iPhone后壳订单将转移？产业链人士：伯恩光学和蓝思科技为主要供应商

第一财经07-17

近日，有消息称，“某代工巨头明年起不做iPhone后壳，订单转移到国内头部的OEM工厂”。对此，7月17日，中国证券报·中证金牛座记者从产业链人士处获悉，iPhone的玻璃后盖主要是伯恩光学和蓝思科技在做，富士康暂未从事该项业务，其他公司有尝试涉足该业务。7月16日，业内人士对记者表示，富士康未涉及iPhone玻璃后盖业务，但其有iPhone金属框业务。截至7月17日发稿时，富士康方面未回应。据...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2452015561?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-17 19:54","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2452015561","market":"sh","top_or_hot":-1,"title":"iPhone后壳订单将转移？产业链人士：伯恩光学和蓝思科技为主要供应商","media":"第一财经","content":"<div>\n<p>近日，有消息称，“某代工巨头明年起不做iPhone后壳，订单转移到国内头部的OEM工厂”。对此，7月17日，中国证券报·中证金牛座记者从产业链人士处获悉，iPhone的玻璃后盖主要是伯恩光学和蓝思科技在做，富士康暂未从事该项业务，其他公司有尝试涉足该业务。7月16日，业内人士对记者表示，富士康未涉及iPhone玻璃后盖业务，但其有iPhone金属框业务。截至7月17日发稿时，富士康方面未回应。据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240717195427af92c5fa&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iPhone后壳订单将转移？产业链人士：伯恩光学和蓝思科技为主要供应商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niPhone后壳订单将转移？产业链人士：伯恩光学和蓝思科技为主要供应商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240717195427af92c5fa&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，有消息称，“某代工巨头明年起不做iPhone后壳，订单转移到国内头部的OEM工厂”。对此，7月17日，中国证券报·中证金牛座记者从产业链人士处获悉，iPhone的玻璃后盖主要是伯恩光学和蓝思科技在做，富士康暂未从事该项业务，其他公司有尝试涉足该业务。7月16日，业内人士对记者表示，富士康未涉及iPhone玻璃后盖业务，但其有iPhone金属框业务。截至7月17日发稿时，富士康方面未回应。据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240717195427af92c5fa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1934453819.USD","symbol_name":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240717195427af92c5fa&s=b","article_id":"2452015561","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240717195427af92c5fa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2452015561","pubTimestamp":1721217242,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近日，有消息称，“某代工巨头明年起不做iPhone后壳，订单转移到国内头部的OEM工厂”。据产业链人士透露，在iPhone玻璃后盖份额方面，苹果会根据伯恩光学和蓝思科技的产能、报价等因素考虑份额的分配。产业链人士还表示，其他公司已尝试进入iPhone玻璃后盖业务，但可能订单还较少，目前在产能和技术上还无法与伯恩光学和蓝思科技竞争。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300433":"蓝思科技","601138":"工业富联","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","BK0028":"国家队","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0201":"可转债","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0064":"蓝宝石","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","BK0214":"IT设备","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK0196":"行业龙头","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK0076":"特斯拉","BK0072":"苹果","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC"},"translate_title":"iPhone Back Case Orders Will Be Transferred? Industry chain people: Bourne Optics and Lens Technology are the main suppliers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300433":1,"601138":0.9},"content_text":"近日，有消息称，“某代工巨头明年起不做iPhone后壳，订单转移到国内头部的OEM工厂”。对此，7月17日，中国证券报·中证金牛座记者从产业链人士处获悉，iPhone的玻璃后盖主要是伯恩光学和蓝思科技在做，富士康暂未从事该项业务，其他公司有尝试涉足该业务。7月16日，业内人士对记者表示，富士康未涉及iPhone玻璃后盖业务，但其有iPhone金属框业务。截至7月17日发稿时，富士康方面未回应。据产业链人士透露，在iPhone玻璃后盖份额方面，苹果会根据伯恩光学和蓝思科技的产能、报价等因素考虑份额的分配。“但为了保持充分竞争，通常情况下，如果这批货蓝思科技份额多一些，可能下一批货伯恩光学的份额就多一点，以此轮换。”上述人士表示。产业链人士还表示，其他公司已尝试进入iPhone玻璃后盖业务，但可能订单还较少，目前在产能和技术上还无法与伯恩光学和蓝思科技竞争。（中证金牛座）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2452015561"}