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Hit the 11 billion! Apple accelerates its departure from China and plans to produce a quarter of the iPhone in India.
Dec 13,2023
Apple wants the future.More than 50 million iPhones per year will be produced in India within two to three years, with tens of millions more planned after that.
Apple to increase investment in India capacity
If the plan is realized,India will account for the worldThe 1/4 in iPhone production,And take more share by the end of the century.
Earlier this year In March, Apple CEO Cook held talks with Indian Prime Minister Modi in New Delhi.
Cook said in a tweet after the meeting that Apple is committed to growth and investment across India, and posted a photo of Modi shaking hands.
Modi said they talked about "Technology-driven change in India". The day before the two met, Cook also attended the opening of Apple's first Indian retail store in Mumbai. A second Apple retail store in the capital, New Delhi, also opened later.
Angry smashing11 billion!
Apple's goal of increasing production has also been echoed by Foxconn, its largest product supplier.
Foxconn, a major supplier to Apple, has also stepped up its investment in India,Plan to smash in11 billion yuan to expand production.
it is reported that,Foxconn will be next yearA new factory opened in April in Karnataka, considered India's tech hub,Planned inProduction of 20 million smartphones per year within 2-3 years.
At the same time, Foxconn is also planning another production. The large iPhone factory will have similar capacity to the one in Karnataka, but the plan is still in its early stages.
India's Tata group wants to build a factory in Hosur, in the southern state of Tamil Nadu.It was revealed that within two years the plant could have about 20 assembly lines and employs 50000 workers, with the goal of being operational within 12 to 18 months.
The combined capacity means that Apple's Indian plant will be in place within two years.Producing at least annually. 50 million to 60 million iPhones.
Made in India will rise
It is reported that this yearThe launch of the iPhone 15 is an important milestone for Apple's Make in India program, as it is the first time the latest iPhone has been shipped from Indian and Chinese factories to the world at the same time.
JPMorgan analysts have also said that In 2025, one out of four iPhones will be made in India.
As In 2025, the proportion of Apple products produced outside China will increase to 25%,These products include Mac、iPad、Apple Watch 和 AirPods。At present, the proportion of Apple products produced outside China is only 5%。
Previously, there were people working in the industry in India who analyzed the titanium media,"Make in India" is India's national strategy,Mainly divided into two strategies to implement.
One is a phased manufacturing plan.In the early stage of the mobile phone industry, the Indian government attracted a variety of preferential policies.Millet,OPPO, vivo and other Chinese mobile phone brandsEnter the Indian market.
When the brand enters, India will gradually increase the tariff ratio of mobile phone parts, allowing foreign mobile phone supply chains to gradually migrate to India.So after several years of development, India has a complete mobile phone supply chain.
The other is the industry production incentive program.India is currently interested in includingSemiconductor, new energy vehiclesMore than a dozen industries, including solar photovoltaic modules and white goods, have introduced relevant economic incentive plans.
For example, for the semiconductor industry chain, the Government of India in An incentive plan worth approximately US $10 billion was approved on December 15, 2021 to attract large global semiconductor manufacturers to use India as a production base.
The Government of India has proposed,FightIn Achieve an electronic system design and manufacturing value chain output value (turnover) of US $400 billion by 2025,To make India a global leader in electronics manufacturing services by further increasing the added value of electronics manufacturing.
China remains the largest producer
However, Apple wants to achieve large-scale landing in India capacity, is not a simple thing.Market analysis believes that China will be for a long time. The largest iPhone producer.
Currently, workers in IndiaHourly wages are lower than in ChinaHowever, the supply chain is still in its infancy, which will keep other costs such as transportation of parts at a high level.
At the same time, there will be conflicts between local trade unions and enterprise production.This year In May, the 12-hour workday at Foxconn's Indian factory was canceled after opposition from local labor activists.
According to Apple's official supplier list,Apple Nearly half of the 190 suppliers are Chinese companies,Among the near 160 companies (Chinese and foreign) produce components in China.
Saadanand, Senior Fellow, American Enterprise Institute · Du Mai stated:India still faces several challenges in becoming an international manufacturing hubincluding the government's reform measures have not yet"Obviously" makes it a more attractive investment destination for foreign investors.
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