China’s air pollution has soared in Zhengzhou, commonly known as the “iPhone City” because it is the assembly business center of Apple’s major iPhone suppliers.
Analysts say that the increase in pollution may be directly related to iPhone 12 production…
Morgan Stanley analysts said on Wednesday that they are tracking air quality reports in Chinese cities that indicate an increase in industrial activity related to iPhone 12 production. Morgan Stanley (Morgan Stanley) analysts believe that in Zhengzhou, China, this is the main production base for Apple’s manufacturing partners. Air quality data shows that production of new iPhone models is increasing.
Morgan Stanley (Morgan Stanley) said that its air quality analysis showed signs of mass production of the iPhone 12 were one month later than historical patterns.
Of course, this coincides with the delayed production plan of the iPhone 12.
“As of October 26, Zhengzhou’s air quality data (also known as the “iPhone City”) showed that the level of industrial production has soared recently, which is about a month later than the historical seasonal level. We think this is the same as the mass production of the iPhone 12. The rise coincides., Morgan Stanley analysts led by Katy Huberty wrote in a report this week.
Morgan Stanley believes that Shenzhen’s industrial production increased in early September, but fell below historical seasonal levels. Analysts found that in Chengdu, industrial activity has been on the rise in recent days. In Chongqing, industrial production has risen sharply in recent days, following the rise and fall in September.
Specifically, the bank said nitrogen dioxide (no2) The level has improved.
“Using air quality data from a non-profit platform that collects and publishes air quality data in China, we track nitrogen dioxide levels (control temperature, humidity, wind, etc.), according to the European Space Agency, this is an analysis The source wrote that in the four Chinese cities where Apple’s manufacturing partners have a large number of manufacturing operations, it is a first-level indicator of industrial activity.
Nitrogen dioxide released into the atmosphere can form acid rain and reduce crop yields. It can also be harmful to health, causing inflammation of the airways and exacerbating asthma.
China relies heavily on fossil fuels to produce energy, resulting in extremely poor air quality in the country’s major industrial centers. Apple is trying to deal with this problem by encouraging Chinese suppliers to switch to renewable energy through an initiative called the “China Clean Energy Fund.” This provides financial help and also helps meet regulatory requirements.
iPhone assemblers Foxconn, Wistron and Pegatron have all signed contracts with A-series chip maker Taiwan Semiconductor Manufacturing Company (TSMC), but the project may take several years to fully take effect.
Photo: Ella Ivanescu (Unla Splash)
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