Latest update -
for Apple 17 Foxconn's Zhengzhou facility is running near-max capacity with 200k workers in two-shift rotations.
Key signals from the factory floor: - Recruitment bonuses hitting $1,350 (9,800 RMB) - indicating acute labor shortages during ramp-up - 80-90% production line utilization already achieved.
it shows, Apple still heavily relies on sophisticated Chinese workforce and China's manufacturing ecosystem for high end stuffs.
I'm not sure this is necessarily a good thing. Foxconn factory running hot means that Luxshare is not getting a larger work share.