Apple placing accelerators in India, let alone the consequences of rising tensions between Taiwan and China. foxconnApple’s main supplier, will decide to build a new iPhone production unit in India, and renowned analyst Ming-Chi Kuo announced to us today that the supplier will start producing iPhone 14 in India as soon as this new model is launched, which is the first. In general indeed, Indian factories start producing the new iPhone range (not the Pro model) three months or so after their China-based counterparts.
My recent survey shows that Foxconn’s iPhone production site in India will ship the new 6.1″ iPhone 14 almost at the same time as China for the first time in 2H22 (India trailed by a quarter or more in the past).
— (Ming-Chi Kuo) (@mingchikuo) August 5, 2022
Therefore, an Indian supplier (or supplier based in India) will manufacture the iPhone 14 and iPhone 14 Max as soon as they are launched, the assembly of the Pro model remains the responsibility of the Foxconn factory located in China. Given the international tensions between China, Taiwan and the United States, there is little doubt that the geographic “scattering” of the supply chain Apple will continue to do so for the next few years.