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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

#181

Post by otikik »

pistoriusp wrote: post #167
JZM8yKnRvGv wrote: post #157

Earlier quoted context omitted.

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?

Probably those are not on the “stats”

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

#182

Post by judge2020 »

otikik wrote: post #175
fmajid wrote: post #163

Earlier quoted context omitted.

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 t…

> good to see the totalitarian tyrant Xi wrecking China just as his inspiration Mao did back in the day This affects real people who just found themselves on this situation and have no power to change it. Gleefully calling the situation “good” is callous and insensitive.

Countries and their citizens will go through turmoil and strife regardless of how people halfway around the world react to it. Using this to show the inefficiencies of CCP management is just commentary on how China's dictatorship system hardly works when your entire cabinet/advisory board is full of yesmen.

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

#183

Post by slaw »

Markoff wrote: post #159
slaw wrote: post #119

Earlier quoted context omitted.

Vietnam with 98 million population is too small? Vietnam is completely different than Indonesia and India. It is like smaller China before Xi took power.

Read the article before commenting.

> The country has just under 100 million people, less than a 10th of China’s population. It can handle 60,000-person manufacturing sites but not places such as Zhengzhou that reach into the hundreds of thousands, he said.

I disagree that country of 100 million people is not big enough for 300 thousand workers factory.

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

#184

Post by iso1631 »

ls15 wrote: post #54
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…

> And I will not be surprised Apple will cease the plan in India as soon as China steps back from the zero-covid policy, as if all the blood has not been spilled. I doubt it. The disadvantages of being dependant on a single source are well-understood in 2022.

> I doubt it. The disadvantages of being dependant on a single source are well-understood in 2022.

How many businesses rely entirely on AWS? How plausible would it be for them to move to Azure or GCP or similar?

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

#186

Post by ksec »

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…

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

May be for many westerners, but not Apple. They knew exactly what they are doing.

>It turns out that in spite of all values that Apple promotes, it actually cares about nothing but the profit and its comfortable zone in China.

Which is the worst part of it all. Their insane hypocrisy.

Now that Apple is only moving assembly out of China, but they are continuing their help and bring BOE ( Display ) , YMTC ( NAND ) and CXMT ( DRAM ) into their Supply Chain. Even long time partner for Battery like LG Chem are getting less order in flavour or another Chinese Partner.

But Yes, again Apple wins the headline and PR because they are finally moving out of China. And even if this isn't even confirmed, or in the work. Vast majority of public will think everything is working in that direction or as if they have been done already.

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

#187

Post by TrapLord_Rhodo »

simonbarker87 wrote: post #22
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…

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…

>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

Not really true at all... I mean, if you want to scale, just build another line?

I worked on Capex at Tesla and there was explicit talks of backup factory's. Elon was always talking about WW3 during covid and how we need to massively scale up our operations, have backup factorys in every region or we will not make it.

When we had issues scaling our GA3 line in fremont, we cut the conveyors off the line, built a tent in the parking lot and build a new line in a month. (Granted, 14 hour days every single day) but it's generally easier to build a new line with the lessons learned than try and fix the old one.

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

#189

Post by akmittal »

ZeroGravitas wrote: post #185

I wonder what percentage of sales they predict for India. Based on population and wealth increases, I'd guess it's a reasonable figure even at the lower bounds, which probably factors into various decisions.

Apple iPhone sales are already growing quite good

https://www.google.com/amp/s/www.livemint.com/news/iphone-sa...

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

#190

Post by ksec »

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…

>Apart from that iPhone will be cheaper in India because it cuts down all import duties,

Your components will still imported. Since India is only doing assembly. There might be Tax break for it, so iPhone assembled in India will still be cheaper. But Apple will still have to pay Import Tax. ( Just like they do with iPhone in China )

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