Ningbo Nbu Ad Design Co., Ltd.

Ningbo Nbu Ad Design Co., Ltd.

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  • SuMPO/EcoPro 2022 Booth Exhibit Information "Carbon Footprint is the Common Language in the Carbon-Neutral Era"
    Sustainable Management Promotion Organization (Chiyoda-ku, Tokyo, Chairman: Hideki Ishida, hereinafter referred to as [SuMPO"), Nikkei Inc. (Headquarters: Chiyoda-ku, Tokyo, President: Tsuyoshi Hasebe) We will hold [EcoPro 2022-Facing Environmental Issues and SDGs for a Sustainable Society-" (at Tokyo Big Sight) for three days from December 7th (Wednesday) to 9th (Friday). During the same period, SuMPO will be exhibiting at the Tokyo Big Sight East Hall 6 (6-066) with the theme of "Carbon Footprint is the Common Language of the Carbon Neutral Era".

    2022 12/13

  • The driving force behind the development of screw machines, automation industries and enterprises
    What is the driving force behind the automatic locking screw machine business development? Whether in any industry, innovation is the fundamental source of the core competitiveness of enterprises and the development of business if stuck in the past achievements, the lack of product technology and management system of scientific innovation, never stagnant. Today, the market competition is very fierce automation equipment, many manufacturers in order to win customers, the focus was on price, even the price war in order to win, at no bottom line to reduce production costs, this marketing tool will be social Amoy state, even if sometimes frustrated, but certainly not long-term cooperation, or even bring unnecessary economic losses and reputation on for the future. So I have been advocating the Secretary to the technical aspects to enhance innovation, I believe that the only way the products will occupy more market longer. Moreover, for a relatively high-tech automatic locking screw machine in terms of R & D and technical personnel is the competitiveness of enterprises, quality management is the fundamental source of the enterprise. Creativity For businesses, not only depends on the creativity of the individual or the leader, but the formation of a corporate culture, sustainable development and management of this order, of course, require innovation, but the social need for companies concerned about the development of new technologies automatic locking screw machine actively apply new technologies, it is business leaders to accept the concept of innovation performance, but also closely follow the market development of enterprises, an important means of maintaining market share.

    2022 12/13

  • 2022 automatic screw machine industry market suppliers panoramic Market Research Reports
    1 overview of automatic screw machine industry at home and abroad 1.1 Automatic Screw Machine Industry Definition and Introduction 1.1.1 definition, the basic concepts 1.1.2 Main purpose 2 China automatic screw machine industry development overview 2.1 History and Development of China's automatic screw machine industry Problems in the development of automatic screw machine industry 2.2 China 2.3 China automatic screw machine industry in which the life cycle 3 Chinese market environment for the development of automatic screw machine industry analysis 3.1 Policy Environment (macro, industry, region) 3.2 Economic Environment 3.2.1 domestic economic environment 3.2.2 International trade environment 3.3 Social Environment 3.4 Technical Environment (automatic screw machine industry technology status process) 4 Automatic Screw Machine industry chain analysis 4.1 Automatic Screw Machine industry chain model outlined 4.2 Overview of the upstream industry 4.3 Overview of downstream users 5 Supply and Demand Analysis: Domestic market demand 5.1 the scale of demand 5.1.1 Automatic Screw Machine Products downstream analysis of various application areas 2009-2017 5.1.2 China's market demand for automatic screw machine products size and growth rate Factors Chinese market demand for automatic screw machine size 5.1.3 Influence Demand trends in various application areas 5.1.4 Automatic Screw Machine Products downstream Chinese demand automatic screw machine products in the size and growth forecast 5.2 Overview of the regional market demand 6 Automatic Screw Machine Supply and Demand Analysis: domestic production status (including foreign-invested enterprises in China) 6.1 Production Scale 6.1.1 2009-2017 China automatic screw machines yield and growth 6.1.2 industry production capacity and operating conditions 6.1.3 Industry Investment heat and intends to build the project 6.1.4 2018-2022 automatic screw machine production in China and the growth forecast 6.2 Regional Production 6.2.1 Automatic Screw Machine regional distribution companies 6.2.2 Industry Cluster Status 7 Driving factors influence the development of seven automatic screw machine industry analysis

