Apple begins exporting India-made iPhones to European markets • Hacker News Board

Re: Apple begins exporting India-made iPhones to European markets

#21

Post by formercoder » Fri, Jul 12, 2019, 12:42 AM UTC

londons_explore wrote: post #14

mikepurvis wrote: post #9

Earlier quoted context omitted.

I feel like getting to 30% of the value would be a stretch if the ICs, PCB assembly, and possibly screen are coming from China and Taiwan/TSMC. Like, the case and battery are worth something, but not tons.

It's pretty easy to value custom built components whatever you like. They are either very cheap components, but you paid a massive r&d grant to have them designed for you, or they are very expensive components but you paid no r&d costs. Choose whatever suits to best avoid taxes, quotas, fees, and regulations...

The magic of GAAP

Re: Apple begins exporting India-made iPhones to European markets

#22

Post by mc32 » Fri, Jul 12, 2019, 12:42 AM UTC

jorblumesea wrote: post #10

Is there any concern that the PRC issues are just a symptom of a developing nation bootstrapping? What are the chances that India does the same? Obviously China has some specific cultural issues but it might be hard for developing nations to resist the temptation to steal Western tech.

There are two main issues with IP and China. One is outright theft (the old fashioned way), Two is forcing local ownership and IP sharing. It's the latter that's most problematic for foreign businesses mfg in China. India AFAIK, unlike China and Russia, doesn't contractually force foreign concerns to hand over IP.

Re: Apple begins exporting India-made iPhones to European markets

#23

Post by toast0 » Fri, Jul 12, 2019, 12:43 AM UTC

hourislate wrote: post #20

Hope it works out for them. It was a disaster for NOKIA. https://www.businesstoday.in/magazine/features/nokia-chennai...

I don't think Nokia's many problems were connected to manufacturing phones in any particular place, or connected to them manufacturing phones in many places.

Re: Apple begins exporting India-made iPhones to European markets

#24

Post by dirtyid » Fri, Jul 12, 2019, 12:49 AM UTC

etaioinshrdlu wrote: post #3

It would be Courageous to move all production out of the PRC, or any other totalitarian state. Interesting to note the article mentions iPhone 6, 6s and 7. I wouldn't have guessed these were still in production!

>move all production out of the PRC

...

>Interesting to note the article mentions iPhone 6, 6s and 7

This is pretty much why Apple or other OEMs can't move all production out of PRC. Mainland supply chain and expertise is critical to rapidly refining and launching new products. Once manufacturing matures, the process can be exported to other countries. Apart from Indian, I don't think any other country can replicate Chinese scale and specific expertise, the latter being particularly limiting due to demographics. Both would take generations to develop.

Re: Apple begins exporting India-made iPhones to European markets

#25

Post by rorykoehler » Fri, Jul 12, 2019, 12:58 AM UTC

I have mixed feelings about the move of manufacturing to India. Whilst I would like Indians to be economically successful I can't ignore the ecological disaster that is happening in their country. It is absolutely terrifying. The air in Mumbai was unbreathable when I visited and it wasn't even ranking remotely near the top in the most polluted city air in India at the time (Delhi's was 3x as bad). Adding to this the much publicised water shortages, growing population putting strain on the already way over-burdened infrastructure, accelerating pace of urban development and a healthy democratic culture which doesn't instil confidence of them being able to quickly rectify these problems once Chinese style growth has been achieved I can only predict a disaster of biblical proportions for India in the not too distant future. I hope I'm wrong but I fear I'm not.

Re: Apple begins exporting India-made iPhones to European markets

#26

Post by tooltalk » Fri, Jul 12, 2019, 1:06 AM UTC

etaioinshrdlu wrote: post #3

It would be Courageous to move all production out of the PRC, or any other totalitarian state. Interesting to note the article mentions iPhone 6, 6s and 7. I wouldn't have guessed these were still in production!

Yep, they are still some of the most popular selling smartphones in many markets (at least according to DeviceAtlas):

https://deviceatlas.com/blog/most-popular-smartphones

Re: Apple begins exporting India-made iPhones to European markets

#27

Post by [deleted] » Fri, Jul 12, 2019, 1:11 AM UTC

rorykoehler wrote: post #25

I have mixed feelings about the move of manufacturing to India. Whilst I would like Indians to be economically successful I can't ignore the ecological disaster that is happening in their country. It is absolutely terrifying. The air in Mumbai was unbreathable when I visited and it wasn't even ranking remotely near the top in the most polluted city air in India at the time (Delhi's was 3x as bad). Adding to this the…

[deleted]

Re: Apple begins exporting India-made iPhones to European markets

#28

Post by lovemenot » Fri, Jul 12, 2019, 1:20 AM UTC

fmajid wrote: post #19

It’s a bit strange: the EU has not levied tariffs on China, so it would make more sense to ship Indian iPhones to the US in partial replacement of Chinese ones and send the Chinese ones to Europe instead.

It would be strange indeed if US Govt and Apple were the same entity.

If USG wants more of these non-China phones in US markets, what concessions will Apple get in return?

Re: Apple begins exporting India-made iPhones to European markets

#29

Post by desi_ninja » Fri, Jul 12, 2019, 1:30 AM UTC

rorykoehler wrote: post #25

I have mixed feelings about the move of manufacturing to India. Whilst I would like Indians to be economically successful I can't ignore the ecological disaster that is happening in their country. It is absolutely terrifying. The air in Mumbai was unbreathable when I visited and it wasn't even ranking remotely near the top in the most polluted city air in India at the time (Delhi's was 3x as bad). Adding to this the…

you need a lot of money to fix these problems. successful manufacturing hub will bring that money. This is a pattern. Indian booming tech sector led to a lot of improvements

Re: Apple begins exporting India-made iPhones to European markets

#30

Post by pushtheenvelope » Fri, Jul 12, 2019, 1:36 AM UTC

rorykoehler wrote: post #25

I have mixed feelings about the move of manufacturing to India. Whilst I would like Indians to be economically successful I can't ignore the ecological disaster that is happening in their country. It is absolutely terrifying. The air in Mumbai was unbreathable when I visited and it wasn't even ranking remotely near the top in the most polluted city air in India at the time (Delhi's was 3x as bad). Adding to this the…

Your comment is rather patronising.

Every year that goes by where India doesn't raise its standard of living, results in millions of stunted childhoods and lives. India needs all the manufacturing growth it can get.

The equivalent to your comment would be Indians on this forum leaving gratuitious remarks about the West ruining the planet with its excessively polluting ways. Just because you cannot see it around you, doesn't mean its not happening.