A number of giants acted, and the Indian media said that India is manufacturing the future! China 1 strategy is emerging
India ** said that with the entry of several giants, India will become the future of manufacturing! China +1"A strategy is taking shape.
Analysts usually will:"China +1"The strategy is called an attempt by large companies to reduce their dependence on China's ** chain.
In fact, even if the United States has long pursued it"De-sinicization"policy, many companies have also begun to switch markets and increase investment in other countries. So,"China +1"Is strategy really born? Who are the beneficiaries of this strategic shift?
While countries such as Vietnam and Malaysia have yet to express their opinions, India** has already begun to talk about it: they see India as the future of manufacturing.
Of course, this ambitious rhetoric is also their profit. After all, India has been stealing business from the Chinese market for some time, including investment business. The doubling of domestic subsidies, PC bans, and other countries' surveillance of production in the Indian market have dragged down India. Against this background, some large companies have entered the Indian market.
Since Apple's decision to move its iPhone business to India, Apple's number of top players has been increasing, including leading companies such as Foxconn, Pegatron, and Tata Group, as well as local Indian companies such as Tata Group. In addition to Apple's top merchants, other US companies such as Micron, Applied Materials, AMD, and Google have also received approval to start investing in India to increase sales.
Of course, they all have a common plan to double the size of their business in India and quickly reap the dividends in the Indian market. At the same time, they are also analyzing external factors to reduce their dependence on the Chinese market. Judging by the behavior of many companies, analysts are really talking"China +1"Stratagem.
However, just because this happens doesn't mean the strategy really works.
India's willingness to provide incentives to many companies and to tightly control Chinese investment will undoubtedly contribute to this situation. However, it is too early to say how effective it will be.
Apple executives have said that if"Made in India"The quality of the products is satisfactory and they will favor the manufacturers who have set up factories in India. Of course, Apple's ** chain also includes many Chinese companies. However, the quality of the iPhone 15 series has been criticized: for example, after the iPhone 15 series was shipped to the Indian factory, most of Apple's investors were not optimistic, and the market response was modest.
Even local Indian workers say that if their wages are the same as those of inland workers, the quality will be the same. The perception is that this is just a digression, and the quality is not up to the level of the mainland. Apple wants to encourage Chinese companies to set up factories in India, mainly for convenience and cost control, but India is not so friendly to Chinese companies today, and Apple will face great difficulties if it wants to expand iPhone production in India.
As for the other companies, with the exception of Apple's top merchants, they all see the United States and India as part of their strategy to cooperate in the semiconductor sector and are keen to see them invest. There is no real commitment to significantly expand India's production capacity. In addition, many U.S. companies are reluctant to leave the Chinese market, let alone exclude China's ** chain. This has been a topic of discussion in the American business community for some time.
In this context, it is too early to say whether such a strategy is really important and whether the so-called Indian company is the future of manufacturing. What are your thoughts on this? Comment, like! And please share!