According to news from the industrial chain, Foxconn Foxconn in Tamil Nadang, India has been expanded with two new production lines. Apple’s engineers and Foxconn are working on the production of iPhone 16 Pro and iPhone 16 Promax.It is expected to be officially mass -produced soon.This is the first time Apple has tried mass production of iPhone Pro and Pro Max versions of high -end models in India.
According to the capacity planning submitted by Apple and Foxconn to India, the current production capacity of these two production lines is mainly to meet the market sales demand in India. However, after the mass production process is opened, Apple will choose to ask FoxconnGlobal export iPhone16 Pro and iPhone16 Pro Max.
According to Indian sources, Apple and Foxconn will continue to promote the expansion of the iPhone’s production capacity in India to achieve a 25%iPhone mobile phone India manufacturing goal in 2025.Judging from the current situation, Apple has finally achieved more than 30%of its share in India.
According to news from the Apple supply chain, although through vigorous lobbying, the Indian government set the mobile phone manufacturing as the main direction of the Indian revitalization manufacturing subsidy, but due to the interference of the global epidemic, more than 150 suppliers in Apple have been in the past four years in the past four years.It is impossible to move out of production capacity out of India and go to India to support, and due to the influence of global logistics and upstream raw material supply, Apple and related supply chain companies have to increase their investment in the Indian mainland.
In addition, the deterioration of the relationship between China and India has also slowed down the active investment projects of India in India. In addition, the Indian companies in the Indian supply chain of the Apple supply chain set up a factory in India.Let Apple feel very weak.
At present, mainland India companies basically invest in India through the acquisition of physical enterprises in overseas, and then invest in India through the role of Western capital to avoid relevant obstacles.However, with the digitization of financial instruments in the Indian mainland, the outflow of funds has been clearly controlled, and this road is becoming more and more difficult to pass.
Under the influence of capital giants such as Tata Group, India has strong hopes to use government forces to require Apple and Apple suppliers to directly transfer mass production technologies to support the growth of Indian Apple supply chain.At the same time, Indian Capital does not want Indian capital to intervene in the relevant stimulus plans made by India. They are afraid that Indian capital will be replicated quickly with mature production capacity, and the very fragile Indian manufacturing industry ecosystems are disrupted.
At present, Apple supply chain companies gathered in India are mainly Western companies and Taiwan -funded enterprises supporting Foxconn.The goal of achieving India is far away.
At present, Apple is strongly encouraging Samsung and LGD to move some of the production capacity of the AMOLED display module to IndiaLucknow Wealth Management. Samsung and Samsung mobile phones also intend to transfer some of Vietnam’s high -end product production capacity to India. They are negotiating with the Indian government to obtain more investment cost cash subsidies.Samsung and Samsung mobile phones hope that its high -end flagship mobile phones and supporting AMOLED display module capacity can be implemented according to the subsidy standards of semiconductors and panels. If it is successful, it means that the highest investment cost cash subsidy can be obtained.
According to the industry’s news, Samsung and Samsung mobile phones are already ventilated with the Vietnamese government on this matter. Among them, if the Vietnamese government wants Samsung to transfer more display screen model production capacity to Vietnam, it also hopes that Vietnam can use some policy portfolios to realize similar similarity to similar similarity.The cash subsidy effect of nearly half of the investment cost in India.
In addition, if Samsung and Samsung mobile phones have received corresponding policy subsidies in India, Samsung and Samsung mobile phones will definitely transfer some production lines to India. While achieving high -end models India to offset the competitive advantage of Apple mobile phones India, they can also be available.By the way, Apple produces high -end mobile phone products in India.
In addition to Samsung, LGD also shows a similar attitude to the Vietnamese governmentNagpur Stock. It is also that if LGD has received corresponding subsidies in India, some AMOLED display module production capacity will be relocated to India.
According to reports on July 25, Jitin Prasada, Minister of Electronics and Information Technology, said in writing to the People’s Court on Wednesday that as of the end of June, 32 companies have planned to have a large -scale electronics in India basedA total of 828.2 billion rupees (about 10 billion U.S. dollars and 71.7 billion yuan) in the manufacturing field.Of the 32 companies approved by the large -scale electronic manufacturing production links (PLI) plan, 7 are green land companies and 25 are brown land companies.
The Minister also informed that according to PLI Plan 2.0, 27 companies have received IT hardware investment approval.The PLI of this large electronic manufacturing is planned to be released on April 1, 2020Varanasi Investment. The 32 companies have been approved and promised that the investment is 113.24 billion rupees (about 13.5 billion US dollars, 98 billion yuan). It is expected that the production target is 107 trillion rupees (about 1.3$ Trillion, 9.27 trillion yuan).The nominal GDP created by India in 2023 was 2.8813 trillion rupees, about 3.49 trillion US dollars.
In addition, the Indian government announced on the 23rd that the basic tariffs (BCDs) of mobile phones, mobile printed circuit boards (PCB) and chargers have been reduced from 20%to 15%, which will take effect on July 24.
