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Comment: Coronavirus justifies a fresh take on Apple production outside China

Apple production outside China – challenges in India

Apple’s reliance (some would say over-reliance) on China has been a hotly-debated topic for some time. The company’s efforts to boost Apple production outside China have never been of greater interest than now, however, when the coronavirus outbreak is having a substantial impact inside the country.

India has been one of the countries making a concerted effort to win more of Apple’s manufacturing business, but a couple of reports have highlighted some of the challenges to making this a workable option …


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Apple reliance on China on display as iPhone 11 production reportedly failed in India

iPhone 11

A new report from the Wall Street Journal today details Apple’s dependency on China for its supply chain, and how that is unlikely to change in the near future. According to the report, some Apple executives suggested relocating manufacturing of at least one product to Vietnam, but the idea was “rebuffed” by senior management.


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Indian iPhone shipments grew 41% in 2019, thanks to iPhone XR and iPhone 11

iPhone XR was key to Indian iPhone shipments growing last year

Counterpoint Research has doubled-down on an earlier report that Apple saw a ‘complete turnaround’ in its fortunes in India, estimating that Indian iPhone shipments grew 41% year-on-year in 2019.

It said that the iPhone XR was the best-selling smartphone in the ‘ultra-premium’ category, ahead of Samsung and OnePlus models, with the iPhone 11 also selling well…


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Third Wistron Indian iPhone plant now ramping up to full production

Indian iPhone production ramping up

Apple’s reported turnaround in India seems to be continuing, as iPhone assembler Wistron says that its third Indian iPhone plant is now ramping up for full-scale production after an earlier successful trial.

Wistron was Apple’s first iPhone assembler in the country, and initially began production with the iPhone SE — still sold there — before adding the iPhone 6S and iPhone 7…


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Indian-made iPhones will be exported, says government, as Apple expands ops

Indian-made iPhones to be exported

Some Indian-made iPhones will be exported for sale in other countries, the government said today.

An unconfirmed report had previously suggested that a small number of iPhone 6 and iPhone 7 models were being exported from India to Europe, but the statement is the first official confirmation that this is part of Apple’s plans for the country…


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Apple plans to manufacture the iPhone 11 in India as iPhone XR is now produced there

We first heard about Apple making its high-end iPhone models in India earlier this year. Today a new report from ET Telecom claims the company has just started the production of the iPhone XR in the country, with plans to also manufacture the iPhone 11 there in the following months. Apple has conducted several production tests over the past few weeks to ensure these devices can be produced at Foxconn Chennai in India.


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Apple tapping into massive India market with first online sales as country eases rules for foreign companies

Apple iPhone 6s India

A new report out from Bloomberg today details that Apple is close to opening online sales in India as the country has relaxed its rules for foreign companies and the requirement to source 30% of production locally to open retail stores. This comes as good news for Apple as it has seen iPhone sales fall in the country this year.


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iPhones made in India now being exported to European markets, not simply sold domestically

What's your lifetime cost of an iPhone?

Representing a significant milestone, some Apple iPhones manufactured in India are now being exported to countries in Europe for sale, via The Economic Times.

Initially, Apple set up iPhone manufacturing in India to avoid import taxes and allow the company to be more price-competitive in the Indian smartphone market, which is seen as a potential growth opportunity over the next few years.


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iPhone sales continue to fall in India, but Apple could benefit from upcoming regulatory change

apple india

A pair of reports this week detail Apple’s ongoing struggles in India, but also note a point of hope for the company. The Economic Times reports that iPhone sales continue to fall in India, but that India regulators are looking to ease local sourcing rules – which could help Apple’s efforts to open retail stores in the country.


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All US iPhones can be made outside China to escape trade war, says Foxconn

All US iPhones could be made outside China, says Foxconn

With US iPhones currently made in China, there has been much concern about the escalating trade war between the two countries. The worst-case scenario would be a 25% tariff on iPhones entering the US, which would either push up prices, hurt Apple’s bottom line, or both.

But Foxconn has said that the iPhone would be able to escape this fate, as the assembler has enough capacity in other countries to supply all US iPhones …


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Trump’s latest tariff threat could hit Apple hard, force it to move iPhone production

Trump's latest tariff threat could hit Apple hard

President Trump has threatened to increase tariffs on goods imported from China from 10% to 25%. He claimed in a tweet that this increase would happen on Friday.

It’s previously been reported that 25% is the point at which Apple would seek to move US iPhone production out of China, and that the Cupertino company could face ‘devastating’ retaliatory actions from the Chinese government …


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iPhone X production in India to begin in July, latest models to follow – local report

iPhone X production in India set to reach volume levels in the summer

We’ve been hearing reports for some time that Foxconn is gearing up for iPhone X production in India, and a new report says that volume production is set to begin in July.

The earliest report – at that time quite vague – was in December of last year. That said only that ‘top-end iPhones’ could be made in India by Foxconn ‘as early as 2019,’ alongside iPhone 8 production by Wistron …


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