Apple may move a quarter of product production to India by 2025 – J.P. Morgan

Amid mounting geopolitical tensions and ongoing quixotic lockdowns in search of the unattainable myth of “zero-COVID” in China, Apple suppliers may assemble one out of every four iPhones in India by 2025, J.P.Morgan analysts said on Wednesday, as Apple looks to diversify production, especially out of CCP-controlled China.

Indian Prime Minister Narendra Modi
Indian Prime Minister Narendra Modi takes selfie with students while visiting in China in 2015


The brokerage expects Apple to move about 5% of iPhone 14 production from late 2022 to India, which is the world’s second-biggest smartphone market after China.

It is also estimating about 25% of all Apple products, including Mac, iPad, Apple Watch and AirPods, to be manufactured outside China by 2025 from 5% currently.

“Taiwanese vendors such as Hon Hai and Pegatron play a key role in the relocation to India. In the medium to long term, we also expect Apple to qualify local India manufacturing suppliers,” according to J.P.Morgan analysts led by Gokul Hariharan, who is rated 4 out of 5 for estimates accuracy.

MacDailyNews Take: Better (at least a decade) late than never, we always say.

Better late than never on Apple’s diversification of production/assembly points in order to mitigate risk and, potentially, increase competition which would lower manufacturing costs.MacDailyNews, July 17, 2019

• Apple should have been diversifying production long ago to minimize risk, not to mention China’s human rights abuses, authoritarian censorship, and myriad other concerns.MacDailyNews, May 23, 2022

The company will emerge stronger than ever, especially as they continue to diversify production instead of being almost entirely dependent on China.MacDailyNews, April 16, 2020

As for the Chinese Communist Party’s quixotic approach to COVID-19:

• There’s no such thing as zero-COVID, but this year is the Chinese Communist Party’s 20th party congress, so the farce will continue until the politics no longer dictate tilting at windmills. Then COVID will be allowed to wash through China, as it already has around much of the world.MacDailyNews, May 9, 2022

• In general, human-transmissible coronaviruses do not disappear. There is no such thing as zero-COVID. Duh.

COVID-19 is here to stay. It will very likely become endemic, yet pose less danger over time. People will acquire immunity via vaccines (effectiveness TDB) and naturally as they contract and recover from variants like omicron since the partially-effective vaccines permit not only transmissibility, but also breakthrough infections. Influenza and the four human coronaviruses that cause common colds (OC43, 229E, NL63 and HKU1) are, of course, also endemic, but a combination of annual flu vaccines and acquired immunity means that sane societies tolerate the unavoidable seasonal deaths and illnesses they bring without requiring lockdowns, masks, social distancing, indefinite return-to-work delays, etc.

At which point, if ever, will some people decide that wasting away their short lives in abject fear of a bad flu, very likely engineered by China and partially funded by the U.S. National Institutes of Health, is a hysterical self-defeating overreaction?MacDailyNews, December 16, 2021

• The real virus is the panic.MacDailyNews, March 9, 2020

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1 Comment

  1. Certainly good news. To complete the Communist pull out, why not the remaining 75% made in the USA by 2030?

    U.S. corporations with shameless abandon sold out the American worker and country in search of cheap labor to make obscene profits. How much is enough Apple?

    Revive good corporate citizenship again and possibly lightning will strike other U.S. companies, many also thumbed their noses at the American worker for cheap profits, and vow to return home.

    We can only hope trickle back, will one day turn into a flood and TERMINATE building economies in rouge nations that threaten the world…

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