    2022 12/13

  • 2022 Macao International Environmental Co-operation Forum & Exhibition" Comes to Successful Conclusion
    MACAU, December 11 - The [2022 Macao International Environmental Co-operation Forum & Exhibition" (2022MIECF), hosted by the Government of the Macao Special Administrative Region, successfully concluded today (11 December). Five themed business matching sessions have been held in the Green Matching Area, including over 250 online and on-site matchings and meetings. During the three-day event, a total of 25 project protocols have been signed. The special supporting organisations of the 2022MIECF included the National Development and Reform Commission of the People`s Republic of China, the Ministry of Science and Technology of the People`s Republic of China, the Ministry of Industry and Information Technology of the People`s Republic of China, and the Ministry of Ecology and Environment of the People`s Republic of China. It was co-organised by the provincial and regional governments in the Pan-Pearl River Delta Region and co-ordinated by the Macao Trade and Investment Promotion Institute and the Environmental Protection Bureau. The theme of the MIECF this year is [Commitment to Green Development, Moving Towards the Dual Carbon Goals". The 2022MIECF is the first professional exhibition for achieving [carbon neutrality" in Macao. Gathering over 40 speakers in Green Forum Chairperson and President of Gree Electric Appliances, Inc. of Zhuhai and the United Nations [Messenger of Sustainable Urban Development" Dong Mingzhu was invited to deliver a keynote speech on [Focusing on Green Development and Achieving Dual Carbon Goals with the Help of Technologies" at the opening ceremony. The 2022MIECF also set up the Green Forum and the Green Showcase. In the Green Forum, close to 40 experts, scholars, leaders in the environmental protection-related industries, and company executives from Mainland China, Hong Kong, and Macao were invited to share their experience in green topics including [carbon neutrality", [green mobility", [The `14th Five-Year` Environmental Plan", [energy transition", and [green finance" and discuss the future of green development. Over 400 companies participating in Green Showcase Taking up a total area of 13,000 square metres, the Green Showcase has attracted over 260 on-site and more than 400 online exhibitors from Mainland China, Brazil, Guinea Bissau, Portugal, Spain, Hong Kong, and Macao. The exhibition involved a wide range of areas, including green mobility, carbon calculation, carbon markets, green finance, innovative green technologies, new materials, resource reuse, and integrated solutions. In line with a series of plastic reduction policies rolled out by the Macao SAR Government, including the law [Restrictions on the Provision of Plastic Bags" and the ban on disposable styrofoam tableware and non-biodegradable, disposable plastic straws and stir sticks as well as knives, forks, and spoons of the kind, the [Eco-Friendly Tableware Zone" was set up this year to display various eco-friendly tableware to provide relevant information and purchase opportunities. There was also a [Green Mobility Zone" in this year`s MIECF to showcase a number of electric vehicles and electric motorcycles (from over 30 brands), along with associated equipment and technologies, such as charging or battery swapping. Some of the brands released their new products during the event. Test drive of electric motorcycles was also introduced to enable the visitors and the general public to have a clearer understanding of electric vehicles and better align themselves with green mobility and [dual carbon" policies. The Macao SAR Government has been pro-actively promoting electric vehicles in recent years and improving the charging facilities in recent years. Its efforts include phasing in charging stations in public spaces and implementing the [Plan for Granting Financial Support for the Scrapping of Obsolete Motorcycles and Their Replacement by New Electric Motorcycles" to incentivise vehicle owners to scrap their obsolete electric motorcycles with high pollution and opt for new electric motorcycles and to advance the introduction of more brands and models of electric motorcycles. The last day of the event was the [Green Public Day", which attracted a great number of residents to take part in a variety of family activities and performances, engaging the public in green innovations and thus raising their awareness of environmental protection. It was well-received by the participants. Helping traders take their first step in green business opportunities According to traders, this combination of the exhibition and forum covered a wide range of topics, which contributed greatly to the popularity of the event. At the same time, the 2022MIECF also focused on [the dual carbon" goals, a current trending topic, by providing a consultation service on [carbon neutrality" and introducing a remote exhibiting service to showcase eco-friendly products from all over the world. These arrangements offered a window for companies to grasp the latest developments in environmental protection and therefore explore potential opportunities in a better-targeted way. Some of the participants had initial intention to co-operate with the exhibitors during the event, which was conducive to enterprises` green transformation. Traders who test-drove the electric motorcycles also acknowledged that it enriched their experience during the event by allowing them to experience the [power" of alternative fuel vehicles firsthand. Joining hands with other events in Macao to leverage [MICE + Tourism" synergy To further tap into the synergy of [MICE + Tourism", the 2022MIECF has encouraged traders to explore the stores scattered through communities. Together with other concurrent events in Macao, they were able to experience the culture and tourism in Macao, reinvigorate the community economy, and benefit the growth of different industries.

