无视特朗普“警告” 苹果iPhone加速布局印度

Core Viewpoint - Foxconn (Hon Hai Precision Industry Co.) announced an investment of $1.5 billion through its Singapore subsidiary to enhance production capacity at its Indian facilities, reflecting Apple's accelerated strategy to diversify its supply chain and reduce reliance on China [2][3][4]. Group 1: Investment and Production Capacity - Foxconn's investment aims to boost production capacity in India, where two new factories have recently started operations, including one producing the latest iPhone 16 series [2][3]. - Apple plans to increase its iPhone production in India significantly, with a goal to have the iPhone 18 series primarily manufactured in India by 2026 [3][4]. - In the past year, Apple assembled iPhones worth $22 billion in India, marking a nearly 60% year-on-year increase [4]. Group 2: Market Dynamics and Challenges - Apple's strategy to expand in India is driven by the need to mitigate the impacts of US-China trade tensions and to tap into India's growing smartphone market, where iPhone sales are increasing [5][6]. - Despite the potential, Apple faces significant challenges in India, including lower production yields, higher costs, and logistical inefficiencies compared to its operations in China [7][8]. - Currently, India accounts for only 20% of Apple's global iPhone production, with a production yield of around 85%, compared to over 98% in China [7][8]. Group 3: Supply Chain and Dependency - India's electronics manufacturing heavily relies on imports from China, with about 70% of components sourced from there, highlighting a critical supply chain vulnerability [8]. - The local supply chain in India is underdeveloped, with less than 30% of components sourced domestically, which poses a challenge for scaling production [8]. - Analysts suggest that any plans to shift iPhone assembly to India for US sales are unrealistic due to the continued need for components manufactured in China [8][9].