Apple(US:AAPL) 3 6 Ke·2025-04-27 05:21Core Viewpoint - The feasibility of Apple moving iPhone production to India is questioned, with analysts suggesting that the supply chain will remain rooted in China for the foreseeable future [1][2]. Group 1: Production and Supply Chain - Apple plans to produce over 60 million iPhones for the U.S. market in India by the end of 2026, but this is deemed unrealistic by analysts [1]. - Currently, China is the largest production base for iPhones, with only 20% of total shipments being produced in India [1]. - Most iPhones manufactured in India are assembled at Foxconn's factory, with Tata Group also playing a significant role as a key supplier [2]. Group 2: Quality and Production Challenges - Reports indicated that the yield rate for iPhones produced in India was only 50%, which raised concerns about production quality [1]. - Foxconn's chairman responded to the yield rate concerns, suggesting that if the rate were indeed that low, the company would have exited the market [1]. - Apple can assemble the entire iPhone series in India, including the more expensive titanium Pro models, but still relies heavily on Chinese suppliers for hundreds of components [2].