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iPhone 17 mass production in India is faced with a China-led disruption. Here's why it's a good thing

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Manage episode 495090415 series 3423246
Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

iPhone 17 components have started arriving at Foxconn’s plant in Tamil Nadu. It signals Apple’s quiet but serious shift toward next-gen production in India, potentially starting as early as August.

But as India is stepping into a more central role in Apple’s global supply chain, Foxconn is being forced to pull hundreds of Chinese engineers out of India. These are people who helped set up and run these complex manufacturing lines. The move has raised eyebrows with many interpreting it as Beijing’s geopolitical pushback against Apple’s China-plus-one strategy.

Here’s the twist: what if this squeeze isn’t a setback, but a necessary shock? Could China’s pressure may actually accelerate India’s path to manufacturing independence?

Tune in.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

541 episodes

Artwork
iconShare
 
Manage episode 495090415 series 3423246
Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

iPhone 17 components have started arriving at Foxconn’s plant in Tamil Nadu. It signals Apple’s quiet but serious shift toward next-gen production in India, potentially starting as early as August.

But as India is stepping into a more central role in Apple’s global supply chain, Foxconn is being forced to pull hundreds of Chinese engineers out of India. These are people who helped set up and run these complex manufacturing lines. The move has raised eyebrows with many interpreting it as Beijing’s geopolitical pushback against Apple’s China-plus-one strategy.

Here’s the twist: what if this squeeze isn’t a setback, but a necessary shock? Could China’s pressure may actually accelerate India’s path to manufacturing independence?

Tune in.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

541 episodes

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