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CHINA INDUSTRY ATLAS深度 · Supply chains
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Supply-chain deep-dive · consumer electronics

The smartphone供应链 · from mine to hand

A phone looks like one object from one brand. It is really an assembly of materials and parts from six continents that funnel through a handful of chokepoints — and converge, overwhelmingly, on China — before fanning back out to you. Here is one representative phone, traced from the ground to your hand on a single map.

6
continents in one device
~90%
of iPhones assembled in China
1 island
makes the chip — Taiwan
The convergence: raw earth → chokepoints → assembly → the worlddrag to pan
Final assembly (Zhengzhou) Source / component flows in ships out
01

A phone is a planet

Pick up a smartphone. It feels like a single thing, made by a single company. In fact it is the meeting-point of materials dug out of the ground on one continent, refined on another, turned into precision parts in three or four countries that each hold a near-monopoly on their step, and finally screwed together somewhere else — overwhelmingly in China, where roughly nine in ten iPhones are assembled. This page follows one representative phone along that whole line, from the mine to your hand.

02

Out of the ground

It begins as rock. The battery needs lithium — most of it mined in Australia — and cobalt, about three-quarters of which comes from the Democratic Republic of the Congo. The speakers and the little vibration motor need rare-earth magnets, mostly mined and refined in China. Add tin and tantalum (much of it from Central Africa), gold, copper, and the silicon that starts as ordinary sand. And here is the hidden chokepoint: even the minerals dug up elsewhere are mostly refined in China — around seventy percent of the world's refined lithium, and most of its cobalt — so the chain already bends toward China before a single part exists.

03

The chokepoints that make the parts

The valuable parts each come from a place that is almost impossible to replace. The processor is designed in California but fabricated by TSMC in Taiwan — and its most advanced chips, by law and by capability, can be made nowhere else on Earth. The memory and the OLED screen come from South Korea (Samsung, SK Hynix, LG). The camera sensor comes from Japan (Sony). The cover glass comes from Corning, in the United States. Four countries, four irreplaceable specialisms — knock any one out and the phone stops.

The most valuable part — the chip — comes from one island, and by law can be made nowhere else.
04

Where it all comes together

The battery cells and packs are built in China — much of it around Huizhou and the Pearl River Delta. And then everything converges: the Taiwanese chip, the Korean screen, the Japanese camera, the American glass, the Chinese battery and a thousand smaller delta-made parts all arrive at final assembly — the majority at Foxconn's Zhengzhou "iPhone City," where the device is screwed together, tested unit by unit, and boxed. Three or four continents of work meet on one assembly line.

05

Back out to the world — and why it matters

The finished phones leave the way they were never made — as a single branded object — and are flown out (famously air-freighted straight from Zhengzhou's airport) to the United States, Europe and beyond, often landing not far from where some of their minerals were first dug. Look at the map and the point is plain: every stage is a chokepoint someone could squeeze — Taiwan's chips, China's refining and assembly, Korea's memory — which is exactly why "de-risking," tariffs and reshoring fill the headlines. This is the line that runs beneath every electronics pin in the atlas: Huaqiangbei, Huizhou, Zhengzhou and Foxconn are all stations on it.

Sources (2024-2026): IEA Global Critical Minerals Outlook 2025, USGS / Our World in Data, AppleInsider, Android Authority, company supplier lists, plus trade sources. This is a representative spine, not a full bill of materials — a phone has thousands of parts; figures (e.g. ~76% DRC cobalt, ~70% China-refined lithium, ~90% China assembly, TSMC's advanced-chip role) are the commonly cited ones, treated here as orders of magnitude. First in the atlas's supply-chain series.