券商中国·2025-07-03 04:04Core Viewpoint - Foxconn Technology Group has requested hundreds of Chinese engineers and technicians to leave its iPhone factory in India, impacting Apple's efforts to expand production in the country [1][2]. Group 1: Impact on Apple - The departure of Chinese employees is seen as a setback for Apple, which is preparing to expand production capacity for the new iPhone 17 in collaboration with Indian manufacturing partners [2]. - Apple plans to produce a significant portion of iPhones for the U.S. market in India by the end of 2026, despite facing criticism from former President Trump regarding manufacturing locations [2]. Group 2: Analysis by Industry Experts - Analyst Ming-Chi Kuo states that the impact of the Chinese employees returning home is negligible due to three reasons: the number of Chinese employees in the Indian factory is already low, the production capacity was established by Taiwanese employees, and the return of Chinese staff was pre-planned and known to Apple [5]. - It has been noted that while Apple has accelerated iPhone production in India, most complex components are still assembled in China before being sent to India for final assembly [4]. Group 3: Foxconn's Operations in India - Foxconn has been gradually establishing a significant assembly operation in India, having sent experienced Chinese engineers to expedite business expansion [5]. - India has only recently begun large-scale iPhone assembly, now accounting for 20% of global production [5]. Group 4: Stock Market Reaction - Following the news, shares of Industrial Fulian, a Foxconn subsidiary, surged over 8% [1][6].