November 22, 2024
Apple Plans to Reduce iPhone Assembly in China [Kuo]

Apple Plans to Reduce iPhone Assembly in China [Kuo]

Posted October 11, 2022 at 3:46pm by iClarified
Apple continues to work on its global supply chain management strategy, aiming to reduce the assembly business in China, according to a new report from TF International Securities analyst Ming-Chi Kuo.

The analyst believes that Apple's plan involves Pegatron or Wistron cooperating with Indian company Tata Group to further develop the iPhone assembly business in India. Currently, over 80% of iPhones produced in the country (by Foxconn) are needed to meet domestic demand.

If Tata Group does partner with Pegatron or Wistron, that would accelerate the growth of the assembly business in India, allowing Apple to supply other markets with those devices.


Additionally, Kuo says Apple could turn to Thailand for non-China production of MacBooks. Currently, all MacBooks are assembled from production sites in China.

In the medium term (3-5 years), Kuo believes Apple will be able to supply the entire US market (~25-30%+ of global shipments) from sites not located in China. This would reduce the impact of political risks.

In the long term, Apple is purportedly planning to supply all non-China markets from assembly sites outside the country.

(1) The non-Chinese markets will be supplied by assembly sites located in non-China, while the Chinese market will be supplied by assembly sites located in China.
(2) Assemblers can conduct NPI (new product introduction) in China and non-China.



Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more Apple updates.


Apple Plans to Reduce iPhone Assembly in China [Kuo]
Add Comment
Would you like to be notified when someone replies or adds a new comment?
Yes (All Threads)
Yes (This Thread Only)
No
iClarified Icon
Notifications
Would you like to be notified when we post a new Apple news article or tutorial?
Yes
No
Comments
You must login or register to add a comment...
Recent. Read the latest Apple News.
RECENT
Tutorials. Help is here.
TUTORIALS
Where to Download macOS Sequoia
Where to Download macOS Ventura
AppleTV Firmware Download Locations
Where To Download iPad Firmware Files From
Where To Download iPhone Firmware Files From
Deals. Save on Apple devices and accessories.
DEALS