Apple Kicks Osram off Top 200 Supplier List, Adds Philips Lighting
Apple has dropped Osram Licht from its list of top 200 suppliers and added Royal Philips to its supply chain, ahead of the release of the iPhone 7, reported Bloomberg recently.
The revised catalog of Apple’s top 200 suppliers will boost Philips search for a new buyer for its LED business unit, but is a huge blow to Osram that has invested EUR 1 billion ($1.4 billion) to make LEDs in its new plant in Malaysia. According to an industry source, Osram has started constructions on the Malaysian plant since March 28.
LEDs in smartphone applications, such as the iPhone include flash lights for cameras, and IR proximity sensors that detects the phone’s position against a user’s face. In Apple Watch IR LEDs are also used for photoplethysmograph (PPM) applications, where the lights measure oxygen levels in blood.
Apple does not specify the components each supplier makes, and the article also noted even if a manufacturer is removed from the top 200 list, it might still be a supplier.
Both Osram and Philips declined to comment on the list, according to Bloomberg.
Some Chinese media have reported Lumileds that replaced Osram’s place in Apple’s supply chain, but this could not be confirmed from the Bloomberg report.
LEDinside is uncertain whether Lumileds joined Apple’s top 200 supplier list, or if Apple is collaborating with Philips Lighting on lighting product designed for smart homes, such as its Philips Hue range. The Bloomberg article did not specify.
Nichia retained its top lighting supplier position in Apple’s supply chain, while power management manufacturer Eaton and LCD component supplier Seiko Epson were among the other companies that were removed from the top 200 this year.