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why would apple’s “quality issues” affect kosen technology?
in september 2023, apple officially announced that it would suspend the production license of kunshan kosen technology, a macbook air bearing supplier, due to "quality issues". this decision means that apple will transfer some orders to other suppliers and is expected to resume normal production by the end of this year. in response, kosen technology officially responded that some bearings did have quality problems, but they were not removed from the apple supply chain, and the execution of major orders is still operating normally.
how do kosen technology’s technological advantages support its development?
the competitive advantage of kesun technology lies in its precision manufacturing technology and diversified product lines. the company has advanced precision die-casting, forging, stamping, laser cutting and welding manufacturing processes as well as precision mold design and production capabilities, providing customers such as apple, huawei, amazon and google with product 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.
market competition and future development trends of kosen technology
in recent years, kesen technology has successfully entered the apple laptop hub supply chain with its low-price order-grabbing strategy and quickly occupied the market share, which also led to some huawei folding screen mobile phone bearing orders being transferred to kesen technology. kesen technology's operating income in the first half of 2024 was 1.741 billion yuan, a year-on-year increase of 35.62%, and its net loss reached 161 million yuan.
future directions: how to meet challenges and continue to grow?
faced with the suspension of apple's orders and the pressure of market competition, kosen technology needs to seek new opportunities and development directions. in terms of technological innovation, the company should continue to increase r&d investment, develop more advanced manufacturing processes and products, and enhance its competitiveness. at the same time, the company needs to actively expand new markets, find more customer groups, and steadily expand its business scope to achieve sustained growth.
conclusion:
kosen technology faces challenges, but its strong technical strength and rich experience enable it to continue to maintain its competitive advantage and achieve greater success in the future.
