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The brokerage expects Apple to move about 5% of iPhone 14 production from late 2022 to India, which is the world's second-biggest smartphone market after China.
It is also estimating about 25% of all Apple products, including Mac, iPad, Apple Watch<\/a> and AirPods<\/a>, to be manufactured outside China by 2025 from 5% currently.
Cupertino, California-headquartered Apple has bet big on India since it began iPhone assembly in the country in 2017 via Wistron<\/a> and later with Foxconn<\/a>, in line with the Indian government's push for local manufacturing.
The pandemic hampered supply chain relocation plans for businesses, but with restrictions easing, more companies, including Apple, are reaccelerating these efforts this year.
\"Taiwanese vendors such as Hon Hai and Pegatron play a key role in the relocation to India. In the medium to long term, we also expect Apple to qualify local India manufacturing suppliers,\" according to J.P.Morgan analysts led by Gokul Hariharan, who is rated 4 out of 5 for estimates accuracy.
A Bloomberg report said earlier this month that Indian conglomerate Tata Group<\/a> was in talks with Wistron to establish a joint venture to assemble iPhones in the country amid Apple's plans to cut production lag with China.
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苹果可能将四分之一的iPhone生产到2025年印度:摩根大通
经纪公司预计苹果将大约5%的iPhone 14生产从2022年末到印度,是世界第二大智能手机市场在中国。
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经纪公司预计苹果将大约5%的iPhone 14生产从2022年末到印度,是世界第二大智能手机市场在中国。
也估计大约25%的所有的苹果产品,包括Mac, iPad,苹果的手表和AirPods,到2025年,中国以外的生产从目前的5%。
California-headquartered苹果库比蒂诺豪赌在iPhone以来印度议会在2017年通过纬创资通后来与富士康,符合印度政府推动当地制造业。
大流行阻碍供应链企业搬迁计划,但随着宽松政策的限制,更多的公司,其中包括苹果,今年重新加速这些努力。
“台湾供应商鸿海、和硕联合等搬迁到印度发挥关键作用。在中长期,我们还指望苹果符合当地印度制造供应商,”据摩根大通摩根带领的分析师Gokul Hariharan,额定4 5估计精度。
彭博资讯的一份报告中说,本月早些时候,印度企业集团塔塔集团与纬创资通是在谈判建立一个合资公司在组装iphone与中国苹果减产的计划延迟。
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