Will Apple make iPads in India?

CNBC quoted a number of sources as saying that Apple is in discussions with Indian officials about expanding production operations in the country. No specific plans have been given yet, but if this effort succeeds, Apple’s footprint in India will be even more pronounced.

Earlier this year, Apple said that it had started assembling the iPhone 14 model in southern India. Previously, the tech giant had been manufacturing some older iPhone models in the country for several years.

The Wall Street Journal reported that over the weekend, Apple asked suppliers to plan more actively to assemble new Apple products in some other Asian countries, especially in India and Vietnam. Male.

iPhone 14 has been assembled in South, India

However, sources warn, the lack of skilled personnel and good expertise in making a product as complex as the iPad could slow Apple’s plans to expand production in India. .

Gene Munster at Loop Ventures estimates that around 10% of iPhones are manufactured in India. In the future this number will increase but at a slow rate.

“I think in the next 5 years, 35% will be made in India. I think Apple will diversify iPhone production into countries other than India and China in the next 5 years. Maybe Vietnam, Malaysia and the United States,” Munster said.

In a note to clients, Piper Jaffray expert Harsh Kumar wrote: “Despite Apple’s efforts to shift production out of China, India still accounts for less than 5% of total iPhone production in our opinion. 14 and is likely to only support a limited extent at this time.”

Apple declined to comment on the matter.

In August of this year, Bloomberg reported that Apple was working with suppliers to increase production capacity in India, thereby shortening the delay in iPhone production.

The newspaper also said that Apple, which manufactures most of the iPhone models in China, has been looking for many alternative solutions, in the context of tension between the US and China. In addition, strict anti-epidemic measures that disrupted production activities in China are also part of the reason why Apple wants to diversify its production chain.

Apple wants to diversify its production chain

Bloomberg quotes some well-known analysts who follow Apple as Ming-Chi Kuo predicting that Apple will ship the next iPhone model from both India and China at almost the same time.

“In the short term, iPhone capacity in India still has a significant gap with China, but this (the production of iPhone 14 in India) is an important milestone for Apple in building a production site. iPhone is not in China and sees the Indian market as the next important growth driver ,” Kuo wrote on Twitter.