Apple has a plan to wean itself off manufacturing plants in China. The idea, as we put forward in Merca2.0, is to move part of the production to neighboring India.
What was not said is what volume of devices could be manufactured in that country.
According to analysts at investment bank JP Morgan, Apple could make one in four of its iPhones in India by 2025.
The causes that lead Apple to stop depending almost entirely on China is the growing geopolitical tension and the strict health security measures that, more than two years after the start of the pandemic, are still present in Xi Jinping’s country.
JP Morgan said in a report published this Wednesday, September 21, that expects Apple to move about five percent of iPhone 14 production to India by the end of 2022which is the second largest smartphone market in the world after China.
The same analysis says that about a quarter of all Apple productsincluding the Mac, iPad, Apple Watch and Air Pods, will be manufactured in countries other than China by 2025.
Today, only five percent is manufactured outside the Asian giant.
Apple and India, the new alliance
Apple has already been diverting a small part of the production to India, but they were always smaller volumes.
In 2017, he began to do it with Wistron; and then with the Taiwanese Foxconn. But the idea now is to multiply local production several times.
The plan was to be carried out earlier, but the pandemic hampered the idea of relocating supply chains.
In the massive landing in India, two Taiwanese suppliers will play a key role: Hon Hai and Pegatron, publishes Reuters This Wednesday, September 21.
In the medium and long term, the idea is that Apple also adds local suppliers from India.
An earlier Bloomberg report published in late August said Indian holding company Tata Group was in talks with Wistron on the idea of setting up a joint venture to assemble iPhones in the country.
[noticia en desarrollo]
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