50% rejection rate for iPhone casings produced in India shows Apple’s challenge
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Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#2where does india get the raw materials and equipment to produce the casings, don't they mostly come from the same place?
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#3“Tech entrepreneur and academic Vivek Wadhwa said that it will likely take three years or so for Indian suppliers to be capable of the kind of volume production needed to make a noticeable dent in Chinese production.”
I wonder how a war over Taiwan would impact that time table? My guess is that it would slow it even further. India has to know it’s holding all the cards.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#4Thing is this is also still the really basic stuff. It's only going to get worse as they attempt to shift more complicated things.
People tend to drastically underestimate the both the scale and sophistication of manufacturing in China.
For certain products the only reasonable alternatives to China are going to be South Korea and Japan in the medium term as they are the only other hubs with the required sophistication in electronics, batteries, etc.
However you will need to pay a significant premium over China and probably still face lower yields and end up sending said parts somewhere else for final assembly etc.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#5> He also suggested that Apple, too, will need to adapt – especially when it comes to dealing with the bureaucratic government.
I can't imagine how a bureaucratic government could be the cause of a 50% failure rate for these components. More likely apathetic attitudes is the cause of both.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#6where does india get the raw materials and equipment to produce the casings, don't they mostly come from the same place?
Probably the same machines, but not the same attention to detail from the workers and management.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#7> This 50 per cent “yield” fares badly compared with Apple’s goal for zero defects
Q1: Is Apple QCing everything before shipping to assembly?
Q2: Surely quality issues should be the supplier's problem, not [just] Apple's, and hence a zero defects target should be the supplier's goal, not [just] Apple's?
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#8“Tech entrepreneur and academic Vivek Wadhwa said that it will likely take three years or so for Indian suppliers to be capable of the kind of volume production needed to make a noticeable dent in Chinese production.” I wonder how a war over Taiwan would impact that time table? My guess is that it would slow it even further. India has to know it’s holding all the cards.
I would not describe not being able to sell goods due to lack of expertise/infrastructure as “holding all the cards”.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#9“Tech entrepreneur and academic Vivek Wadhwa said that it will likely take three years or so for Indian suppliers to be capable of the kind of volume production needed to make a noticeable dent in Chinese production.” I wonder how a war over Taiwan would impact that time table? My guess is that it would slow it even further. India has to know it’s holding all the cards.
If previous world wars are anything to go by, a war with China would come with a shift into a wartime economy. Luxury consumer goods like iphones and cars would be an afterthought at best.
Re: 50% rejection rate for iPhone casings produced in India shows Apple’s challenge
#10Thing is this is also still the really basic stuff. It's only going to get worse as they attempt to shift more complicated things. People tend to drastically underestimate the both the scale and sophistication of manufacturing in China. For certain products the only reasonable alternatives to China are going to be South Korea and Japan in the medium term as they are the only other hubs with the required sophisticatio…
> Thing is this is also still the really basic stuff. It's only going to get worse as they attempt to shift more complicated things.
Indeed.
And stats like that does make you kind of worry about pharmaceuticals where India is something like number two worldwide as supplier of APIs to the global Pharma industry.
API = Active Pharmaceutical Ingredient, or typically described as "active ingredient" on the labelling of the pills you take.
Disclaimer: I'm not making claims or insinuations here, I've insufficient knowledge of Pharma to do so. I said "makes you think" for a reason, i.e. pure speculation, probably wrong.