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Apple to move 40-45% iPhone production to India

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31–40 of 358 posts

Re: Apple to move 40-45% iPhone production to India

#31

India has had its share of strikes and protests over working conditions at Apple's Taiwanese suppliers: https://www.reuters.com/world/india/food-poisoning-foxconns-... Dozens released after protest at India plant of Apple supplier Foxconn Police in India have released dozens of those detained for blocking a key highway in a protest against food poisoning at a Foxconn (2317.TW) unit, the country's second instance of u…

Apple will have a hard time giving up their favorite slave labor

Re: Apple to move 40-45% iPhone production to India

#32

India has had its share of strikes and protests over working conditions at Apple's Taiwanese suppliers: https://www.reuters.com/world/india/food-poisoning-foxconns-... Dozens released after protest at India plant of Apple supplier Foxconn Police in India have released dozens of those detained for blocking a key highway in a protest against food poisoning at a Foxconn (2317.TW) unit, the country's second instance of u…

Apple will have a hard time giving up their favorite slave labor

Maybe them being smooshed between China concerns on one side and labor activism on the other will help improve working conditions.

Re: Apple to move 40-45% iPhone production to India

#33
post #4
post #3

Earlier quoted context omitted.

I'm surprised it's so low. I know that they already have very established processes in China, and their contractors have probably invested a lot in tooling for those factories, but it seems interesting that they would still prefer to move less that 50% of their capacity there. Maybe they see India as carrying its own risks?

> India and Vietnam have their own challenges. > Vietnam’s manufacturing was growing quickly but was short of workers. The country has just under 100 million people, less than a 10th of China’s population. > India has a population nearly the size of China’s but not the same level of governmental coordination. Apple has found it hard to navigate India because each state is run differently and regional governments sadd…

India has 5% manufacturing capabilities of China and will be at least 2x expensive and slow. India also has strong labor laws and local politicians still need votes

Re: Apple to move 40-45% iPhone production to India

#34

Three hundred thousand workers work at a factory in China to make iPhones? I didn't realise how massive the production line is, considering they have a 23% market share, and the rest is all Android lead by Samsung. I am always surprised that Apple (or other Western tech giants) never considered building backup factories. Did they never think about geopolitics or natural disasters and panamics? Apart from that iPhone…

What I am even more puzzled by is the concentration of manufacturing of CPUs in Taiwan, which beyond the chinese threat, is also an active seismic zone.

Re: Apple to move 40-45% iPhone production to India

#35

Three hundred thousand workers work at a factory in China to make iPhones? I didn't realise how massive the production line is, considering they have a 23% market share, and the rest is all Android lead by Samsung. I am always surprised that Apple (or other Western tech giants) never considered building backup factories. Did they never think about geopolitics or natural disasters and panamics? Apart from that iPhone…

I’ve been in and around manufacturing for the better part of a decade. I’ve run a small factory myself and have friends and family working at all levels of some of the largest factories in Europe. At the scale these things work out there’s no way to really “have a backup” not in the true sense that backup means. If you build a factory you use a factory - otherwise you’re wasting masses of money. What you should do is…

That is a thoughtful reply. Working in IT spoiled me, and I like having a backup or failover server or data centre but for Apple factory. But, it makes sense now, knowing the scale of this Apple iPhone factory, it is next to impossible to build the backup factory. Thanks!

Re: Apple to move 40-45% iPhone production to India

#36
post #3
post #2

> Apple’s longer-term goal is to ship 40% to 45% of iPhones from India, compared with a single-digit percentage currently, according to Ming-chi Kuo, an analyst at TF International Securities who follows the supply chain. Suppliers say Vietnam is expected to shoulder more of the manufacturing for other Apple products such as AirPods, smartwatches and laptops.

I'm surprised it's so low. I know that they already have very established processes in China, and their contractors have probably invested a lot in tooling for those factories, but it seems interesting that they would still prefer to move less that 50% of their capacity there. Maybe they see India as carrying its own risks?

India, being a democracy, means that governments have to give in to demands of voter groups. The two largest voter groups are farmers and low wage labor. This has ensured that acquiring land for large scale projects or changing labor laws carries massive political risk.

Changes to India’s farm laws now seem next to impossible. I doubt India will have a more popular government than it has today. Yet, it had to cave in and withdraw a farm law reform bill.

If even this government couldn’t pull it off, there’s little chance future governments will do any better.

Re: Apple to move 40-45% iPhone production to India

#37

iPhone made in China is no better than the cotton from Xinjiang. Earlier the reports are workers in the China iPhone factory had a protest and brutal conflict with the local police. Reasons varied from unbearable working condition, the zero-covid policy, and being deceived about the compensation. After the local police oppressed the campaign, the government assigned headcounts to local villages, demanding them to fil…

> Apple and many westerners never understand the risk and the ethics implication of doing business in X

For clothing, people can check the label. Most consumers simply don’t care enough when fast fashion is cheaper and more convenient than “ethical brands”

Re: Apple to move 40-45% iPhone production to India

#38
post #14
post #4

Earlier quoted context omitted.

> India and Vietnam have their own challenges. > Vietnam’s manufacturing was growing quickly but was short of workers. The country has just under 100 million people, less than a 10th of China’s population. > India has a population nearly the size of China’s but not the same level of governmental coordination. Apple has found it hard to navigate India because each state is run differently and regional governments sadd…

As of next year, India will be the most populous country in the world.

India probably has been for some time now that we know China has been overestimating its population.

Re: Apple to move 40-45% iPhone production to India

#40
post #34

Three hundred thousand workers work at a factory in China to make iPhones? I didn't realise how massive the production line is, considering they have a 23% market share, and the rest is all Android lead by Samsung. I am always surprised that Apple (or other Western tech giants) never considered building backup factories. Did they never think about geopolitics or natural disasters and panamics? Apart from that iPhone…

What I am even more puzzled by is the concentration of manufacturing of CPUs in Taiwan, which beyond the chinese threat, is also an active seismic zone.

Making chips in Taiwan is just so economical.
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