Apple announced plans to begin production of some of its latest 14 series iPhone models in India last month in a move seen as a major milestone in its strategy to diversify production outside of China. company, amid rising geopolitical tensions between the United States. and China. The Foxconn unit in Chennai began assembling iPhone 14 series smartphones for the domestic Indian market last month. Last week, Apple was also said to be asking its suppliers to ship some AirPods and Beats headphones to India for the first time. Analyst Ming-Chi Kuo has predicted, in a series of tweets, how Apple plans to reduce its dependence on China.
Apple analyst Ming-Chi Kuo revealed some key findings from a recent supply chain survey in a tweet, launched the “supply chain management strategy” of the technology giant Cupertino to deal with the current “trend of de-globalization”. According to the tweets, the strategy will include moving a major part of iPhone production to Indiaalong with shifting the percentage of MacBook production and assembly to Thailand.
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Apple’s global supply chain management strategy continues to change in response to de-globalization trends, primarily a reduction in assembly business in China. Here are the latest major survey updates.– (Ming-Chi Kuo) (@mingchikuo) October 11, 2022
Kuo also mentioned that Apple plan to cooperate with Tata group Cooperation with Pegatron or Wistron in the near future for global development Iphone assembly business in India. Currently, more than 80% of iPhones manufactured in India work with Foxconn to meet domestic demand.
Apple is also said to be planning to move its MacBook production to a production location outside of China, with Thailand seen as a potential assembly arena. Kuo also continued to analyze the schedule of the Cupertino-based company’s gradual exit from China, with a medium-term milestone set for the next 3-5 years that is expected to move 25- 30% of global shipments and 100% of US shipments. from non-Chinese assembly and manufacturing sites.
Meanwhile, according to Kuo, Apple’s long-term plan is focused on moving all non-Chinese market response requirements for iPhones and MacBooks to assembly locations outside of China, while Requirements for the Chinese market will continue to be fulfilled by assembly sites within the country.
It was earlier disclosure by the analyst that the demand for iPhone 14 Pro and iPhone 14 Pro Max has grown rapidly, which has prompted the Cupertino-based phone maker to push its manufacturing partner Foxconn to increase production of both Pro models.