    2022 12/12

  • Analysis and detection methods screw machines and automatic locking screw machine
    Feed screw machines in different ways to select a different detection methods A screw mechanical equipment can operate normally, are relying on electronic yuan each part constituting parts, and screw machine will float teeth, missing locks, sliding teeth and other unusual problems, which appeared card stock, the impact of their work, To avoid these issues, electronic components would need to use a good quality, but also must ensure that its parts should be used in part for the environment, we know that the use of automated equipment components are relatively close, so a device length time is a prerequisite for stable operation is to ensure that its various components to work properly. so what kind of work it takes environment? General voltage air compressor be configured by the customer, the air compressor has 220V and 380V, the mere talk automatic locking screw machine supply voltage is 220V, including handheld screw machines, multi-axis automatic screw machines, XY automatic screw machines, which handheld operating voltage screw electromechanical components is granted internal supply voltage of 220V is converted to 36V. automatic locking screw machine operating voltage of the internal components of the supply voltage of 220V is converted to 24V. Usually factory configured voltage of 220V to automatic locking screw machine belongs automation equipment, rather than the special equipment, the working temperature and other mechanical similarity, generally can be -20 ℃ to 40 ℃ temperature is too low will affect the normal operation of some components, research and development of new road signs automatic screw machine screw can be used normally in most parts of the country, such as customer no special requirements, we configure automatic screw machines for customers operating temperature of -20 ℃ to 40 ℃. for screw machine standard series is concerned, thanks pipeline, in order to avoid the process of screw conveyor flip, generally require screws aspect ratio ≥1.3, the screw is not within this range should contact technical personnel to confirm the program. Automatic screwing machine automation, intelligent, can help the majority of small and medium enterprises, to solve recruitment difficulties, employee strikes, poor quality and other issues, mechanization, it is simple, easy to learn how to operate employees. Different feeding methods, detection function is also very different, screw machines, there are three kinds of feeding methods, rotary, swing lift type and direct lift type, choose these methods are mainly based on the feed screw to a given situation, take If the screw for handheld such as M1 smaller, we would recommend using a rotary dial feed, rather screw slightly pendulum move generally recommended type. but their workflow is the same, that is able to detect adverse screws, and will be screened and organize their arrangement, usually encountered fewer adverse screws, so it's main task is to screw neatly arranged it with the precision of the product concerned, only the quantity of processed products achieve the required system standards, and in order to achieve the detection arrangement features automatic screw machine voltage air compressors generally be configured by the customer, the air compressor has 220V and 380V, the mere talk automatic locking screw machine supply voltage is 220V.

    2022 12/12

  • China has become the world's leading suppliers of power tools
    With modern scientific and technological achievements in the industry continue to apply, metal industry, power tools and more intense competition. To gain a firm foothold in the field of power tools, we must fully understand the developments in the market. Global sales of power tools in the process, mostly from China's production and exports, China has become the world's leading suppliers of power tools. But at the same industry in the development of power tools, power tools due to various quality problems caused harm to consumers have also occurred, the world market for power tools on their requirements are becoming increasingly stringent. EU for the hardware power tools to develop a special 60745-1 standard, which aims to establish a standardized hardware power tools to enter the European market for electric tools product specifications. Looking at the status of the domestic power tool industry, the production of consumer-grade power tools products business accounted for the vast majority, can form a portfolio of professional-grade products factory is extremely scarce, industry concentration is low, the lack of a leader. From the development trend among domestic brands will experience the industry reshuffle, eventually forming the minority leader to guide and regulate the orderly market; between domestic and foreign brands, will also be reassigned market share of domestic brands continue to replace foreign brand. In order to consolidate the market has been occupied, and further develop and exploit new markets, companies must be fully aware that only through their own change of power tools, the use of technology to enhance the development of information technology, power tools industry, and gradually occupied the capital markets arena, promoting reorganization of resources and patterns of Chinese electric tools industry restructuring.

    2022 12/11

  • Automatic locking screw machine instead of manual operation is the development trend
    I went to several manufacturers factory visits, looking ahead can not see what people are all machines, sigh, and now the humans are getting smarter, more expensive labor, automation products that they replace labor, reduce unnecessary costs and improve ROI. Automatic locking screw machine automation products, a typical representative. We think about it, the screws are commonly seen in our daily stuff, the phone inside the computer inside, bicycles cars and so have, imagine if these screws to lock it dolphin How much manpower Yeah, so automatic locking screw machine instead of manual operation on transport and birth.

