this is a good thing because when Xi invades Taiwan it will be the end of China as a manufacturing plant...
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Apple Expected to Move 25% of All iPhone Production to India by 2025
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I hope that they are also developing new chip suppliers. TSMC is based in Taiwan and China may be thinking about a hostile takeover there.
At this point, the US doesn't have a workforce to manufacture the iPhone the same way that is done in China (hundreds of thousands of workers in a densely packed factory city). People don't understand the sheer scale involved in producing well over half a million iPhones every single day. If manufacturing does come back to the US in any substantial amount, it's going to be heavily automated - some workers and lots of robots.
Yes, iPhone's with Swiss precision timing would be sweet! Plus some Swiss watches for the clock/timer apps and faces for the Apple Watch.
We do have the workforce. We're just not going to work for Chinese or Indian wages over here. And that is the problem for Apple.
I didn't cite the rumor, I was specifically talking about something that does (https://www.washingtonpost.com/news...-trade-deal-it-could-literally-make-you-sick/) in fact (https://www.fsis.usda.gov/sites/default/files/media_file/2022-06/china_establishments.pdf) happen. It doesnt happen a lot, and it's a bit hard to track down exactly how much since the export list from the FDA doesn't break down by chicken source, but what I was mentioning does happen - I would suspect it probably hasnt much at all since 2020 though when supply chains crashed and burned anyway.
The snopes investigation was from 2015, the rules change that allowed similar (though, note what I said, not exactly the rumor snopes addresses) processes didn't happen until 2017.
Good. Dump the CCP.
Apple will move 25% of its entire iPhone production line to India by 2025 as it looks to diversify its supply chain, JP Morgan analysts said (via Reuters).
Apple currently produces some iPhone models in India, including the iPhone 13 and soon the iPhone 14. Apple's supply chain remains highly concentrated in China, but the company has made efforts to move suppliers and production lines elsewhere.
JP Morgan analysts believe that by late 2022, 5% of iPhone 14 production will be moved to India, with a significant shift taking place three years later. In addition to moving 25% of iPhone production to India by 2025, the analysts expect Apple to move 25% of other product lines outside of China, including AirPods, Mac, Apple Watch, and iPad.
Apple suppliers, including Foxconn, have invested heavily in India with supply chain infrastructure, factories, and training, for the last several years. Apple is expected to begin production of iPhone 14 models in India in the coming weeks, but the company's high priority on secrecy has reportedly complicated plans.
Article Link: Apple Expected to Move 25% of All iPhone Production to India by 2025
Cheap labor and the removal of protective tariffs. That's why they do it. Intel just got 500 million to build some fabs in the US or they threatened to go offshore. Our gut less congress should have said "ok build offshore and we will put a 30 percent tariff on all semi conductors imported in. Its our spineless congress that allowed the outsourcing of our industrial base in the first place.
This is a good move. Being tied to China is becoming a liability.
Good to see Apple shifting production to India. Hopefully one day Apple manufactures the Pro iPhones also in India.
Would it really be so bad for them to move at least some production of most products into the United States? Economics mean with that, that product prices would probably cost more for consumers, however that isn't really a necessary thing that has to happen. Instead Apple just needs to take a bit of a lower margin.
I'm just sick of watching all of these companies 1) Leave the USA for good or 2) US-based companies like Apple that try to "look good" by pulling their manufacturing out of China however, they then just switch to some other, country with an overall corrupt government along with so many other issues such as their spam and telemarketing scams and, I could keep going, which is not good.
This isn't just India though, but India is definitely included so Apple making big changes is one thing, I just don't see why they can't do some restructuring and make more inside of the USA. With Apple products, we all know there are huge margins being added on top of everything so I'm pretty sure they could afford it, it's just a matter of how much less they'd be making.
The upside though would be significant. US-jobs for one.
Also, security and privacy would be better controlled. Our iPhones, iPads, Macs & even AppleTVs contain tons of sensitive-data. All online/off-device use could easily be taken advantage of by a manufacturer of just parts. All kinds of things can be done to components say, inside your iPhone that would add physical data
I'm just sick of watching all of these companies 1) Leave the USA for good or 2) US-based companies like Apple that try to "look good" by pulling their manufacturing out of China however, they then just switch to some other, country with an overall corrupt government along with so many other issues such as their spam and telemarketing scams and, I could keep going, which is not good.
