The Apple<\/a> iPhone story in India<\/a> is progressing at a rapid pace. Exports have crossed the $1 billion in the five months since April, there’s been a quick turnaround in manufacturing of different variants of the latest iPhone 14, new joint ventures (JVs) are being set up between domestic and international chip manufacturers, and brokerage firms have put out glowing commentaries. 印度出口价值10亿美元的iPhone从5月到2022年9月,据彭博社报道,但仔细看看数据显示这个国家还有很长的路要走超越中国的iPhone生产排 的苹果iPhone的故事印度进展迅速。出口了10亿美元的五个月自4月份以来,有快速制造不同变体的最新的iPhone 14,新的合资企业(合资企业)在国内外芯片制造商之间建立和经纪公司的评论。
A Bloomberg<\/a> report suggests that at the current rate, outbound shipments of India-made iPhones, particularly to Europe and the Middle East, will be worth $2.5 billion in the 12 months to March 2023<\/a>. This means the net value of the iPhones produced locally will double from $1.3 billion through March 2022.
India looks poised for rapid progress in the highly monopolised market of iPhone manufacturing<\/a>, but can it leapfrog China<\/a> and become the most-preferred partner of the Cupertino tech giant?
The answer lies in the data: According to recent estimates from Bloomberg Intelligence, it will take about eight years to move just 10% of Apple’s production capacity out of China<\/a>, where roughly 98% of the company’s iPhones have been made.
Further, the difference between the number of iPhones manufactured in India and China is still huge. Last year, India manufactured about three million iPhones, whereas China produced a mammoth 230 million.
The reason why China is miles ahead of India at this point is that it has a well-oiled ecosystem of local component suppliers, modern and efficient transport, communication, and electricity supply, all of which have been tried and tested by Apple.
So on the face of it, Apple contemplating a complete overhauling of such an ecosystem seems highly unlikely.
India picking up the pace<\/strong>
A recent commentary from Moody, which lauded – albeit subtly – Apple’s Indian manufacturing capabilities, has raised hopes and strengthened belief in India’s abilities.
“Apple's plan to manufacture iPhone 14 products in India is credit positive<\/a> because it will diversify its manufacturing base that is highly concentrated in China,\" said Raj Joshi, senior vice president, corporate finance group, Moody's.
In its commentary, Moody's wrote that Apple has produced iPhones in India since 2017, but the local manufacturing of iPhone 14 models within weeks of their global launch demonstrates the maturity of the company's manufacturing capabilities in India, which are expected to ramp up quickly.
This maturity also stems from developments in the Indian smartphone manufacturing industry and chip production.
Recently, Vedanta announced it would set up a hub to manufacture iPhones<\/a> and television equipment in Maharashtra. The mining giant will hold a 60% stake in the joint venture while Taiwanese chip maker Foxconn will own the remaining 40%.
The race to manufacture iPhones is also heating up, with the Tata Group entering the fray. The conglomerate is in discussions with Taiwanese electronics giant Wistron to set up a JV.
The government, too, is trying hard to boost India's nascent yet promising semiconductor industry. We recently reported that the Indian government is aiming for a larger share of the global pie<\/a> as the demand for semiconductor chips – touted as the “new oil” – gathers momentum.
China’s loss could be India’s gain<\/strong>
The relationship between the US and China has hit a major roadblock, with the US trying to prolong its status as the world’s biggest economy and China looking to dethrone it.
The battle over semiconductors is a vital part of this tussle.
China has been breathing down the neck of Taiwan, which houses the world’s largest semiconductor manufacturing facilities and is relied upon by top-draw clients such as Samsung<\/a>.
China considers Taiwan an integral part of the country and has repeatedly said that any attempts by the US to counter this will be met with an adequate response.
In retaliation, the Joe-Biden administration passed the CHIPS and Science Act of 2022, and approved a $52.7 billion budget for semiconductor manufacturing and research and a 25% investment tax credit for chip plants that’s estimated to be worth $24 billion. This credit applies to projects that start construction after January 1, 2023.
