China's GIS is playing a Key Role in Apple's Mixed Reality Headset
In a new supply chain report this morning we learn that Apple's new Mixed Reality (MR) devices have entered their final sprint. In addition to the previously known Luxshare and Yang Mingguang, China's GIS, a manufacturer known for its touch and display module technology, is now responsible for the lens lamination process that is the closest to the final product stage. It's also the most technically challenging stage of production.
Taiwan's United Daily News further reports that Apple’s first-generation MR Headset has been assembled by Luxshare. The market thought that there would be no members of the Hon Hai Group included in the new product supply chain. However, GIS has been in charge of the iPad lamination business for a long time and has a very high yield rate, so it was awarded by Apple which paves the way for Hon Hai to obtain OEM orders for Apple's second-generation MR headset.
It is also reported that the GIS Chengdu factory had developed a special production line just for attaching Apple MR headset lenses. It is expected that mass production and shipment will begin in the second and third quarters.
Apple's MR headset features makes it quite difficult to fit the lens, which drives the cost up and improves gross profit margin for GIS. Source.
In February Patently Apple posted a report titled "Apple taps Chinese Supplier Luxshare to assist in developing next-gen XR Devices while Foxconn is working on new entry-priced Units."