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苹果iPhone制造商富士康、纬创正按计划实现PLI下的目标;和硕制造需要时间
他们承诺在五年内在印度生产价值3.6万亿卢比的iphone，其中80%将用于出口。
新德里:智能手机是主流苹果美国的制造伙伴富士康(HonHai)和纬创资通知情人士表示，在过去几个季度增加了用于国内和出口的iphone产量后，两家公司将在本财年结束前实现生产挂钩激励(PLI)计划下的目标。
根据Counterpoint Research的数据，苹果在印度制造的iphone的份额从2018年的17%增加到现在的76%，而它在印度智能手机出口中的份额从几年前的零增长到现在的5%。
“他们(富士康和纬创)去年未能充分利用装机容量，但他们现在加快了步伐，将在规定时间前轻松实现今年的目标，”一位知情人士告诉《印度经济时报》，“他们的出口运行率也非常好，这也帮助了苹果的两个合作伙伴。印度制造的手机也在欧洲市场上销售。”
虽然苹果现有的合作伙伴继续增长，但由于大流行相关的问题，其第三个合作伙伴和硕的印度制造计划可能需要更多时间才能启动。该公司此前敲定了在泰米尔纳德邦的首家工厂培训近5000人的计划。
“他们需要有人从外面来安装机器，但由于旅行限制和其他问题，出现了一些延误。和硕投产还需要一段时间。”
和硕是仅次于富士康(鸿海)的苹果第二大制造商，去年在印度注册了子公司，初步投资1.5亿美元(约11亿卢比)。
苹果的三家供应商——富士康(Foxconn)、纬创(Wistron)和和硕(Pegatron)——都获得了该中心以生产为基础的计划的批准。该计划规定，未来5年，投资和增量生产目标将提供直接的货币激励。他们承诺在五年内在印度生产价值3.6万亿卢比的iphone，其中80%将用于出口。
Counterpoint研究总监塔伦·帕塔克(Tarun Pathak)预计，到2022年3月，Wistron和鸿海都将在本财年实现PLI目标，因为印度对iphone的需求强劲，组装本地化对它们有所帮助。
2017年是苹果销量最好的一年，售出了320万部iphone。沙阿表示，尽管疫情仍在持续，但苹果公司在2020年售出了310万部iphone，这表明成熟的智能手机用户群正在快速增长。他预计2021年苹果的出货量将达到创纪录的400万部，而CMR预计其将接近500万部，主要受本地制造业和智能手机需求的推动设备比如iPhone 12和iPhone 11。
得益于iPhone 13的提前上市和旧款iPhone的折扣，苹果iPhone的出货量可能会达到500万部
苹果公司周二晚发布了iPhone 13系列，其中包括四款新iPhone——iPhone 13 mini、iPhone 13、iPhone 13 Pro和iPhone 13 Pro Max。
帕塔克补充说，根据PLI计划给予的一年延期将帮助苹果的合作伙伴进一步扩大在印度的业务。
苹果公司将首次在印度以及美国和欧洲等发达市场推出最新的iPhone 13系列。分析人士表示，他们现在将通过合作伙伴缩短新系列的推出和在印度制造之间的时间。
市场追踪者称，iPhone 13系列在印度的早期上市将有助于该公司进一步推动在印度的增长，收入可能达到30亿美元。CMR预计2021年市场份额将接近3%。
富士康目前在印度组装苹果的iPhone 12和iPhone 11，而纬创则在印度生产iPhone 12和iPhone 11苹果iPhone2020 SE。苹果仍在进口iphone 11和12系列的Pro版本。但据报道，随着新系列的推出，苹果已经停产了iPhone XR和iPhone 12 Pro机型。
自2020年12月起，纬创仍在卡纳塔克邦Narasapura工厂的员工工资未支付，这意味着该公司无法生产苹果的新设备。
苹果的下一代iPhone与去年的iPhone如出一辙，增加了更大的存储空间
在经历了动荡的几周之后，周二直播的预先录制的视频发布会让苹果有机会展示一个精心制作的故事。
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<\/figure>NEW DELHI: Smartphone major Apple<\/a>\u2019s manufacturing partners Foxconn<\/a> (HonHai) and Wistron<\/a> are set to achieve targets by end of this fiscal year under the production-linked incentive (PLI) scheme, having increased the production of iPhones for domestic and export purposes in the past few quarters, people familiar with the matter said.