The US government has also ordered chip designers Nvidia Corp and AMD to stop exporting two top computing chips<\/a> for artificial intelligence work to China in the interest of national security.
As relations between the two countries continue to sour, and with India warming to the US, the country’s ambitions to become an iPhone manufacturing hub and a leader in semiconductors could get a timely boost.
But, as the data shows, India has a long way to go before it can rival China’s iPhone manufacturing chops.
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iPhone制造业:印度pip中国很快吗?
一个布隆伯格报告表明,以现在的速度,出站出货量India-made iphone,尤其是欧洲和中东,价值25亿美元的2023年3月的12个月。这意味着iphone当地生产的净值将会翻倍从13亿美元到2022年3月。
答案就在于数据:根据彭博最近估计情报,还需要大约八年将只有10%的中国苹果的生产能力,大约有98%的公司的iphone。
进一步说,iphone的数量之间的差异在印度和中国制造仍是巨大的。去年,印度生产约三百万台iphone,而中国产生了庞大的2.3亿人。
为什么中国是遥遥领先印度在这一点上,它有一个运行良好的生态系统本地零部件供应商,现代和高效的交通、通信、电力供应,所有的尝试和测试了苹果。
所以从表面上看,苹果考虑这样一个生态系统的一个完整的改革似乎不太可能。
印度加快步伐
穆迪最近的评论,称赞- - -虽然苹果的印度制造能力,巧妙地带来了希望和加强对印度的能力。
“苹果生产的计划iPhone在印度14个产品信用正的因为它会分散其在中国的生产基地,是高度集中,“Raj Joshi说,高级副总裁,企业金融集团,穆迪。
评论,穆迪写道,苹果自2017年以来在印度生产iPhone,但当地制造业面向全球推出的iPhone在数周内14个模型演示了该公司的制造能力的成熟度在印度,它预计将迅速增加。
这种成熟也源于印度智能手机制造业的发展和芯片生产。
最近,韦丹塔宣布,将设立一个中心制造iphone在马哈拉施特拉邦和电视设备。矿业巨头将持有合资公司60%的股权虽然台湾芯片制造商富士康将持有剩下的40%。
比赛制造iphone也在升温,与塔塔集团进入战斗。集团公司与台湾电子巨头纬创资通建立一个合资企业。
政府也在努力推动印度新兴的但有前途的半导体行业。我们最近报道称,印度政府的目标是为全球市场的更大份额作为半导体芯片的需求——吹捧为“新石油”——开始加速。
中国的损失可能是印度的利益
美国和中国之间的关系已达到一个主要的障碍,与美国试图延长其作为世界最大的经济体,中国寻求推翻它。
半导体之战是一个至关重要的争斗的一部分。
台湾中国一直死死的盯着的,这房子是全球最大的半导体制造设备和依赖等之外的客户三星。
中国认为台湾这个国家不可分割的一部分,一再表示,任何试图由美国来对抗这将是会见了一个适当的反应。
为了报复,乔•拜登(joe biden)政府通过了芯片和科学法案2022年批准了一项527亿美元的预算,半导体制造、研究和投资税减免25%的芯片工厂估计价值240亿美元。本信用证适用于项目开工建设后,1月1日,2023年。
美国政府还下令Nvidia和AMD芯片设计者停止出口两大计算芯片为人工智能的工作对中国国家安全的利益。
作为两国关系继续恶化,美国与印度的气候变暖,中国的野心成为一个iPhone制造中心和一个领导者在半导体行业可以得到及时的提高。
但是,随着数据显示,印度还有很长的路要走才能竞争对手中国的iPhone生产排。
The Apple<\/a> iPhone story in India<\/a> is progressing at a rapid pace. Exports have crossed the $1 billion in the five months since April, there’s been a quick turnaround in manufacturing of different variants of the latest iPhone 14, new joint ventures (JVs) are being set up between domestic and international chip manufacturers, and brokerage firms have put out glowing commentaries.
