Ju Chao Zi Xun·2025-07-03 02:41Core Insights - Foxconn, Apple's largest manufacturing partner, has withdrawn over 300 Chinese engineers and technicians from its iPhone factory in southern India, raising concerns about Apple's supply chain adjustments during a critical phase of its India manufacturing strategy [1][2] - The withdrawal began approximately two months ago, retaining mainly support staff from Taiwan, and the departing engineers were key in training local Indian employees and transferring manufacturing technology [1] - This change poses challenges to Apple's expansion plans in India, particularly as the company prepares for mass production of the new iPhone 17 and is constructing a new iPhone factory in southern India [1] Industry Implications - The departure of Chinese engineers may lead to delays in local employee training and reduced efficiency in technology transfer, potentially increasing production costs and affecting the timeline for the new factory's operations [1] - Despite these challenges, it is emphasized that the production quality at existing factories will not be impacted [1] - The situation reflects the difficulties Apple faces in diversifying its supply chain while maintaining production quality and achieving regional balance, which will test the company's supply chain management capabilities [2]