    2022 12/10

  • China's electric tools business development opportunities welcome good
    China is now the world's largest producer and exporter of power tools, power tools industry in 2013 revenue of about 60 billion yuan, of which more than 60% is exported. 2007 China's electric tool industry boom higher overall exports amounted to 192 million units, while the global financial crisis in 2008, the export volume dropped to 160 million units minimum; but in 2013 the whole export volume reached 201 million units (up 5.24%), exports amounted to $ 6.207 billion (an increase of 9.24%), a record high. Especially in the fourth quarter of 2013, electrician tools to enhance export growth is more obvious: power tools for 13 years in the fourth quarter growth rate reached 18.52 percent overall exports, electric tool parts exports growth rate of 103.94 percent, quarter by quarter improvement trend more obvious. We expect that with the end of the further recovery of overseas economies, as well as unilateral RMB appreciation trend of the past 14 years the industry's export growth will be better than 13 years. As far as we communicate with people in the industry point of view, but also to verify the above conclusion.

    2022 12/09

  • China's home appliance industry overall promotion of
    Automatic locking screw machine, also known as automatic screw locking, automatic screw lock pay machines, industrial tightening system, is replaced by an automated mechanism to complete screw manpower to take, put, screwed tight automation devices, a little change can also be used for column Zhuang automated assembly of small parts, has been widely used in foreign countries, many domestic enterprises currently very broad application prospects, mainly used in the production of auto parts, computers, displays, motors, lamps, cell phones, printers, circuit boards, batteries, instruments, such as the automatic assembly, can greatly improve production efficiency, reduce production costs and improve reliability. Automatic locking screw machine application features: Divided into handheld and multi-axis configuration is done automatically by the system screw feeding, pneumatic or electric screwdriver to tighten the screws in place to complete the extensive application, the application has the following features: 1. Efficient batch job; 2. High reliability and stability; 3. Intelligent ---- continuous feed, constant torque, optionally provide counting function, leak-proof screw slip teeth and play functionality floating lock detection.; Define automatic locking screw machine Automatic locking screw machine, also known as automatic locking screw machine, automatic screw machine screw, automatic screw machines, automatic screw machine, automatic screw fastening systems. Improve efficiency and productivity, improve employee job the best choice for strength - automatic locking screw machine. Screw conveyor, locking in one go, then do not take the screws a hand. Greatly improving production efficiency, save labor, how fast you want to play there fast. After each one screw, the machine will automatically transported to grant the mouth, eliminating the screws by hand. As long as directly at the screw holes on it, touch the screws on the lock, and convenient. Want to play fast there fast. Greatly improved work efficiency, saving labor resources. The aircraft appearance, novel design, compact and lightweight, can be put on stage, without any noise. Mainly for electronics, plastics, toys, electronics and other industries in the assembly process. Automatic locking screw machine components: Automatic locking screw machine is mainly composed of two parts: automatic feed mechanism and the automatic locking mechanism to pay (and automatic feeder and automatic locking screwdriver). Automatic locking screw machine to send lock step: Step one, manually screw into the cartridge slot of the feeding mechanism; Step two, by ordering the screw feed mechanism and assign screws through the distributor pipe screws to electric or pneumatic screwdriver; Step three, by electric or pneumatic screwdriver into the screw lock products in the lock pay system. Automatic locking screw machine advantages: A handheld automatic locking screw machine Relative to a holding screw, locking screw action in one hand and an electric screwdriver or gas batch, automatic locking screw machine can liberate a hand out, just a hand screwdriver to align the screw holes lift lock screw. When the lock screw is also just finished a lift after screwdriver screw holes aligned with the next lock screw, the machine will automatically lift the screwdriver at the moment will be transported to a screw driver, waiting for the next grain lock screw, so repeat. 1, handheld automatic locking screw machine, screw conveyor, lock pay at one go, then do not take the screws a hand. Hit the screw speed 40-60PCS / MIN, greatly improving production efficiency, save labor, how fast you can play there fast! 2, each kick a screw feed mechanism will automatically be granted the screws to the mouth, eliminating the need for hand grab screws, moving, alignment of action. 3, as long as directly at the screw holes, push the button to lock the screws, no repeat feeding phenomenon, lock one to one, and convenient. 4, can be equipped with your company and wind power granted the original batch, without prior purchase of a new electric screwdriver, air screwdriver, torque adjustment with your company adjusted the same way as the original, save the purchase cost! 5, an electric screwdriver sets fairly lightweight, do not worry too much because of the head to increase worker fatigue! 6, can be stand-alone operation, can also be configured as line. Unloading form. Rapidly enhance the quality locking screws, greatly improved production efficiency. 7, handheld lock screw machine automatic assembly lines for the electronics industry, such as mobile phones, hard drives, keyboards computer DVD home fans electronics, plastics, toys, electrical appliances, communications equipment, electrical toys, electronic processing assembly. Second, the automatic locking screw machine In the hand-held automatic locking screw machine automatic feeding basis, they added a robotic arm or lines, tables, automatic control positioning and other functions, is sent to the TOP lock screw machine products. No one can monitor the implementation of the requirements according to the customer's site, which saves labor costs and improve the efficiency of production and assembly. 1 can be designed for horizontal, diagonal and multiple directions simultaneously sent to the lock mechanism to meet the needs of a variety of production; 2 Intelligent ---- continuous feed, constant torque, optionally provide counting function, leak-proof screw slip teeth and play functionality floating lock detection.; 3 two-position automatic connection, can be automated assembly line design, without manual transfer of the workpiece, the workpiece in place automatically, automatic tighten the screws, automatically enter the next process; 4 based on customer product features, design special models.

