The world's largest Apple mobile phone factory is located in the Foxconn Park, Henan, China, has escaped and protests in succession since last month. People familiar with the matter said that these turmoil may lead to a decrease of nearly 6 million iPhone PRO output this year.
Bloomberg quoted the insider who was unwilling to be named that the situation of the factory was still turbulent, and the estimation of output loss may change.This will mainly depend on the outbreak of violent protests against epidemic prevention restrictions, Foxconn can let workers return to the production line quickly.If the closed control continues in the next few weeks, the output may be further decreased.
Affected by the epidemic, Foxconn Zhengzhou Park has been affected by seal control and workers in the past few weeks.Thousands of employees fled the park at the end of October, and the new employees gathered in protest last week due to salary and isolation.
Apple's largest iPhone 14 Pro and Pro Max mobile phones this year are produced in Foxconn Zhengzhou factory.These high -end mobile phones make up for the needs of the iPhone 14.
Earlier this month, before the park violent protests occurred, Morgan Stanley analysts estimated that the gap in the iPhone Pro mobile phone this year was about 6 million units.
The turmoil of the Foxconn Park in Zhengzhou highlights Apple's risks facing the huge supply chain in China.Foxconn worked hard to take measures to calm down the protest last week and promised to issue 10,000 yuan (RMB, the same, S $ 1909) to each new employee who returned to the home.The company also proposed last weekend that in December and January of this year, it provided up to 13,000 yuan per month to full -time employees who stayed in the factory.
In the peak production season of the iPhone, there are more than 200,000 employees in the Foxconn Zhengzhou factory.Reuters quoted the people familiar with the matter last week that more than 20,000 new employees have left after the founding of the factory.
Another person familiar with the matter said that compared with the departure of new employees, the isolation of existing employees has a greater impact on production because they have production experience and skills.
Analysts of Morgan Stanley believe that the worst case that Apple and Foxconn may have encountered is that the Zhengzhou plant cannot deliver the iPhone for the rest of this year.