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Luxshare Precision is a Chinese electronics manufacturer that grew from a connector maker into one of Apple's largest assembly partners — it holds a majority share of global AirPods assembly and also assembles Apple Watch and (more recently) iPhone units.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Sale of products, RMB 275,783,181.93 in H1-2026 (per the related-party note's daily-operations table); listed as an 'other related party' of Luxshare in the same filing's related-party register, exact equity/control link not stated in the note. Ties to Luxshare's automotive-electronics segment (COGS +186.51% YoY in FY2025) rather than to a raw-material flow directly.
Sale of products + service fee, RMB 51,158,154.40 + RMB 1,253,098.40 in H1-2026; parent-group entity of Chery New Energy above (both listed as Luxshare 'other related parties'). No share-of-revenue percentage disclosed for this line, so share_pct omitted rather than estimated.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.