    2022 12/08

  • The basic product issues must be understood automatic locking screw machine, screw machine
    Solve the problem of automatic locking screw machine products In July, when I came several important customers, but our engineers do not just come in that day, because the company has recently been busy with staff are cloned, I received under them. Due to recent company busy, engineers, sales staff are scheduled to go to the client company, some customers try to send the prototype, some customers use to investigate the case, some to the customer site to resolve problems. I have received a customer, so the company assemblers will start the machine, so that customers understand is how the automatic locking screw machine operation, and I simply advantages to customers about its function, and also answer customer questions as far as possible, the problem is as follows , what was I talking about the issue in detail with the client, I want to write it down and publish this article on seeing friends can better understand our products, but also for us to further lock screw machine industry has a certain understanding. 1. Automatic locking screw function to store many kinds of data? Answer: 100 kinds, because we do is universal models, under certain conditions, the machine can be shared, different products just set up procedures done before re-use products, the program can tune out! 2. Lock pay rate reached number one? Answer: 1.3 seconds to 1.5 seconds, the same kinds of models, the efficiency of the industry-leading lock pay. 3. Electric Pipi mouth is customized it? A: We are customized according to the customer screws. 4. If I have a product has eight screws, lock the four, fifth teeth slip teeth, the machine is to continue to play or need to take out the screws? A: If it is slippery tooth it will continue to kick eight screws, but after that kick, will show NG, automatic screw machine screw itself on with detection, so it has been prompt. 5. card feed rate can reach much? A: The card material rates are per customer relations, and today our customers and I say we have a peer in the client that the test machine card feed rate of 1%, hit 100 screws must card again, this is certainly not our company card feed rate of one thousand two-thirds or so, that there are two locking screws 1000 times get stuck, of course, card stock and screws also have a great relationship, I advise clients to use the automatic locking screw machine screws require suppliers to ensure the best quality screws. 6.PLC with what brand? A: If the customer does not specify the requirements of what brand, in general we will use Panasonic, Mitsubishi or other import brands. 7. The need to re-customize the phone's product jig it? A: No, the phone I was the Secretary General of the jig jig, different phone sizes can be shared 8. Replace the product debug time about how long? A: 15-30 minutes, or tune out the procedures set by the touch screen debugging. 9. The suction will not blow stability? A: No, the opposite is more stable suction, suction feeder with screw feeding, dolphin screw lock to take over the position after aligning pay, in more stable performance 10. brass screws can be a single head dual automatic locking screw machine this machine twist it? A: Yes, in fact, like copper and iron screws, the screws can be used for small touch on the suction or vacuum material way. These are today's customers to consult me 10 questions, and I believe that many customers will have this fundamental 10:00 doubt, so I put it listed here for your reference, if any additional questions, please call 008617348556832, my company as far as possible to give you a satisfactory answer! Basically the customer is satisfied. I hope the above basic questions can help our friends old and new customers.