Under the attraction of these subsidies and tariff policies, it is no wonder Samsung and LG have finally begun to be tempted.
The changes in the global trade environment have led Apple to continue to implement its plans to move 70%of manufacturing capacity out of the Indian mainland.But from the current situation, related progress is far slower than Apple’s expectations.Surat Investment
Because many Apple suppliers’ production lines have been served in age, they are now in large -scale upgrades and maintenance cycles. Many apple suppliers hope that Apple can give clear relevant guidelines how to follow up in the future supply chain layout.
Recently, Apple is also closely visiting related supply chain companies to learn about the operation of the relevant production lines, and to communicate the way of relocation and production capacity reconstruction in the future.
At present, most of the foreign -funded enterprises in Apple’s supply chain have withdrawn from the Apple foundry business of the Indian mainland through equity transfer or production capacity.These companies either use Apple to purchase equipment and organize their own production capacity. In their own local or India, and other third -party markets, new plants will be re -opened to continue to accept Apple orders, or they will directly fade out the Apple supply chain system.
It is understood that Apple’s supply chain management team also ran around in major third -party markets around the world in the first half of this year.After the negotiations, I did not get the result that Apple wanted, or there was no enough engineer bonus to support its huge capacity, or the relevant government’s policy continuity was not guaranteed.The local factories have caused Apple to dare not easily bet.
The Indian government is trying to eat 70%of Apple’s foundry production capacity, but the Indian government has limited financial resources. It is still difficult to subsidize so much cash to go out, so they are also happy to talk.Moreover, the relevant policies adopted by the Indian government are extremely similar to the Indian mainland. Apple is also worried that one day India and the global trade war have encountered the same situation as currently in the India.
According to the news from the reasoning, The Foxconn Factory in Tamil Nadu, INDIA, Has Installed Two New Production Lines to Expand PRODUCTION, and Apple s Engineers and Foxconn Are Carrying Out Final EquipmentiPhone 16 promax, which are expled to be Office Mass-ProDuced Soon. This is the Apple’s first Attempt to Mass-PRODH-END MODELS of the iPhone PRO AN d project in india.
According to the capacity plan submitted by Apple and Foxconn to India, The Current Production Capacity of These Two Production Lines is Mainly Needs of the local market in india, but after the master,To Ask Foxconn to Continue to Increase Production Capacity and Realize the Export of iPhone16 Pro and iPhone16 Pro Max Mobile Phone to the World.
According to india source, Apple and FoxConn Will Continue to Promote the Expansion of iPhone Production Capacity in India to Achieve the 25% iPhone Manuf Acturing in India by 2015Mumbai Stock Exchange. As Things Stand, Apple’s GOAL of Eventually Achieving More than 30% of the MarketShare Made in India Has Been Postponed Several Times.
According to the news from Apple’s Supply Chain, Although Through Vigorous Lobbying, The India Government HAS SET MANE Manualing as the Main Of India’s Revitality of ManUFACTNG SUBSIDIES, But Due to the Interference of the Global Epidemic, Apple’s More than 150 SUPPLIERS in theFIRST FOURERS COULD Not Move Production Capacity Out of Chinese Mainland to India for Support, and AFFECTD by Global Logistics and UPSTREAM RAW MATERAP Ply, Apple and Related SUPPLIESCHAIN Companies Have Also Had to Investment in Chinese Mainland.
In Addition, The Deterioration of Relations Between China and India Has Also Slown Chinese Mainland’s Active Investment Projects in India, and Chinese And Companies in Apple’s Supply Chain Have Set Up Factories in India, WHATHER it is China or India, have set up many obStacles, Making Apple Itlet Feel Very Powerless.
At present, chinese mainland Enterprises Basically Acquire Entities Overseas As Shells, and then Invest in India Through Oversers Western Capital. To avoid Related Obstacles. However, With the Digitization of Financial Instruments in Chinese Mainland, The Outflow of Funds is Clearly Controlled, and and and and and and and and and and,This road is becoming more and more different.
India, Under the Influence of Capital Giants Like The Tata Group, Strongly Hopes to use the Power of the Government to Require and Apple SUPPLIRS TO DIRECT Ly Transfer Mass Production Technology to Support the Growth of India’s Local Apple Supply Chain. At the same timeIndia Capital Does Not Want Chinese Capital to get Involution in the Relevant Stimulus Plan of India’s Manufacturing. Replicate with Mature Production Capacity and Collapse the Very Fragile India Manualing Industry Ecology.
At present, The Apple Supply Chain Enterprises Gathered in India Are Mainly Western Enterprises and TAIWAN-FUNDed Enterprises Supporting Foxconn, and The Number Has accumularlyd to hundreds, the achieving about 40% of the components made in india, far from the Goal of more than 70% of Apple’s Components to Achieve India Manufacturing.
