Vietnamese media claimed that Vietnam has become the world's second largest mobile phone exporter since 2022, which conflicts with India's claim that they are the world's second largest mobile phone exporter. However, they are honest in admitting that China is the world's largest mobile phone exporter, but Vietnamese and Indian media have different conclusions about China's share of the global mobile phone export market.

Vietnamese media believes that Vietnam accounts for 13.8% of the global mobile phone export market, while China's share has dropped to 52.4%. This is obviously inconsistent with data from China and India, as Vietnam has underestimated China's share of the global mobile phone export market.

Indian media believes that India's mobile phone exports account for more than 10% of the global share. Mobile phones manufactured in India are mainly sold domestically, with over 90% of the mobile phones sold in India being manufactured locally. However, Indian media believes that China still accounts for about 70% of global mobile phone exports, which is consistent with the conclusions drawn by Chinese analytical agencies.

In the past decade, due to various factors, Samsung has closed all its mobile phone production lines in China and set up production factories in India and Vietnam. At the request of Apple, Foxconn, Pegatron, and Wistron have also moved to India and Vietnam to set up factories. However, relatively speaking, more mobile phone foundries have set up factories in India, while Pegatron and Wistron have not set up factories in Vietnam. Foxconn has factories in both Vietnam and India, but Foxconn's factories in India have far greater production capacity than in Vietnam.

From these perspectives, Vietnam may have exaggerated its share of the global mobile phone export market. Vietnam's share of the global mobile phone export market should not be as high as it claims. Moreover, Vietnam's labor, land, and other resources are far inferior to those of China and India. This year, due to power shortages, Vietnam has required factories like Foxconn to reduce their electricity consumption by 30%, which has dealt a significant blow to Vietnamese factories.

Chinese manufacturing is not as fragile as portrayed by Indian and Vietnamese media. On the contrary, as these companies shift to Vietnam and India, the troubles they encounter locally have begun to make them realize the many advantages of Chinese manufacturing.

Samsung, which has established factories in Vietnam and India, has clearly recognized that Vietnamese and Indian manufacturing cannot replace Chinese manufacturing. Samsung once vowed to build its Vietnam factory into its largest overseas factory. However, last year, Samsung handed over more than 44 million mobile phones to mainland China's contract manufacturers, and it is expected that more than 67 million mobile phones will be handed over to mainland China's mobile phone contract manufacturers this year.

Wistron, which fully committed to setting up factories in India, was forcibly acquired by the Indian conglomerate Tata after two years of development in India, essentially exiting the mobile phone OEM industry. Pegatron has also caught the attention of Tata, and it is generally believed that Pegatron's Indian factory cannot escape the fate of being acquired by Tata. Foxconn has scaled back its expansion plans for its Indian factories. Coupled with their forced reduction in electricity consumption in Vietnam, it can be said that they have encountered troubles in both India and Vietnam.

In contrast, these contract manufacturers like Foxconn have been operating in China for more than 20 years, and they still have control over their factories. China also provides them with many conveniences. Foxconn's Zhengzhou factory is a typical example. With the support of Zhengzhou, Foxconn's Zhengzhou factory was completed in just two years and employs 300,000 workers, which is in stark contrast to the slow progress of factories in India.

India lacks an industrial chain. After years of efforts, India still cannot produce even mobile phone cases. Vietnam lacks sufficient population, land, and other resources, making it even more difficult to develop a mobile phone industrial chain. However, China has a complete mobile phone industrial chain and an efficient logistics network, which has made them realize the irreplaceability of Chinese manufacturing after learning lessons in India and Vietnam.

If India and Vietnam want to gain more market share in the mobile phone manufacturing industry and compete with Chinese manufacturing, they face a significant gap. Without decades of hard work, it will be difficult for them to achieve their goals. Their media claims about gaining a certain share of the mobile phone export market are not very meaningful. Only by building a mobile phone industrial chain on a solid foundation will they have a chance.