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"This year's peak season recruitment started early in July, so it is expected to end earlier. Don't wait and see, and don't blindly wait for price increases." The article on the official account said that after working in Foxconn's A business group in the port area for three months, the expected return on wages can be up to 21,500 yuan. However, compared with the high wages given by Foxconn Zhengzhou in August in the past two years, this year's recruitment benefits may not be as good as in the past two years if they are not raised again.

As usual, Apple will release a new iPhone 16 in September this year. And Apple will provide Apple Intelligence AI function for some Apple phones later this year. The industry expects that Apple's AI function will attract users to change phones to a certain extent.

Three months' salary may exceed 20,000 yuan

According to recruitment information, there are two modes of working in Foxconn Port Area Business Group A in Zhengzhou. One is a high-paid hourly worker with a salary of 25 yuan per hour plus a subsidy of 200 yuan. The other is a rebate worker with a salary of 2,100 yuan base salary plus subsidies and overtime pay, and a rebate will be given after working for 3 months.

The rebate varies depending on whether the position is in the peripheral department or the manufacturing department, and whether the employee is a new employee or an old employee. The rebate range for the A business group in the Hong Kong area is set between 6,500 yuan and 8,000 yuan. According to the recruitment information, the rebate workers are expected to receive 17,500 yuan to 21,500 yuan after working for 3 months. In addition, the hourly wage for the iP business group in Foxconn's Eight Street is 23 to 25.5 yuan per hour.

According to Foxconn, the Hong Kong A business group is the original iDPBG business group. "The iDPBG business group is responsible for making new Apple phones, otherwise they would not recruit people during the peak season. This business group is suitable for girls because they have to sit in the office more. The one on the Eighth Street makes mobile phone cases and requires operating machines." said an agent.

The reporter contacted several agents on the recruitment platform as a job seeker. Two agents said that the maximum rebate for Foxconn Hong Kong Business Group A workers is 8,000 yuan, which is consistent with the salary package released by Foxconn. One agent said that the maximum rebate is 8,500 yuan. One agent said that during Foxconn's peak season recruitment, job seekers should carefully distinguish whether the agency offering high prices is legitimate to avoid not getting the promised rebate.

In addition, multiple agents described the recent Foxconn recruitment requirements in a relatively consistent manner. They all said that the requirements for interviewees are mainly physical requirements, such as no large-area tattoos, scars, no major surgeries, no steel plates, etc. As long as there are no problems with the physical examination, they will basically pass the interview. "The interviewee does not need to be checked for academic records or bank statements." said an agent.

There are reports that 50,000 new employees have joined Foxconn in the past two weeks. Regarding this news, an agent said, "It is indeed a lot. So many people have already joined, and the wages should not increase any more. If you don't come, there will be more people coming." Another agent said, "It is about this number, and sometimes 1,000 people join in a day."

An agent said that the current wages at Foxconn in Zhengzhou are the highest in the whole year, because there are not many students working in the factory this year, and it is estimated that there will not be a rush to recruit employees when students leave in large numbers. In the past month and a half, except for a small change in the rebate, the wages at Foxconn in Zhengzhou have not fluctuated much.

The reporter noticed that according to the Zhengzhou Foxconn recruitment official account, the highest rebate given by Foxconn in early July was 6,000 yuan, which rose to 7,500 yuan in mid-July, and then increased to 8,000 yuan on August 3.

Compared with last August, Zhengzhou Foxconn offered a rebate of up to 8,500 yuan for iDPBG rebate workers, and offered hourly workers a salary of 25 to 26 yuan per hour plus a 200 yuan subsidy, which is higher than the current salary. In August 2022, Zhengzhou Foxconn offered a rebate of up to 10,500 yuan for iDPBG rebate workers, and offered hourly workers a salary of 31 yuan per hour, which is also higher than the current salary. At that time, it is expected that rebate workers can get 21,000 to 22,000 yuan after three months of employment. In the past two years, the last day of high-priced recruitment in Zhengzhou Foxconn was at the end of August. If the current wage of Foxconn in Zhengzhou is already the highest of the year, then this year's highest wage is lower than in the past two years.

Apple will release new phones

As usual, Apple will release a new iPhone 16 in September this year, and Apple's foundry is currently stepping up production of the new phone. Unlike previous years, Apple announced in June this year that the iOS 18 system to be launched this fall will be equipped with the Apple Intelligence smart system. New phones using the new A-series chips are expected to drive Apple Intelligence, and the industry also expects AI functions to drive phone replacements.

Previously, there were market reports that Apple increased its iPhone 16 inventory to 95 million units, an increase of nearly 10% over the previous generation.

In July, TF Securities analyst Ming-Chi Kuo predicted that iPhone 16 orders in the second half of the year will remain at about 87 million units, lower than the 91 million units ordered for the iPhone 15 series in the same period last year. He said that the launch of Apple Intelligence is generally considered to be the reason for the increase in iPhone 16 orders, but Apple Intelligence is only a Beta version provided to US users for testing in the second half of the year, and it only supports English. It may be too optimistic to ask consumers to buy iPhone 16 in the second half of the year for the test version of Apple Intelligence.

From the perspective of mobile phone demand, according to market analysis agency Counterpoint, global smartphone sales in the second quarter of this year increased by 6% year-on-year. Apple's market share was 16%, down 1 percentage point year-on-year. The agency expects that the new iPhone equipped with Apple Intelligence in the second half of the year will drive demand for upgrades.

In the quarter ending at the end of June this year, Apple's iPhone revenue was $39.296 billion, a year-on-year decrease of 1%. Looking at the regions, Apple's revenue in Greater China was $14.728 billion, a year-on-year decrease of 6.5%. Apple CEO Cook said that excluding the impact of exchange rates, sales in Greater China fell by less than 3% in the quarter.

Foxconn is Apple's most well-known foundry, and Zhengzhou, Henan is Foxconn's main mobile phone production base. Recently, there have been reports that Apple will assemble iPhone16 Pro and iPhone16 Pro Max in India through its partners this year. Foxconn may also follow Apple's pace to promote the production of mobile phones and other electronic products overseas. However, as an Apple foundry, Foxconn not only assembles Apple phones in China, but is also looking for new sources of income outside of Apple phones. Recently, it has increased its investment in new energy vehicles, robots, etc.

In late July this year, Foxconn announced that the signing ceremony of the "Strategic Cooperation Agreement between Henan Provincial Government and Foxconn Technology Group to Accelerate the Promotion of New Business Projects" was held in Zhengzhou. According to Foxconn, Foxconn will invest in the construction of a new business headquarters building in Zhengzhou to carry out the functions of the new business headquarters, with a total investment of about 1 billion yuan. Focusing on the implementation of relevant strategies, Foxconn will focus on the layout of new energy vehicle trial production center, solid-state battery and other projects in the Zhengzhou Airport Economic Comprehensive Experimental Zone in the near future.