Supply chain Stories March 30

AAPL: 109.56

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Supply chain Stories January 8

AAPL: 96.96

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Supply chain Stories January 7

AAPL: 96.45

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In a radio interview on the syndicated show Conversations on Health Care, Apple COO Jeff Williams said that the reason Apple has come under attack for the use of child labor in its supply chain is that the company actively goes out looking for it. Other companies, he said, simply keep their heads down.

No company wants to talk about child labor. They don’t want to be associated with that. We shine a light on it. We go out and search for cases where an underage worker is found in a factory somewhere and then we take drastic actions with the supplier and the labor groups to try and make a change.

Then we report it publicly every year. We take a lot of heat for that. But we think the only way to make change is to go hit it head-on and talk about it.

Apple has come under fire over the years when underage workers were found in the company’s supply chain, and Williams has spoken before about Apple’s unusual stance on these issues …

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Supply chain Stories January 6

AAPL: 100.70

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[Update 2Reuters reports that Foxconn has published an earnings report showing a 20% fall in December revenues. However, the company says that its December earnings were “as expected,” and its full-year earnings are up 6.42% on the previous year, only marginally short of analyst expectations of 7%.]

[Update 1: StreetInsider reports that Foxconn has denied reports that workers started their lunar new year holiday early, and says that the government payout relates to ‘an insurance premium,’ but makes no reference to any response to the claim that it has been laying off workers.]

The WSJ is today suggesting that Apple is scaling back iPhone orders, noting that iPhone manufacturer Foxconn has been laying off workers and has received a $12.6M subsidy from the Chinese government through a program designed to minimize unemployment.

The piece notes that the subsidy is for Foxconn’s Zhengzhou plant, which is mostly devoted to iPhone production, and says that Apple has also reduced order forecasts for iPhone component makers.

Chinese iPhone factories had some idle capacity in the final two months of the calendar year, when they would typically be racing to chongliang, or “rush quantity,” for Apple, in factory-speak. Some workers at Foxconn’s Zhengzhou factory in inland China were let go on early holiday last month, one of the people involved in the supply said, although the typical new-year holiday season doesn’t start until February.

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Supply chain Stories October 22, 2015

AAPL: 115.50

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Supply chain Stories July 6, 2015

Engadget Japan has shown a purported schematic of the iPhone 6S which it attributes to a reliable source in the Chinese supply chain. While the diagram does not appear to have originated from Apple, the design and marked dimensions are consistent with casing photos we obtained from a proven source.

We noted that any change in thickness was imperceptible, and the thickness marked on the schematic is 7.1mm – just 0.2mm thicker than the iPhone 6, and the exact same thickness as the iPhone 6 Plus. This also matches (within 0.03mm) that shown in a drawing we reported earlier …  expand full story


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