India will make iPhone 14 from launch, says Kuo
Analyst Ming-Chi Kuo claims that for the first time, part of Apple's new iPhone 14 range will be made in India "almost simultaneously" with usual suppliers in China.
Shortly after reporting that Apple is diversifying its production with both more companies and more countries, Kuo now says the first sign of this will be with the base iPhone 14.
"It implies that Apple is trying to reduce the geopolitical impacts on supply," he continues, "and sees the Indian market as the next key growth driver."
Kuo says his report comes from his "latest survey," presumably of the supply chain.
He also repeatedly refers to India making "the 6.1-inch iPhone 14." That's because Apple is expected to add a second model to the non-Pro iPhones, a 6.7-inch "iPhone Max."
Read on AppleInsider
Shortly after reporting that Apple is diversifying its production with both more companies and more countries, Kuo now says the first sign of this will be with the base iPhone 14.
In further tweets, Kuo notes that for the short term, "India's iPhone capacities/shipments still have a considerable gap with China." But he notes that "it's an important milestone for Apple in building a non-Chinese iPhone production site."My latest survey indicates Foxconn's iPhone production site in India will ship the new 6.1" iPhone 14 almost simultaneously with China for the first time in 2H22 (India being one quarter or more behind in the past).
— (Ming-Chi Kuo) (@mingchikuo)
"It implies that Apple is trying to reduce the geopolitical impacts on supply," he continues, "and sees the Indian market as the next key growth driver."
Kuo says his report comes from his "latest survey," presumably of the supply chain.
He also repeatedly refers to India making "the 6.1-inch iPhone 14." That's because Apple is expected to add a second model to the non-Pro iPhones, a 6.7-inch "iPhone Max."
Read on AppleInsider
Comments
I'd like to see a production facility in a non-BRIC country.
Many in the US overreact to India's neutral stance -- which, I personally I do not agree with -- on the Russia-Ukraine war, missing the point that over 160 countries around the world, including Mexico, Brazil, Indonesia, much of the ME and Africa are either neutral (i.e., abstain from votes) or negative towards the NATO view on it. I might behoove us to ask our foreign policy mavens why that is the case. Moreover, there is a long (75-year), complicated history involving the relationships and UN votes involving Pakistan, Russia, US, China and India around the Kashmir issue that has, rightly or wrongly, led to India's current stance on the war.
Interested folks can look up all of this and more.
But Modi's been moving closer in the autharitarianism direction and I'd like to see global production facilities in a non-BRIC country.
As for India's corruption level - the Corruption Perceptions Index doesn't rate India doesn't give India that high a rating.