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Apple to move 40-45% iPhone production to India

wsj.com

211–220 of 358 posts

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

#211

Earlier quoted context omitted.

Nokia used to have a big factory in Mexico. Brazil already makes iPhones since it’s cheaper due to their insane import tax.

That seems to me like their import tax is working. I wish more countries had import taxes of this sort, they tend to push the nation to be a bit more diversified in their economy since they provide air cover for small local concerns.

Increases the cost for locals though doesn’t it?

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

#212
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 might have been on a steady path of liberalization since the 90s, but it is still fundamentally a big-government country. There is a ridiculous amount of red tape every business has to go through to operate from and in India, and when it comes to tech regulation it tends to be just as trigger-happy to impose abrupt disruptive orders on businesses as the EU, if not more. India gets all this investment because it gets fancied as the next best alternative to China (in cheap labor), not because it is convenient or conducive to foreign players. India's ease of doing business is rather horrible in today's standards.

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

#213

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…

My take is that most people use this as an excuse, no one cares about labors, if you really care about them, I would shift more jobs, they make enough money and leave factory, have a small business. I have relatives working in factories, it is the best thing happen to them.

People are afraid to say 'fk China' blindly so they have to say it under disguise of some moral ground.

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

#214

India's timing on "Make in India" couldn't have been more fortuitous. The Modi government started hyping Make in India in 2019, if memory serves. Nothing came off it for a while until things started moving in 2021. And now, by 2022, India seems poised to take over some manufacturing from China. Better lucky than good, I guess.

Make in India was hyped most in 2015-2016. It was always considered a failure. Recently government introduced PLI and DLI schemes which helped get some manufacturing rolling.

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

#215
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…

When, how and who measured the IQ of India's population? Where did you get this number from?

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

#216

Earlier quoted context omitted.

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…

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…

That's loads of bullshit. People don't really understand the 40 hours per week thing. You CAN work overtime, as long as you get overtime pay, and you should have 2 days off, if you work on those off days, you should get double pay. It is very common practice in factories, where you expect to work overtime to earn more money.

In office job it is very different, you hardly get compensation for overtime, but if you go to court you definitely can get the money. The real reason is that those jobs are best paid, a few times more than other people, so people typically only sue their companies after they are fired. Yes, sometimes people worry about not finding another job, so they will accept what's been forced on them.

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

#217

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…

> iPhone made in China is no better than the cotton from Xinjiang.

I think if you'll ask the suppressed people of Xinjiang, you'll find that they disagree.

> It turns out that in spite of all values that Apple promotes, it actually cares about nothing but the profit

How is Apple responsible for the Chinese Zero-COVID policy, and the actions of the Chinese police?

Have you read Apple's extensive policies on Supply Chain standards and ethics? https://www.apple.com/supplier-responsibility/

> Apple has utilized the cheap labor at a level where can never be possible in the civilized world,

I'll just post this here from https://www.semafor.com/article/11/30/2022/apples-chinese-dr...:

> China is also no longer cheap. Wages have skyrocketed, with the average factory worker making $6 per hour on average in 2020, up from less than a dollar in 2006. The average wage of a Chinese factory worker will very soon surpass the U.S. federal minimum wage. For comparison, the average rate for a Mexican factory worker has stayed stagnant at $2 per hour.

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

#218
post #90

Earlier quoted context omitted.

> Apple industrial partners are all asians. Samsung and the like don't do any better regarding ethics. You can rightfully complain about labor practices in other Asian countries, but forced labor from concentration camps is a uniquely Chinese atrocity.

I think you should read up more in Asia if you think slave labor is unique to China, you can start with Thai fishing industry. Btw not that it would be case with Apple, these are Taiwanese companies with factories in China, so maybe instead blaming China blame the Taiwan, but I understand it's not trendy. Oh and let's not forget "democratic" Vietnam with communist gov censoring internet and imprisoning people for opi…

There is a general lawlessness in India the 'biggest democracy' but aside from that large swathes of area in India is under a law that gives the state the power to imprison or kill anyone with impunity. No due process, no question asked. Anyone can be jailed or be killed by the state if the state deemed the person a security threat for whatever reason. The law is called AFSPA (Armed Force Special Power Act) and is imposed in Kashmir and the northeast. It is a brutal law that no civilized country should have.

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

#219
post #90

Earlier quoted context omitted.

> Apple industrial partners are all asians. Samsung and the like don't do any better regarding ethics. You can rightfully complain about labor practices in other Asian countries, but forced labor from concentration camps is a uniquely Chinese atrocity.

I think you should read up more in Asia if you think slave labor is unique to China, you can start with Thai fishing industry. Btw not that it would be case with Apple, these are Taiwanese companies with factories in China, so maybe instead blaming China blame the Taiwan, but I understand it's not trendy. Oh and let's not forget "democratic" Vietnam with communist gov censoring internet and imprisoning people for opi…

Or about the people forced to run Bitcoin scams in Sihanoukville, Cambodia.

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

#220

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.

That wont work in any democracy, how will this be justified to the US people. It was difficult enough to fund semiconductor manufacturing in US(CHIPS bill).
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