At present, Apple Is Strongly Encouraging Samsung and Lgd to Move Part of the Production Capacity of AMOLED Display Modules to India, Samsung and Samsung Mobi leIndia Government More Cash Subsidies for Investment Costs, Samsung and Samsung Mobile Phones Hope their High-end Flagship Phone and ING AMOLED Display Module Production Capacity, Can Be Implemented in Accordance with the Subsidy Standards for Semiconductor, if Successful,This Means that you can get a cash subsidy of up to half of the investment Cost.
According to findRy News, Samsung and Samsung Mobile Phone Have Been in Contact with the Viet Nam Government On Matter, of Which the Viet Nam Government IF I T WANTS SAMSUNG to Transfer More Display Module Production CapacityCan Achieve a Cash Subsidy Effect Similar to India’s Investment Cost of Nearly Half Through Some Policy Combinings.
In Addition, if Samsung and Samsung Mobile Phoses in India Received The CorresPonding Policy Subsidies, Samsung and Samsung Mobile Phones Will Definitly SFER PART of the Production Line to India, in the realization of high-end models Made in India to Office the Competitive Advantage ofApple Mobile Phone Made in India, But Also by the way Apple Production of High-End Mobile Phone Products in India.
In Addition to Samsung, Lgd has also expressed a similar attitude to the Viet Nam Government, and if lgd receives corresponding subidies in India, O relocate some amoled display module propuction capacity to india.
According to a Jury 25 Report, India’s MINISTER of State for Electronics and Information Technology, JITIN PRASADA, SAID in A Written Notice to the LOK SABHA LAS Nesday that as of the end of june, 32 Companies Had Invested a Total of 828.2 Billion Rupees (About us $ 10 Billion, 71.7 Billion Yuan) In India’s Large-Scale Electronics Manufacturing Sector Under The Production-LINCED Incentive (PLI) SCHEME. OF Th TH E 32 Companies Approved Under the Production-LINKED Incentive (PLI) Scheme for Large-SCALE ELECTRONICS Manufacturing,Seven are greenfield companies and 25 are brownfield companies.
The Minister Also Infmed that 27 Companies has been approved for it Hardware Investments Under the Pli Program 2.0. Acturing was related on April 1, 2020, and 32 Companies we approved, with a committed investment of 1,132.4 BillionRUPEES (About US $ 13.5 Billion, 98 Billion Yuan) and An Estimated Production Target of 107 TRILLION RUPEES (About us $ 1.3 TRILLION, 9.27 TRILLION Yuan). nd the nominal GDP Created by India Society as a WHOLE IS 288.13 Trillion Rupees, About3.49 trillion us dollars.
In Addition, The India Government Announded on The 23rd That The Basic Tariff (BCD) On Mobile Phones, Mobile Phone Printed Circuit Boards (PCB) and CHARGERS Will e Reduced from 20% to 15%, effective july 24.
Attracted by the Subsidy AMounts and Tariff Policies, it is no wonder that samsung and lg are finally.
CHANGES in the Global TRADE ENVIRONMENT HAVE LED Apple to Continue to PURSUE ITS Plan to Move s stand, progress is much Slower than Apple Expected.
SINCE MANY Apple Suppliers’ Production Lines have been overaraced, and are now in a large-scale upgrade and Maintenance Cycle, Many Apple SUPPLIPE that Apple Can E CLEARVANT GUIDELINES and How TO FOLLOW Up The Future Supply Chain Layout.
Recently, Apple Has Also Been Closely Visiting Relevant SUPPLAIN Companies to UndersTand the Equipment of Relevant PRODUATION LINES, As Well As Ways TO Nicate About Future Production Line Relocation and Capacity Reconstruction.
At present, most of the forefn-fladed Enterprises in Apple’s SUPPLY Chain Have withdrawn from the Apple Oemothing Mainland Through Equity OR CAPACITY SALES. THESE Companies Either Buy Equipment by Apple and Organize their Own Production Capacity, Re-open New FactoriesIn their own home or india, and Other Third-PARTY Markets to Continue to Undertake Apple Orders, or Directly Fade Out of Apple’s Supply System.
It is undertood that Apple’s Supply Chain Management Team Also Rushed to Major Third-PARTY Markets Around the World Half Of THIS Year, FROM MEXICO, Brazil, Indonesia to North Africa Countries, ETC., In Order to Find A Stable Foundry CapacityOutsourcing Base, But after Negotiations with All PARTIES, DID Not Get the Results Apple WANTED, Either there is not Enough Engineer Production Capacity, or the Policy Continuit asTAIWAN and Other Foundry Companies are unwilling to go to the local factor, Resulting in Apple Dare Not Easily Bet.
The India Government is trying to eat 70% of the Apple’s Foundry Capacity, But At present, The India Government’s Financial Resources Are Limited, and It is Still D iFFICULT to subsidize so much cash, so it is happy to talk and delay. Moreover, the relevantPolicies Adopted by the India Government Are Very Similar to Those of Chinese Mainland, and Apple is Also worked that one day india will enCounter they On as it is currenry in Chinese, Mainland after a trade war with the world.
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