Apple Aims To Make a Quarter of the World's iPhones in India (wsj.com) 11
Apple and its suppliers aim to build more than 50 million iPhones in India annually within the next two to three years, with additional tens of millions of units planned after that, WSJ reported Friday, citing people familiar with the situation. From the report: If the plans are achieved, India would account for a quarter of global iPhone production and take further share toward the end of the decade. China will remain the largest iPhone producer. Apple has gradually boosted its reliance on India in recent years despite challenges including rickety infrastructure and restrictive labor rules that often make doing business harder than in China. Among other issues, labor unions retain clout even in business-friendly states and are pushing back on an effort by companies to get permission for 12-hour work days, which Apple suppliers find helpful during crunch periods.
Apple and its suppliers, led by Taiwan-based Foxconn Technology Group, generally believe the initial push into India has gone well and are laying the groundwork for a bigger expansion, say people involved in the supply chain. Apple is emblematic of a move among companies worried about overdependence on China to move parts of their supply chains elsewhere, most often to Southeast Asia and South Asia. Diplomatic efforts by the U.S. and its allies to block Beijing's access to advanced technology and strengthen ties with New Delhi have accelerated the trend.
Apple and its suppliers, led by Taiwan-based Foxconn Technology Group, generally believe the initial push into India has gone well and are laying the groundwork for a bigger expansion, say people involved in the supply chain. Apple is emblematic of a move among companies worried about overdependence on China to move parts of their supply chains elsewhere, most often to Southeast Asia and South Asia. Diplomatic efforts by the U.S. and its allies to block Beijing's access to advanced technology and strengthen ties with New Delhi have accelerated the trend.
The most important kind of diversity (Score:2)
The most important kind of diversity is producing your product in separate political regions of the world. Even McDonalds has diversified supply lines, except for those shake/ice cream machines that never seem to work.
Re: (Score:2)
[...] Even McDonalds has diversified supply lines, except for those shake/ice cream machines that never seem to work.
False, McDonald's has 2 suppliers of Icecream machines, Taylor (the ones that break a lot) and Carpigianni, the ones that do not break.
Re: (Score:2)
[...] Even McDonalds has diversified supply lines, except for those shake/ice cream machines that never seem to work.
False, McDonald's has 2 suppliers of Icecream machines, Taylor (the ones that break a lot) and Carpigianni, the ones that do not break.
They do now. Since 2017. So all fifty or so restaurants that were built or remodeled in the last six years have working machines, and that's probably about it. That makes it a beautiful example of why monocultures are bad.
Next stops: Mexico and Brazil (Score:2)
Mexico is an ideal candidate, as it is the low cost meber of the NAFTA. While brazil has a similar legislation to india, in that electronics produced in the country enjoy tax benefits compared to imported. It also can serve the Mercosur and LatAm markets. whatever is left from India (25%)+Mexico(25%)+Brazil(25%) can serve europe, while china can serve china itself, and the rest of the World.
Re: (Score:2)
If you visit places like Cancun and walk into the surrounding areas, you see why business in Mexico is a problem. Rather than focusing on human development and elevating the people, Mexico protects their business owners. The only ray of beauty in the shanty towns are often churches and sports fields. The schools look like they should be boarded up.
India is far worse. The government bare recognizes Dalits as humans and probably wouldn't reset the "no injuries in 509 days" counter if a Dal
Kissinger (Score:2)
Push back against 12 hours day (Score:4, Insightful)
[Unions are] pushing back on an effort by companies to get permission for 12-hour work days,
People refuse to spend their whole life, and even death, at work, and WSJ dares to call that business unfriendly.
Re: Push back against 12 hours day (Score:2)
Re: (Score:2)
People refuse to spend their whole life, and even death, at work, and WSJ dares to call that business unfriendly.
Plenty of people subscribe to calling anything short of absolute compliance as "business unfriendly". Absurd but true.