(Hong Kong Bloomberg) India and Vietnam are becoming an American technology giant Apple's next manufacturing hub outside China.Analysts said that the main electronic product manufacturers use reward measures to accelerate the pace of diversified production capacity in the global scope, but it is unlikely that the situation of directly replacing China will happen immediately.
According to the Bloomberg Society on Monday (December 19), the analyst of the company's Counterpoint analyst Lin Keyu and Bai Shenghao (transliteration) believes that these manufacturers may have accelerated the pace of diversified production capacity before the crown disease, of which TaiwanHon Hai (Foxconn) may have transferred up to 30%of production capacity to India, Vietnam and Brazil.
They said that, under the leadership of Foxconn and another Taiwan assembly dealer, companies have launched investment projects related to factories, production lines, more advanced manufacturing technology and employee training in India.
The huge population and high fertility rate make India a attractive end product market and manufacturing base, and the cost of labor in Vietnam is lower than China.Although the ability to produce Apple mobile phones (iPhone), Vietnam has reportedly attracted 21 Apple suppliers to carry out business.Data from Counterpoint shows that the second quarter of smartphones made in India increased by 16%to more than 44 million units in the second quarter.
World Bank data shows that China ’s labor force has decreased since 2020.Having a large number of skilled workers who have received certain educational and training are the backbone of China's rise and become the backbone of the world factory.
Bloomberg Society commented that Sino -US relations have become more intense in the past five years. To maintain the status quo of the Chinese manufacturing industry is more difficult than in the past, the crown disease epidemic also highlights that a large part of the global production business is concentrated in a single country faced by a single country.risk.
Sources told Bloomberg earlier that the Zhengzhou iPhone mobile phone factory occurred in the Zhengzhou iPhone mobile phone factory, and the employee protest related to the epidemic situation may lead to a decrease of 6 million iPhone Pro shipments this year.
In addition, Apple's three major Taiwanese suppliers Foxconn, Heshuo and Weichuang have also successfully obtained financial rewards for enhancing Indian smartphones production and export capabilities, and promise up to 20%of production and exports in Indiaconduct.
However, Bloomberg believes that China's world factory status will remain unchanged. India can provide low -cost labor and huge domestic markets, but it also faces the negative issues of dilapidated infrastructure and bureaucracy.In addition, other countries have also tried to use multinational companies to gain the benefits of excessive reliance on China.If the cost is the only consideration, India is not the best place for mobile phones.
