Sources: Apple's India expansion has been slow due to logistics, tariffs, infrastructure, suppliers and officials lacking a “sense of urgency”, and other issues
Apple is hitting stumbling blocks in its effort to increase production in India, as the US tech giant faces pressure to cut its manufacturing reliance on China.
Financial Times
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Discussion
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@jimpethokoukis
James Pethokoukis
on x
“At a casings factory in Hosur run by Indian conglomerate Tata, one of Apple's suppliers, just about one out of every two components coming off the production line is in good enough shape to eventually be sent to Foxconn, Apple's assembly partner for https://www.ft.com/...... htt…
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@churumuri
@churumuri
on x
“Just about one out of every two components coming off Apple's production line in Hosur is in good enough shape to eventually be sent to Foxconn”: @FT on the travails of ‘Make in India’. Read: https://www.ft.com/... https://twitter.com/...
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@patrickmcgee_
Patrick McGee
on x
People familiar with the matter say logistics, tariffs and infrastructure is making the expansion to India less smooth vs the expansion to Southeast Asia. One said “there just isn't a sense of urgency.”
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@johnreedwrites
John Reed
on x
Apple's manufacturing shift to #India hits stumbling blocks. “They should have started this exercise five years ago. They should have started diversification earlier so they would reap the benefit at this time.” https://www.ft.com/... w/ @PatrickMcGee_
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@preddy85
T. Prashant Reddy
on x
“He suggested its engineers learn the art of jugaad — a way of “making do” or transcending obstacles. “Because everything in India is an obstacle,” he said.” This is exactly the half-assed logic that will lead to companies like Apple running to Vietnam. https://www.ft.com/...
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@wholemarsblog
@wholemarsblog
on x
Apple has been trying to shift some manufacturing to India in the wake of China's zero covid policies and criticism that their supply chain has grown far too reliant on China. But things are off to a rough start. https://giftarticle.ft.com/...
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@noahbarkin
Noah Barkin
on x
Growing pains for Apple in India https://www.ft.com/... https://twitter.com/...
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@chadbown
Chad P. Bown
on x
Apple's experience in recent months has demonstrated the scale of the work to be done in India. Deep dive, by @PatrickMcGee_ & @JohnReedwrites https://www.ft.com/...