Foxconn April 25

AAPL: 105.08

-0.60
Stock Chart

Over the weekend, Bloomberg posted an exclusive report of Pegatron’s iPhone plant in China. Although Foxconn is Apple’s primary assembler, Apple has moved more of its iPhone assembly contracts to Pegatron in recent years to diversify its supply chain.

The Bloomberg report describes how the factory is managing its workforce, tracking hours via automated systems, and tackling labor issues like overtime. This is the first time Pegatron has allowed official press to photograph the insides of the factory, where 50,000 people work on the floor.

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Foxconn April 6

AAPL: 110.96

1.15
Stock Chart

It had always seemed obvious that Foxconn’s reason for buying display-maker Sharp was to acquire the capacity to make OLED displays for future iPhones – and a supply-chain report today supports this.

Sharp will set up one 4.5G and two 6G AMOLED production lines with monthly capacity of 13,000, 11,500 and 34,500 glass substrates respectively, with total monthly capacity of 9.85 million 5.5-inch equivalent panels.

While the source is Digitimes, this one seems likely to be at least broadly accurate.

Apple currently used OLED displays only in the Apple Watch, still relying on older LCD displays for the iPhone, but numerous reports suggest that the company plans to switch to OLED screens for iPhones at some point in 2017 or 2018.

Image: OLED display under microscope via Reddit

Foxconn March 31

AAPL: 108.99

-0.57
Stock Chart
9to5toys 

Foxconn March 30

AAPL: 109.56

1.88
Stock Chart

Deja vu? The Foxconn acquisition of Sharp was almost a done deal a few weeks ago, until Sharp revealed some additional liabilities at the eleventh hour it had not previously disclosed. This meant Foxconn had to go back to the drawing board and re-assess the deal, renegotiating some parts of the contract with Sharp. The initial offer was worth $6.2 billion. Today, the companies announced Foxconn will buy Sharp in a $3.5 billion dollar deal.

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Foxconn March 29

AAPL: 107.68

2.49
Stock Chart

Foxconn March 15

AAPL: 104.58

2.06
Stock Chart
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