A Bloomberg<\/a> report suggests that at the current rate, outbound shipments of India-made iPhones, particularly to Europe and the Middle East, will be worth $2.5 billion in the 12 months to March 2023<\/a>. This means the net value of the iPhones produced locally will double from $1.3 billion through March 2022.
India looks poised for rapid progress in the highly monopolised market of iPhone manufacturing<\/a>, but can it leapfrog China<\/a> and become the most-preferred partner of the Cupertino tech giant?
The answer lies in the data: According to recent estimates from Bloomberg Intelligence, it will take about eight years to move just 10% of Apple’s production capacity out of China<\/a>, where roughly 98% of the company’s iPhones have been made.
Further, the difference between the number of iPhones manufactured in India and China is still huge. Last year, India manufactured about three million iPhones, whereas China produced a mammoth 230 million.
The reason why China is miles ahead of India at this point is that it has a well-oiled ecosystem of local component suppliers, modern and efficient transport, communication, and electricity supply, all of which have been tried and tested by Apple.
So on the face of it, Apple contemplating a complete overhauling of such an ecosystem seems highly unlikely.
India picking up the pace<\/strong>
A recent commentary from Moody, which lauded – albeit subtly – Apple’s Indian manufacturing capabilities, has raised hopes and strengthened belief in India’s abilities.
“Apple's plan to manufacture iPhone 14 products in India is credit positive<\/a> because it will diversify its manufacturing base that is highly concentrated in China,\" said Raj Joshi, senior vice president, corporate finance group, Moody's.
In its commentary, Moody's wrote that Apple has produced iPhones in India since 2017, but the local manufacturing of iPhone 14 models within weeks of their global launch demonstrates the maturity of the company's manufacturing capabilities in India, which are expected to ramp up quickly.
This maturity also stems from developments in the Indian smartphone manufacturing industry and chip production.
Recently, Vedanta announced it would set up a hub to manufacture iPhones<\/a> and television equipment in Maharashtra. The mining giant will hold a 60% stake in the joint venture while Taiwanese chip maker Foxconn will own the remaining 40%.
The race to manufacture iPhones is also heating up, with the Tata Group entering the fray. The conglomerate is in discussions with Taiwanese electronics giant Wistron to set up a JV.
The government, too, is trying hard to boost India's nascent yet promising semiconductor industry. We recently reported that the Indian government is aiming for a larger share of the global pie<\/a> as the demand for semiconductor chips – touted as the “new oil” – gathers momentum.
China’s loss could be India’s gain<\/strong>
The relationship between the US and China has hit a major roadblock, with the US trying to prolong its status as the world’s biggest economy and China looking to dethrone it.
The battle over semiconductors is a vital part of this tussle.
China has been breathing down the neck of Taiwan, which houses the world’s largest semiconductor manufacturing facilities and is relied upon by top-draw clients such as Samsung<\/a>.
China considers Taiwan an integral part of the country and has repeatedly said that any attempts by the US to counter this will be met with an adequate response.
In retaliation, the Joe-Biden administration passed the CHIPS and Science Act of 2022, and approved a $52.7 billion budget for semiconductor manufacturing and research and a 25% investment tax credit for chip plants that’s estimated to be worth $24 billion. This credit applies to projects that start construction after January 1, 2023.
The US government has also ordered chip designers Nvidia Corp and AMD to stop exporting two top computing chips<\/a> for artificial intelligence work to China in the interest of national security.
As relations between the two countries continue to sour, and with India warming to the US, the country’s ambitions to become an iPhone manufacturing hub and a leader in semiconductors could get a timely boost.
But, as the data shows, India has a long way to go before it can rival China’s iPhone manufacturing chops.
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