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Apple to move 40-45% iPhone production to India

wsj.com

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

#161

Post by mikymoothrowa »

guessbest wrote: post #153
mikymoothrowa wrote: post #147

Earlier quoted context omitted.

Their version is Huawei. Huawei phones are not allowed to be sold in _most of the world_

Looks like the Chinese android phone that has the most traction are BBK models, not Huawei. > But we must keep in mind BBK has multiple players in the game. Two of their brands make it to the top list in market share data. Oppo and Vivo each hold 10%, equating to a total of 20%. https://www.androidauthority.com/bbk-phone-manufacturer-8088...

Huawei designs its own ARM based chips and modems that BBK and Xiaomi do not.

Unrelated: India and SEA are where a good majority of these BBK phones are sold. And BBK tapped into the PPI scheme of India to start manufacturing in India > 3 years ago. Most phones sold in India are made in India.

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

#162

Post by woooooo »

mikymoothrowa wrote: post #85
hackernewds wrote: post #83

Earlier quoted context omitted.

This reads oddly like propaganda and flies against any and all of the evidence that we regularly observe, including the protests against working conditions that we are observing now

China does have some of the best worker protection laws. The protests we’re observing now, including the one in the iphone city, are against the government. Let’s not conflate the two.

There was a different protest at a factory in shenzhen, prior to the lockdown protests.

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

#163

Post by fmajid »

fyresala wrote: post #26

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…

Wonderful news indeed, but it’s not out of any ethical concerns, but because XI Jinping’s draconian zero-Covid policy and incessant lockdowns have made the Chinese supply-chain unreliable, something Apple like all businesses hate (remember, Tim Cook became head of Apple because of his supply-chain management chops).

Still, good to see the totalitarian tyrant Xi wrecking China just as his inspiration Mao did back in the day. Even if there is a new Deng to fix the damage after him, the world will not naively give China the same opportunities again.

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

#164

Post by nottorp »

vanilla_nut wrote: post #126
black_13 wrote: post #48

You could move it to the US? Im just saying. To say appalachia?

I thought the same thing. The iPhone is already quite expensive. It shot up from an MSRP of around $500 to $1000+ in the last 5 years. Clearly the market is willing to pay a large sum for the iPhone, and monthly payment schemes/subscription programs take away 99% of the sticker price shock (for better or for worse). Considering people will by an iPhone almost no matter the price... why not manufacture some in the US,…

That may get some sales in the US. I doubt the Apple customers outside there would be delighted to pay 50% more for that label.

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

#165

Post by mcny »

itsoktocry wrote: post #100
hackernewds wrote: post #83

Earlier quoted context omitted.

This reads oddly like propaganda and flies against any and all of the evidence that we regularly observe, including the protests against working conditions that we are observing now

> This reads oddly like propaganda and flies against any and all of the evidence that we regularly observe What evidence are you observing that has convinced you it's one way or the other? I can go on Twitter and see some variant of the first comment and the second in almost every thread. What are you reading that you consider the "ground truth" that you can so easily point out the propaganda? As a Canadian, I'm sure…

» I assume it's somewhere in the middle.

Sorry but this is not logical. You can't weigh two positions and say the truth is in the "middle". Sometimes one is more true than the other.

https://en.wikipedia.org/wiki/Overton_window

If one side is centrist and the other is extremist, you can't go between those two.

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

#166

Post by lotsofpulp »

mikymoothrowa wrote: post #87
deltree7 wrote: post #33

Earlier quoted context omitted.

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

Sorry, but how is this capability measured? And why is it being assumed here that labor laws need to be suppressed to make iphone production viable?

I feel like a rough measure would be to see the proportion of anything that is not clothing that has “Made in India” written on it in one’s home, compared to “Made in China”.

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

#167

Post by pistoriusp »

JZM8yKnRvGv wrote: post #157
lpcvoid wrote: post #131

Earlier quoted context omitted.

I have not done any research on this and am genuinely interested - why can I trust the numbers the CCP releases on incarceration rate?

According to stats there are 1.3 million people incarcerated in China. If incarceration rates in China were similar to those in USA it should be 10.3 million people. It would be pretty hard to hide them. USA are by far the number one country in the World for jail population and for incarceration rates, worse even than Putin's Russia. They would love to share the top step of the podium with someone else if they could…

Does this include the 12.8 million Uyghurs in China?

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

#168

Post by onlyrealcuzzo »

black_13 wrote: post #48

You could move it to the US? Im just saying. To say appalachia?

There's not enough people.

Unemployment rates are like 4%, population density is like 115 people per square mile, and workforce participation is like 60%.

That's like ~2.8 per square mile you can employ. That's not even ~100,000 people in a 100 mile radius. No way you're going to attract 10% of them to work in your factory.

Somewhere like Detroit might be possible - ~4.5M people, 6.1% unemployment, ~62% participation = ~170k - a lot with previous manufacturing experience.

All that in a ~33 mile radius instead of ~100 mile radius...

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

#169

Post by throwaway123y »

Qtips87 wrote: post #79

If Apple want to exit China for geopolitical reason it should move to Vietnam. Western manufacturers have set up shops in India before and there were few successful stories and many have exit eventually. Ford for example exit India after not turning a profit for decades. When people point out India's problem it is the usual suspect like government red tapes, poor infrastructure, unreliable electric grid...etc. Some e…

All Japanese car makers produce and sell/export cars successful for decades. As an American you don't care about facts right? How dumb are you, dude?

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

#170

Post by sneak »

cm2187 wrote: post #34
nixcraft wrote: post #10

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.

TSMC are the only peolle that can do 4nm at scale, and they only do it in Taiwan at present.

It's not like Intel wasn't trying.

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