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kosen technology responds to apple's suspension of production and supply license: some problems are true, but it has not been removed from the apple supply chain

2024-09-23

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it home reported on september 23 that there were previous reports that apple had suspended the production license of macbook air bearing supplier kunshan kosen technology due to "quality issues" and transferred orders to other suppliers until the end of this year.

in response to this, a staff member of kosen technology responded to the daily economic news today and said: "some of the problems reflected in (the above news) are indeed true.there is a problem with the hinge of the macbook air.we are in the process of handling this, and the conclusion will be clear after a while. ” at the same time, he also emphasized:the company was not removed from the fruit supply chain, our major order execution (from apple) is normal.”

public information shows that kosen technology is mainly based on manufacturing processes and technologies such as precision die-casting, forging, stamping, laser cutting, and laser welding, and supported by precision mold design and production. it provides customers such as apple, huawei, amazon, and google with research and development, manufacturing, and partial assembly services for precision metal and plastic structural parts required for terminal products such as consumer electronics, medical devices, and automobiles.

kosen technology made a name for itself by grabbing orders at low prices, and entered the apple laptop hub supply chain 5-6 years ago. it home noted that in addition to grabbing apple orders, kosen technology has also grabbed some orders for huawei's folding screen mobile phone bearings in recent years. the current suppliers of huawei's folding screen mobile phone bearings are mainly fushida and zhaoli, and kosen technology's order share is still quite low due to yield issues, but it has attracted market attention.

in the first half of 2024, kosen technology achieved operating income of 1.741 billion yuan, a year-on-year increase of 35.62%; the net loss attributable to shareholders of the listed company was 161 million yuan.