Apple\u2019s share of made in India iPhones has increased from 17% in 2018 to 76% now, while its share of smartphone exports from the country is now at 5% from zero a couple of years back, as per Counterpoint Research.
\u201cThey (Foxconn and Wistron) were not able to fully utilise the installed capacity last year, but they have now picked pace and will achieve this year's target easily before the stipulated time,\u201d a person in the know told ET. \u201cTheir export run-rate is also very good, which is also helping both Apple\u2019s partners. India-made phones are being sold in markets in Europe as well.\u201d
<\/div><\/div>Under the handset PLI scheme, foreign companies needed to invest Rs 250 crore each and produce incremental output of Rs 4,000 crore in the first year to get a 6% direct incentive as cashback.
While Apple\u2019s existing partners continue to grow, its third partner, Pegatron\u2019s India manufacturing plans may take more time to start due to pandemic-related hiccups. It had previously finalised plans to train nearly 5,000 people at its maiden factory in the country in Tamil Nadu.
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\u201cThey need people to come from outside to install machinery but because of travel restrictions and other issues there are some delays. It will take some time for Pegatron to start production,\u201d another person said.
Pegatron, which is Apple\u2019s second largest manufacturer after Foxconn (HonHai), registered its India subsidiary last year and is investing $150 million (about Rs 1,100 crore) in its operations initially.
All three Apple suppliers \u2013 Foxconn, Wistron and Pegatron \u2013 have been approved under the Centre\u2019s production-based scheme, which mandates investment and incremental production targets to provide direct monetary incentives in the next five years. They have made a commitment to make Rs 3.6 trillion worth of iPhones in India in five years, out of which 80 per cent will be exported.
While Apple\u2019s existing partners continue to grow, its third partner, Pegatron\u2019s India manufacturing plans may take more time to start due to pandemic-related hiccups. It had previously finalised plans to train nearly 5,000 people at its maiden factory in the country in Tamil Nadu.
<\/figure>\u201cThey need people to come from outside to install machinery but because of travel restrictions and other issues there are some delays. It will take some time for Pegatron to start production,\u201d another person said.
Pegatron, which is Apple\u2019s second largest manufacturer after Foxconn (HonHai), registered its India subsidiary last year and is investing $150 million (about Rs 1,100 crore) in its operations initially.
All three Apple suppliers \u2013 Foxconn, Wistron and Pegatron \u2013 have been approved under the Centre\u2019s production-based scheme, which mandates investment and incremental production targets to provide direct monetary incentives in the next five years. They have made a commitment to make Rs 3.6 trillion worth of iPhones in India in five years, out of which 80 per cent will be exported.
<\/div><\/div>Apple, Wistron, HonHai and Pegatron didn\u2019t respond to ET\u2019s queries.
Tarun Pathak, research director at Counterpoint, expects both Wistron and HonHai to meet PLI targets this fiscal through March 2022, as there is strong demand for iPhones in India, and localising the assembly has helped them.
The year 2017 was Apple's best year where it shipped 3.2 million iPhones. Shah said Apple shipped 3.1 million iPhones in 2020 despite the ongoing pandemic, which shows that the mature smartphone user base is growing fast. He expects Apple\u2019s shipments to touch a record 4 million in 2021, while CMR pegs it at close to 5 million, driven by local manufacturing and demand for devices<\/a> such as iPhone 12 and iPhone 11.
Tarun Pathak, research director at Counterpoint, expects both Wistron and HonHai to meet PLI targets this fiscal through March 2022, as there is strong demand for iPhones in India, and localising the assembly has helped them.
The year 2017 was Apple's best year where it shipped 3.2 million iPhones. Shah said Apple shipped 3.1 million iPhones in 2020 despite the ongoing pandemic, which shows that the mature smartphone user base is growing fast. He expects Apple\u2019s shipments to touch a record 4 million in 2021, while CMR pegs it at close to 5 million, driven by local manufacturing and demand for devices<\/a> such as iPhone 12 and iPhone 11.