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富士康撤回大批中国员工,印度产iPhone生变?
Guan Cha Zhe Wang· 2025-07-03 07:26
Group 1 - Foxconn, Apple's largest assembly partner, has requested over 300 Chinese employees at its iPhone factory in India to return to China, which comes at a critical time as Apple is preparing to expand production capacity for the new iPhone 17 in India [1] - Foxconn has been increasing its manufacturing efforts in India to reduce reliance on Chinese hardware manufacturing, with a recent approval from the Indian government for a $435 million investment to build a semiconductor factory [1] - The departure of Chinese employees, who make up a significant portion of the workforce at the Foxconn iPhone factory in India, may impact iPhone production during a crucial expansion phase [1] Group 2 - According to Canalys, iPhone exports from India to the U.S. surpassed those from China for the second consecutive month, with a 76% year-on-year increase in April, reaching 3 million units, while exports from China plummeted by 76% to approximately 900,000 units [2] - Despite growth in the Indian market, Apple's market share remains relatively small, failing to break into the top five, largely due to competition from Chinese brands like Vivo, Samsung, OPPO, Xiaomi, and Realme [2] Group 3 - Foxconn previously deployed a large number of experienced Chinese engineers in India to train local staff, which has been crucial for the assembly of iPhones, as India has only recently begun large-scale iPhone assembly, now accounting for one-fifth of global production [4] - Apple still assembles most complex components of iPhones in China before shipping them to India for final assembly, which raises questions about the extent of local manufacturing in India [4] - Apple's CEO Tim Cook has praised the skills of Chinese assembly workers, emphasizing that the decision to maintain a major production base in China is not solely based on cost advantages [4] Group 4 - The withdrawal of Chinese employees is expected to disrupt Apple's manufacturing expansion plans in South Asia, potentially delaying the training of local employees and the transfer of Chinese manufacturing technology, which may lead to increased production costs [5] - While the quality of production in the Indian factory may not be affected, the efficiency of the assembly line could decline due to the lack of experienced Chinese workers [5]