It is reported that Luxshare and Goertek will enter the chip packaging business
2022-03-18
According to a Nikkei report, two important Apple assemblers, Luxshare Precision and Goertek, have begun or are preparing to provide chip packaging services for Apple, people familiar with the matter said. As new manufacturers enter the more technology-intensive chip field, it is conducive to the overall development of the domestic semiconductor industry chain to the upstream of the value chain.
According to people familiar with the matter, Luxshare is providing chip "system-in-package" (SiP) services for Apple's AirPods wireless headphones, integrating chips including processors and memory in one package to achieve a basically complete function. . It is reported that Luxshare has been recruiting engineers with chip packaging technology. Last week, Luxshare's shareholders approved a financing plan of 13.5 billion yuan (about 2.1 billion U.S. dollars), and the company said it would invest 950 million yuan to develop SiP business and packaging business.
At the same time, Goertek is also focusing on the chip assembly business, but due to technical difficulties, it has won far fewer orders in this area than Luxshare Precision. Recently, Goertek recently spun off a chip-related department and plans to go public separately. For Apple, two more chip assemblers in the supply chain also give Apple more bargaining power.
Luxshare and Goertek may not produce the highest quality SiP modules, but the two Chinese manufacturers have an advantage in that they are responsible for the final assembly of the products, allowing them to provide more cost-effective than rivals, the people said. chip packaging solutions, which may help them win more orders in the future.
