Confirmations are comingchangeover between Pegatron and Luxshare which TF Securities analyst Ming-Chi Kuo first spoke about in late February. A completely similar voice is now reported by the DigiTimes, a sign that the rumor could be more than just an indiscretion. Pegatron should have been the only partner for the creation of Apple’s AR / VR viewer, however also according to the Asian newspaper the operations would have been entrusted to the Chinese partner Luxshare since last month.
Pegatron, who allegedly established the manufacturing process for Apple’s headset, may not be affected by the renunciation of the contract: the profit margins when working with Apple would be narrow, and since a relatively low number of units is expected for the first generation of the viewer, it cannot even “play” on the numbers to make the deal profitable. Rumor has it that Luxshare may even be working at a losstrusting, however, that getting “in the loop” of Apple’s partners can lead to future earnings.
If Luxshare were actually Apple’s only industrial partner for its headset, it would be there first time a Chinese company ended up being solely responsible of manufacturing and assembling an unreleased Apple device. So far, for its new products, Apple has entrusted development and production to the big names in Taiwan (see Pegatron), to then gradually pass part of the orders to Chinese companies. Luxshare already produces the AirPods and several models of iPhone and Apple Watch, in the future it could make part of the iPhone 15 Pro Max and some of the upcoming MacBooks.
