htmlOn October 5 , Apple released a report titled "Apple may be transferring some AirPods and Beats headset production to India". Today, a new supply chain report claims that iPad may also begin making in India.
Taiwan United Daily reported today that supply chain sources revealed that Apple 's iPad is expected to become the next product that MPs of Foxconn will make in India. Today, Apple's iPad supply chain is located in mainland China.
Currently estimated, iPad shipments last year were about 58 million units, and the vast majority of the iPad supply chain was concentrated in mainland China. As Apple continues to expand its product production in India, Hon Hai will benefit the most.
Previously, market reports said that Apple plans to ship a small number of iPads to Vietnam for production, and manufacturers include Hon Hai and BYD . However, Vietnam’s main concern is that there may be a shortage of parts if transporting parts from China to Vietnam is hindered.
Director Liu Yangwei of Hon Hai had previously stated that Hon Hai had worked in India for more than ten years. Currently, many other manufacturers or different industries are increasing their investment in India. This is a general trend that will make it faster. In addition to promoting semiconductor in India, Hon Hai may cooperate and India will have localized products.
This article's view on the blockage of transport of equipment components from China to Vietnam shows concerns about the increasing tensions between the U.S. and China. Today, the British " Financial Times " (Taiwan) published another article about UDN titled "Taiwan's chip industry falls into the technology Cold War ". This is an interesting reading that shows how real the US-China technology war has become and how TSMC fell into the middle. In a dangerous situation.
More importantly, Apple must continue to transfer equipment production to mainland China anytime, anywhere to prevent component transport issues or more coronavirus-based shutdowns, as Apple experienced in Shanghai earlier this year, which hurt their financial quarters related to Mac sales.
Although Apple plans to eventually produce iPads in India, UDN reports that in the near future, production of Apple Watch may be transferred to Hon Hai, Vietnam.
