08/26 2024 530
Recently, there have been many reports online claiming that the yield rate of iPhone 15 produced in India is too low, even around 50%, and that there are issues with hygiene management and excessive levels of E. coli, leading to user boycotts. As a result, Apple orders are now flowing back to China.
The reason for this is that Apple has been burned by India before and is wary of repeating the same mistakes with the iPhone 16 series, which is crucial for the company.
So, is the yield rate of iPhone 15 produced in India really low? Recently, a media outlet released a video interview with Foxconn Chairman Young Liu, who stated that there is no difference between iPhones made in India and those made in China Mainland, and that if the yield rate were only 50% as reported, Foxconn would have already pulled out.
However, Foxconn has not pulled out, and to date, has invested over $10 billion in India, with plans to further increase investments. This suggests that the yield rate is not as low as some claim.
In fact, rumors about low yield rates and excessive E. coli levels in India-made products are primarily circulating on Chinese internet platforms. It is evident that these rumors are mostly fabrications by domestic self-media outlets seeking to capitalize on public discontent with Apple's decision to shift orders to India.
These outlets know that many Chinese netizens are unhappy with Apple's decision, so they create sensational stories about India's manufacturing capabilities to entertain and attract clicks.
According to media reports, starting this year, India has also begun producing the iPhone 16 Pro and iPhone 16 Pro Max, marking Apple's first foray into manufacturing its Pro series in India.
Consider this: if Indian manufacturing were truly subpar, would Apple risk placing its flagship Pro series there? Clearly, Apple trusts Indian manufacturing capabilities, as evidenced by this decision.
India has enormous market potential, and not only Apple but also many Chinese smartphone manufacturers, such as Xiaomi and OPPO/Vivo, produce their devices in India. While we may dismiss India strategically, we must take it seriously tactically, as Indian manufacturing will undoubtedly become a formidable competitor to Chinese manufacturing in the future.