Indian technology success Apple has shifted its production base again, and another foundry giant has risen
Is technology viable in India? The dependence on Apple is revealed, and another generation of OEM giants has moved their production capacity to the mainland.
After the implementation of the chip ban, cracks began to appear in the cooperation between China and the United States, and the relationship between China and the United States has also been greatly impacted.
In order to achieve this, the United States began to look for other markets to appease American companies that were on the move, and the Indian market was forced to "open", while India accelerated the pace of "local manufacturing", which allowed the teams of Apple and Modi to hit it off and reached an agreement to deepen cooperation.
The reason why the Indian market was chosen is because India has a large population and is relatively cheap, and now Apple, which is profit-oriented, is a good choice, but Cook is also a smart man, and he shifted the risk to his own business.
Before Apple decided to transfer its production capacity to India, it had notified major manufacturers to let them build factories in India, although it was not "mandatory", but in essence it was the same, Apple would transfer most of its production capacity to India, if it did not build a factory in India, it would be difficult to get orders in the future.
India is also very cooperative, reducing the tariff on SIM cards from 15 percent to 10 percent, which is dependent on Apple, so that another OEM company has withdrawn from the Chinese market.
Get rid of Apple dependence.
When Apple decided to move production capacity to India, Foxconn was the first company to respond, and it can be said that it was with us, but even so, Cook spread his own production capacity, and with the development of companies such as Luxshare Precision and Pegatron, Gou has lost his exclusive OEM qualification for the iPhone.
If in the past, they still wanted to use the "exclusive foundry" method to improve the first grade, then now, they have completely fallen into passivity, knowing that it is unlikely to build a factory in India, they are still increasing investment, just to please Apple, to meet Apple's layout of the new market.
The Indian version of the iPhone 15 has been listed, but the reputation is very poor, many people are not willing to buy the Indian version of the iPhone 15, and the Indian foundry only has a 50% yield rate, and can not meet the quality requirements of the product, Apple is so persistent, probably because they want to get rid of the dependence on Chinese mainland.
The current Indian market, like China more than 20 years ago, is full of waste waiting to be built, and if a complete ** chain can be established, it may become the next "manufacturing capital", but Modi's team has stifled this idea.
At the beginning, Chinese companies were still willing to invest in India, but they were rejected by India, not only fined, but also messed up by various messy regulations, and many Chinese companies gave up their plans to invest in India.
However, to everyone's surprise, not only Foxconn, but also a foundry giant Pegatron Semiconductor, also moved production to India and announced the closure of the Chinese market, but it is not easy to make money in India.