    2022 12/07

  • Foxconn sinks $500m into India for iPhones, semiconductors
    Electronics manufacturing giant Hon Hai Precision Industry Co., Ltd – better known as Foxconn – will invest $500 million in India to expand its manufacturing presence on the subcontinent – including a venture to make semiconductors. According to a Thursday stock exchange filing, the funds come from Foxconn's Singapore subsidiary, for the purpose of a "long term investment." India has become increasingly important to Foxconn as the iPhone assembler diversifies it operations. As China battles production delays complicated by COVID-related lockdowns, analysts have predicted that as much as a quarter of hardware production will head outside of China by 2025. Foxconn said last month it would quadruple the workforce at its existing iPhone factories in India over the next two years. The company's expansion plans are in line with India's goal to increase local electronics production 400 percent by 2026. The country has also created a $10 billion subsidy scheme to lure semiconductor manufacturers. Top chipmakers ignore India's semiconductor factory subsidies Foxconn factory chaos means more iPhone delays over the holiday period Foxconn takes Delhi's cash, commits to India chip plant Race to build India`s first chip plant may be won in 2023 India-based multinational mining company Vedanta has teamed with Foxconn to build a semiconductor manufacturing facility under the $10 billion scheme. On Wednesday, India's Ministry of Electronics and IT revealed the cost of that commitment. Foxconn and Vedanta will receive a 40 percent capital subsidy, power at the bargain rate of two rupees per unit for ten years, plus an exemption from electricity duty. The pair will also receive 50 percent of the cost to build a desalination plant, plus subsidised access to water. The first 200 acres of land the companies buy will be subsidized by 75 percent. Any more land the pair acquire will see India's government stump up half the cost. But wait: there's more. India will also reimburse stamp duty and registration fees for land lease, purchase or sale. Delhi's generosity toward those building semiconductor facilities appears to have tempted other adjacent tech businesses. The chair of giant industrial conglomerate Tata, Natarajan Chandrasekaran, told Nikkei Asia on Thursday that it will begin producing semiconductors. "We have created Tata Electronics, under which we are going to set up a semiconductor assembly testing business," said Chandrasekaran. The chairman said the company was having discussions with "multiple players," suggesting it would take on partners in the endeavor, and that it would "look into the possibility of eventually launching an upstream chip fabrication platform." ®

    2022 12/05

  • Apple iPhone Sales Forecasts Keep Sliding as Foxconn Production Remains Muted
    Slowly but surely, Wall Street is tamping down expectations for Apple AAPL +1.64% `s December quarter iPhone sales. Investors are grappling with just how low the bottom is, whether sales are being lost or simply delayed-and how much the global macroeconomic downturn will affect demand. Monday brought the latest flurry of commentary from the Street on the December outlook, with estimates for iPhone 14 Pro and Pro Max models continuing to fall in the face of ongoing Covid-related production issues at the Foxconn assembly plant in Zhengzhou, China. Apple (ticker: AAPL) warned last month that Covid-related restrictions in China were impairing operations in Zhengzhou. Street estimates for December quarter iPhone shipments have been sliding from the 90 million range to between 70 and 80 million, or in some cases even lower. Street consensus as tracked by FactSet sits at 81 million units, with iPhone sales of $70.5 billion, which would be about 1.5% lower than a year ago. Both figures seem stale-and too high. On Monday, Oppenheimer analyst Martin Yang reduced his forecast for the quarter to 76 million iPhones, down from a previous estimate of 82.5 million. In connection with that call, he trimmed his EPS forecast for the September 2023 fiscal year to $6.12 a share, down from $6.46 and below the consensus as tracked by FactSet at $6.21 a share. He writes that his revised model assumes that five million iPhone unit sales are lost in the near-term, given unmet holiday demand. Yang keeps his Outperform rating, but reduced his target on Apple shares to $170 from $190. Barclays analyst Tim Long points out in a new research note that Apple`s China-based suppliers saw November revenue-they all report monthly-19% below seasonal trends, due to both the Covid-related issues in Zhengzhou, but also signs of [waning demand." Long thinks the Street estimates for both units and Apple revenue for the December quarter remain too high. Long says that the utilization rate in Zhengzhou reached 30% last week, up from 20% at the end of November. He estimates that utilization at the plant could reach 50% by late December, but that operations aren`t likely to return to normal levels before late January at the earliest. He adds that there is [uncertainty" around the shift of production to other China-based contract manufacturers such as Pegatron and Luxshare, neither of which has any experience with Pro model iPhones. He thinks qualification will take one to two quarters. Long says that Foxconn utilization isn`t ramping back up at the rate the Street had hoped, and he notes that he`s seeing signs of [lackluster" sell-through data in China, with year-over-year declines in the 20% to 50% range lately.

    2022 12/04

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