This isn't just India though, but India is definitely included so Apple making big changes is one thing, I just don't see why they can't do some restructuring and make more inside of the USA. With Apple products, we all know there are huge margins being added on top of everything so I'm pretty sure they could afford it, it's just a matter of how much less they'd be making.
The upside though would be significant. US-jobs for one.
Also, security and privacy would be better controlled. Our iPhones, iPads, Macs & even AppleTVs contain tons of sensitive-data. All online/off-device use could easily be taken advantage of by a manufacturer of just parts. All kinds of things can be done to components say, inside your iPhone that would add physical data
I doubt it. iPhones made in India are really for that marketplace not shipped to other countries. What other smartphone vendors are doing that?
Even those articles didn't say US chickens were being sent to China for processing and return shipment. China does import chicken, and it's not clear where the birds originate, but the trade agreement referenced was about letting them raise and slaughter their own birds in factories approved by the USDA. The deal opened the door for US meat exports to China.
Tariffs are a bad idea. They prop up uncompetitve companies, raise prices for consumers and US companies, and don't ensure US companies invest in becoming more competitive. In addition, they often result in US companies becoming uncompetitive, as with a nail manufacturer who paid higher prices for tariffed or US steel used to make nails in the US while finished nails came in with no tariff.
You can't compete with cheap labor for labor intensive work; you must design and produce products to minimize the costs of labor in manufacturing.
Cheap labor alone is often not a determinate alone of where to manufacture. Given India and China's market size making products for the local market and possibly export is often a political as much as economic decision. I would not be surprised if much of the products made in India stay in India. Given the higher prices for iPhones in India, making it locally and getting higher margins and making resale less lucrative makes sense.
The China and India markets are way different. India requires the manufacturing to be in India for Indian consumers. iPhones made in China can be resold in hundreds of other countries besides China, but not India. Take Oppo for example they had to build large manufacturing in India. Example
Revolutionising smartphone manufacturing | OPPO India
Revolutionising smartphone manufacturing
Understanding the potential of the Indian subcontinent and the government’s vision and dedication to “Make in India,” OPPO set up—what has come to be known— one of the most sophisticated super factories for smartphone manufacturing in India. It is, however, impossible to speak of mega factories and not shine a light on the powerhouse behind this successful venture—it’s 10,000 workforce that unite from all walks of life for a single purpose.
If anything Apple is simply hoping to expand its manufacturing to inside India as another gold rush.
Perhaps you're not reading very carefully. Foxconn has something like 300,000 workers in one city building iPhones. Show me any one county in the US where we have 300,000 people capable of doing - and willing to do - very high precision assembly work in a factory for 8 hours a day. We simply don't have that. Not at that scale. We might be able to put that together in a decade, but it would involve truly massive changes to whatever county is chosen.
Apple can't just move manufacturing from China to the US, using the same methodology as they're currently using, and the reason isn't just wages. It's rebuilding part of a state to get the densely packed infrastructure and housing and factories, and freeways and airports to get parts in and phones out. They're making something over half a million phones a day, every day - the scale of the operation is mindbogglingly huge.
What they can do, and probably will, is move bits of the operation over here, eventually, but it'll look a lot different than what they're doing in China right now. It'll be massively automated, with robots doing most of the assembly work, and a human workforce several orders of magnitude smaller who will be mostly supervising and maintaining the machinery.
It's a bunch of individual corporations that decided to outsource our industrial base. Congress didn't force them to. Yes, it should be better regulated, but assign blame where it's due.
Being tied to China has been a liability for decades, it's just becoming more apparent to some people now.
Diversified supply chain is important, but it also showed that removing every single scrap of redundancy from the existing system is... well, it's very efficient (read "cheap") when it works, but it can't handle any sort of problems. We've optimized for cheap for too long.
It wasn’t the liability it is today without whole cities manufacturing being shut down for extended periods due to the pandemic. But India no matter how much other countries invest in still represents even more risk because they can’t handle another major uptick of the pandemic. They simply don’t have the same ability to prevent Covid-19 being spread like China, even if strongly if one dislikes their tactics. IMHO what we see going with manufacturing being spread out across many countries is a good thing comparatively.
