The Sino -US technology competition has put pressure on the company's production line in China, and China ’s previous severe epidemic prevention policies disrupted local factories. Many companies, including Apple, are accelerating the handleThe production line was transferred from China to disperse risks.In addition to Thailand and India, Vietnam, adjacent to China, is also the first choice for many companies.
(Taipei / New Delhi Comprehensive News) With the continuous heating of the Sino -US game, the technology giant Apple is accelerating the expansion of production lines in India, Thailand and other places, in order to reduce dependence on China and achieve diversification of production sites.
Asia on Thursday (April 13), sources reported that Apple is exploring the modules and components of the MacBook of MacBook, which is produced by Thailand, and assembled.Apple has started to produce Apple smart watches Apple Watch more than a year ago.
A supplier executive involved in the discussion said: "Apple requires us to follow other suppliers and establish a MacBook production facility in Vietnam, but we propose an alternative, which is produced in our Thai factory, because there are still there still there are still there still.A large amount of space can be pre -left for customers. "
Another supplier has begun construction to build a new plant for Apple in Thailand to produce MacBook and other products.The factory is expected to be completed this year.
The third supplier revealed that they have set up a MacBook test production line in Thailand, but they will also go to Vietnam to find plants to set up factories as spare plans.
Apple's iPhone produced in India has also increased significantly in the past year.
Bloomberg quoted sources as saying that in the last fiscal year, Apple Corporation passed the total value of Apple mobile phones assembled by Foxconn, Weicchuang, He Shuo and other foundries in India (about S $ 9.3 billion), accounting for a total global output7 %.Compared with Apple mobile phones produced in India, only 1 % in 2021.
or try to produce next -generation mobile phones in India and China in India
It is reported that Apple comes in the fall, and may even try to produce next -generation mobile phones simultaneously in India and China for the first time.If Apple continues to actively expand the source of supply, by 2025, Apple may assemble 25%of mobile phones in India.
The Sino -US Science and Technology Competition puts pressure on the production lines of enterprises in China, and China ’s previous severe epidemic prevention policies disrupt local factory operations. Many companies, including Apple, are accelerating the production lines transferred from China to disperse risks.
In addition to Thailand and India, Vietnam, which is adjacent to China, is also the first choice for many companies.
Apple has actually transferred MacBook, Apple Watch, iPad, and AirPods to northern Vietnam in the past few years.
It is reported that Apple suppliers with production facilities in Vietnam have increased from 14 in 2018 to 25 in 2021.
However, industry insiders have revealed that as human demand surges, many suppliers are now facing labor shortages in Vietnam, especially those who are not skilled and engineers.The rise in labor, land and production costs in Vietnam has prompted some suppliers to move south to explore to set up factories in central Vietnam and even in Thailand.
However, Han Eddie, a senior analyst of Isaaiah Research, believes that it will not be as much as companies moving to Thailand as much as to Vietnam.
Han Eddie told Nikkei Asia: "I know that some suppliers are discussing the establishment of the MacBook production line in Thailand with Apple, but it seems that Apple is not too keen on this idea ... Vietnam is still closer to China geographically, and it is more geographically, and it is more geographically, and it is more geographically, and it is more geographically in China, and it is more geographically, and it is more geographically, and it is more geographically in China, and it is more geographically, and it is more geographically in China, and it is more geographically, and it is more geographically in China, and it is more geographically, and it is more geographically in China, and it is more geographically.There are more free trade agreements than Thailand. "