08/22 2024 404
Recently, numerous self-media outlets have claimed that Apple has been deceived by India, alleging that the yield rate of iPhone 15 produced in India does not meet standards, even reaching only around 50%. This has led to high production costs, low efficiency, and resistance from consumers.
More importantly, excessive levels of E. coli have been detected, further alienating users. Hence, it was rumored that Apple's orders were flowing back to China. In response, Foxconn in Zhengzhou has been actively recruiting, offering recruitment incentives of up to 7,500 yuan per person to increase production of the iPhone 16 series.
However, many media outlets have since debunked these rumors. Firstly, there is no evidence of excessive E. coli levels in the iPhone 15 series produced in India, as no mainstream media has reported this, and it appears to be a rumor spread by self-media.
Regarding the alleged flowback of Apple orders to China, neither Foxconn nor Apple has confirmed this, and it seems to be mere speculation.
Foxconn in Zhengzhou experiences high employee turnover and is constantly recruiting. Before each iPhone launch, there is an increased demand for workers to produce the phones, resulting in intensified recruitment efforts.
So, have Apple's orders actually flowed back to China? This is a vague matter. If you believe they have, they have; if you believe they haven't, they haven't. No one will come forward to confirm or deny it.
However, I have some information that may provide some evidence. According to Bloomberg, Apple has produced the iPhone 16 Pro and iPhone 16 Pro Max in India for the first time this year, simultaneously with China.
It's worth noting that in the past, Apple's production in India did not involve the Pro series, only the standard iPhone 15 and iPhone 15 Plus.
But with the iPhone 16 series, all four models are being produced in India, indicating that Apple has greater confidence in Indian manufacturing. Considering that the Pro series are Apple's flagship models, the fact that they are being produced in India suggests that Apple's orders have not flowed back to China.
In fact, Apple is determined to shift production capacity to India, a strategy that aligns with the principle of diversifying risk.
According to Apple's plans, around 30% of its production capacity will be relocated to India within the next 2-3 years.
Of course, if significant setbacks or difficulties arise, Apple may suspend or postpone this plan. Currently, despite the constant criticism of Indian manufacturing by self-media outlets, the reality is not as bleak as perceived.
Recently, Foxconn announced that it has invested over $10 billion in India and plans to increase investment next year, indicating that Foxconn has no intention of withdrawing and is instead expanding its presence. To some extent, Foxconn's actions reflect Apple's stance.
Many people have expressed reluctance to purchase iPhone 16 Pro and Pro Max models produced in India, vowing to check the country of origin before buying. Rest assured, only around 15% of production will be in India and will not be sold in the Chinese market. Chinese models will be domestically produced to minimize logistics costs, so you won't be able to buy Indian-made models even if you wanted to.