(Combined report from Beijing, 28th) China’s “dual control of energy consumption” has continued to affect the company’s power curtailment and production suspension. Several key suppliers of Apple and Tesla have announced the suspension of production in China in response to the energy consumption policy of the Beijing authorities. , But this matter will endanger the stability of the supply chain, especially at this time is about to enter the peak Christmas season demand for electronic products including the new iPhone.
Hon Hai’s affiliate Yisheng Precision Industry and an important component supplier of Apple and Tesla said on Sunday that the Kunshan plant in Jiangsu Province will temporarily suspend production from Sunday to Friday, in line with the city’s policy of suspending industrial power supply. Yisheng announced: “During the shutdown period, we will temporarily maintain operations with inventory. It is expected that production will be arranged during holidays or even holidays to meet customer demand for shipments.”
The timing of China’s demand for energy conservation and emission reduction comes at a time when the confidence of investors in the global market has been shaken by the debt crisis of Evergrande Group. The economic impact caused by the current power ration may be even greater, further worsening the shortage of global supply chains.
Apple’s printed circuit board supplier Xinxing Electronics said that due to the suspension of industrial power supply in the greater Suzhou area from noon on Sunday to the end of the month, subsidiaries in Suzhou and Kunshan coordinated with the suspension of work and will coordinate production in other factories to meet customer demand for shipments.
The iPhone’s acoustic component supplier Kang Erfu Holdings, which has a plant in Suzhou, also announced that it will be suspended for 5 days until noon on Thursday, and will use inventory to support customer needs.
Several chip packaging and testing service providers from Intel, Huida, and Qualcomm have received notices requesting that factories in Jiangsu be suspended for several days.
NXP, Infineon and Changhua Technology, the semiconductor packaging material suppliers of NXP, Infineon, and ASE also announced that they will suspend work from Sunday night to the end of September.
Text: Comprehensive report
Figure: Schematic
