BYD Electronic (International) Co Ltd

00285: XHKG (HKG)
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HK$19.25StjKbdxysvh

Assembly and Frames for iPhones Provide Some Competitive Relief for No-Moat BYD Electronic

Business Strategy and Outlook

BYD Electronic, or BYDE, manufactures precision components such as metal and plastic parts primarily for consumer electronics and increasingly in automobile hardware and smart home devices. The company also offers assembly services that synergize with its precision components business and deepen relationships with its cost-conscious customers. Both metal and plastic components and assembly are highly competitive, but focusing on higher-end devices can provide some relief from margin pressure as flagship models require greater manufacturing precision, innovative materials, and specialized equipment.

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