Live data from Hacker News

Apple to move 40-45% iPhone production to India

wsj.com

191–200 of 358 posts

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

#191
post #171
post #170

Earlier quoted context omitted.

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.

But isn’t the lithography done by those machines imported from the Netherlands?

It's not like you shove a blank wafer into the machine and finished chips pop out. ASML's machines only do the exposure step.

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

#192

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…

I don't know where people get the idea people are semi-enslaved in factories.. Having lived in China, in my second hand experience Chinese worker protection laws are quite strict. Somewhere between US and Europe. It's not really easy to fire people and people regularly sue their employers and win. The legal system is generally very heavily biased towards the little guy I just feel really bad for these people. They pr…

No post body was provided.

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

#193
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…

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

> 2x expensive

That's not even close. Samsung,MI,Oppo and Vivo make almost all phones for India in India. If it was this expensive they will never make India

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

#194

Earlier quoted context omitted.

What aspect of China makes the West look like a 'backwater'? I literally cannot think of a single thing. That doesn't mean China has no positive aspects. The West is also not monolithic.

> What aspect of China makes the West look like a 'backwater'? Compare China homicide rates to USA. Or China incarceration rate to USA incarceration rate.

No post body was provided.

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

#195

Earlier quoted context omitted.

Your views of labor law are completely wrong. > in my second hand experience Chinese worker protection laws are quite strict. And yes, it's very strict. Lawful working hours are 40 hours per week. Lawfully firing a employee requires higher compensation than US. Do you really believe above is enforced in China? Next time when you visiting China, ask them if familiar with this quote: laws in China are strictly legislat…

I mean I lived a sheltered life in the city and my friends were city folks, but I often hear people had issues firing bad employees. And on the flip side people new their rights and knew they couldn't just be left off on a random day. Companies seemed always cautious with firing. Yeah there was tons of sneaky stuff and people not getting their contracts and lots of grey area stuff - maybe the enforcement wasn't great…

The court system in India is notorious for delays and backlogs, to the extent that some companies don't invest there due to the difficulty of enforcing contracts.

https://www.thehindu.com/news/national/indian-judiciary-pend...

I am not defending the Chinese system, but you're correct that some other developing nations are as bad or worse in that area.

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

#196

Earlier quoted context omitted.

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, ha…

The scale here is completely different, and I’d bet on Tim’s supply chain chops over Elon’s every single time.

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

#197
wish the biden administration would give manufacturers a tax break to manufacture in south america. It would enrich our neighbors to the south and possibly put a dent in drug trafficking and illegal immigration.

Making asia rich doesnt help us nearly as much as making south america rich.

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

#198
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?

Why put all your eggs in one basket? If they can afford to diversify their risk to local markets by having multiple sources they can play sourcing regions off each other. By being so dependent on China apple exposes itself to extortion. That works everywhere, China isn’t uniquely malevolent despite views to the contrary. Given the opportunity to expropriate a foreigner almost any country will leverage that opportunity.

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

#199

wish the biden administration would give manufacturers a tax break to manufacture in south america. It would enrich our neighbors to the south and possibly put a dent in drug trafficking and illegal immigration. Making asia rich doesnt help us nearly as much as making south america rich.

Hmm but wouldn't that just flow into the hands of the cartels?

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

#200

wish the biden administration would give manufacturers a tax break to manufacture in south america. It would enrich our neighbors to the south and possibly put a dent in drug trafficking and illegal immigration. Making asia rich doesnt help us nearly as much as making south america rich.

Is South America a viable place to setup this kind of manufacturing?

Mexico has a lot of car / parts manufacturing as far as I know but beyond that I don’t know.

Post reply on HN