As early as 2016, Cook had plans to migrate iPhone production lines, and the Indian and Vietnam markets with lower labor costs became the first choice for Apple . After so many years, the "de-Singapore" process of Apple seems to be not going smoothly, and the status of China's manufacturing is still unshakable.
Recently, according to foreign media, Apple has put some iPhone 14 series in India for production. Judging from the data from JPMorgan , about 5% of iPhone 14 orders were taken by India. More than 90% of the remaining iPhone 14 series orders are still made in China. Judging from the data, there is still a big gap between China and India.
However, unexpectedly, after receiving 5% of Apple orders, the Indian media "wavered" and even began to add dramas wildly. It is reported that Indian media has labeled India's manufacturing industry as "next China". It is undeniable that the Indian-Vietnam market does have huge development potential and has also become a priority for Apple's "de-Singapore", but is Chinese manufacturing really so easy to be replaced?
As of now, the biggest advantage of manufacturing in India is the low labor cost, but you also need to pursue cost-effectiveness when buying a mobile phone. Isn’t it the same with the OEM? The labor cost is low, but the quality of OEM and the efficiency of OEM is low. Does Apple dare to "bet"? Although the labor cost of manufacturing in China may be slightly higher, both work efficiency and quality are guaranteed, which may be the reason why Apple only dares to give 5% of the orders for Indian production lines.
In addition, iPhone phones will also face a serious problem in production in India, and the supply chain is imperfect. In China, the mobile phone supply chain is complete, and almost all mobile phone components can be found as a suitable supplier. You should know that more than 50% of all Apple's supply chain companies are Chinese supply chain companies. Therefore, making iPhones in China can have the advantage of "good time, place, and people". They will get the first monthly limit to the water and save transportation costs and raw material procurement costs, which is something that India cannot provide. What's more, manufacturing in India is not necessarily cheap in terms of all costs. If you pursue high cost performance, manufacturing in China still has advantages.
said that, Apple does not dare to withdraw from the Chinese market at present. Cook once said that the Chinese market is the least worried about. But obviously, after the iPhone 14 series was launched, the attitudes of domestic consumers seemed to have changed. The iPhone 14 and iPhone 14 Plus series broke the issue price immediately after it was launched, and scalpers suffered heavy losses. This shows that the consumption concept of domestic consumers is changing, and the fanaticism about Apple phones is gradually returning to their rationality.
plus Huawei mobile has also shown a full return momentum. The first batch of 4 million Huawei Mate50 series of Huawei Mate50 series have been sold out, and domestic mobile phones are already more popular with domestic consumers than iPhones. You should know that according to the previous sales pace, this batch of stocks was the sales volume of Huawei in one quarter, but it was sold out in just half a month after its release. Perhaps only Apple phones had such treatment before.
Overall, Apple is facing a lot of pressure. On the one hand, it is the pressure of "de-Singapore" and on the other hand, it is the pressure from domestic mobile phones. Cook has a lot of "trouble". As industry experts said, manufacturing in India has made great progress, but there may be a long way to go to replace manufacturing in China, and manufacturing in China will not easily give it to mobile phones! What do you think about this? Welcome to comment and leave a message!
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