austin, Texas, the company is key to manufacturing cutting-edge chip equipment.
Texas Instruments will expand chip production in Utah and Texas, and Applied Materials will be responsible for manufacturing advanced semiconductor equipment. The cooperation of these different companies ensures that Apple's signature chips will remain entirely in the United States, a technology company in the region that has become the first in China.
In terms of trends this year, the company has rallied more than 30% since April 7.
5、 $Amkor Technology(AMKR.US)$
Emmark Technologies is a leading global provider of semiconductor packaging and testing services (OSAT), headquartered in Tempe, Arizona, USA. As the world's top five OSAT vendors, Emmark Technology has a long history of operating domestically in the United States, with an R&D center and manufacturing base in Tempe focused on advanced packaging technology development, such as 2.5D/3D packaging and wafer grade packaging (WLP).
In response to CHIP regulations and customer requirements, Amkor Technology has invested in a new advanced sealing and testing plant in Peoria, Arizona to provide highly resilient, high-band broadband sealing solutions to customers in the United States of America and North America. The company is an important downstream cooperation partner of Taiwan Semiconductor's Zhongshan Ring Plant.
Packaging is one of the most important steps in chip manufacturing. Apple is investing in Amkor Technology's new advanced chip packaging and testing plant in Arizona and will become the first and largest customer. This will accelerate the development of chip sealing capabilities in the United States, thereby strengthening the semiconductor supply chain in the United States.
The factory will seal and test Apple chips produced at a nearby Taiwan Semiconductor chip factory to manufacture chips for iPhone devices sold worldwide. The company has grown by almost 50% since April 7.
Beyond that, crystal circles are the foundation of any chip, and Apple has partnered with GlobalWafers America (a subsidiary of Globular Crystalline in the USA) in Sherman, Texas, to first produce crystals for semiconductor plants in the United States.
Apple's plant in Austin, Texas, has partnered with Samsung to introduce an innovative chip manufacturing technology that has never been available in the world. The factory will introduce this technology to the United States to include Apple products in iPhone devices around the world to provide improved power and performance.
As a whole, Apple's goal is to create a solid, end-to-end supply chain—that is, every chip manufacturing cycle can be completed in the United States.
Most Analysts recognize that Apple's long-term policy adjustment has helped Apple's future development.
However, Wedbush Securities Analysts acknowledge that Apple is unlikely to produce iPhones in the United States in the short term. As a matter of fact, all supply chain modes are likely to rise to $3500 in price per iPhone.
