It's Lao Tie's, follow my public number: Tiger Three column!
As shown in the screenshot below, according to domestic news, Tata, India's largest consortium, will harvest Wistron India and plan to take over 8 iPhone production lines by the end of March.
It can be said that in the future, it will be Foxconn and India's Tata to grab Apple's iPhone assembly order.
Apple's current supplier is Wolf Pack Tactics, Luxshare Precision, the following news screenshot, it is rumored to have also won an order for iPhone assembly.
The boat of friendship between Apple and Foxconn can be turned over at any time.
In the Indian market, Apple can hand over orders to Tata or force Luxshare to build factories in India. In this way, Apple is pressuring Foxconn to increase the Indian factory, as long as it moves its lips.
Foxconn has an industrial park in Zhengzhou and is reluctant to move. Apple made a killer move: bringing in India's Tata to buy Wistron.
This is like the introduction of Tesla catfish in Shanghai.
Tesla = Catfish. Indian Tata = Catfish.
This is an English report in the Indian media, and Tata Group should be on the line to become Apple's first Indian iPhone assembler.
As shown in the screenshot above, according to the Indian article, the acquisition of Tata may be 600 million US dollars, and the 10,000 Indian employees of Wistron that plant will be eaten by Tata, 8 production lines, and the acquisition may be completed on March 31. If the acquisition is completed at the end of March, the Indian government will subsidize Tata on April 1.
This is India's manufacturing development strategy.
Foxconn is always an outsider in India, and Tata is India's own son.
If the unions on the Indian side make trouble, India's Tata will definitely be leveled.
Foxconn may increase the production capacity of its Vietnamese factory in the future and develop three bases in China, Vietnam and India.
The key to this depends on Apple's attitude. Apple will likely move half of China's iPhone assembly out.
I saw the news the day before yesterday, saying that Dell will also move the industrial chain outside of China.
It should be said that if the computer industry has production capacity in Vietnam, India and Mexico, the official demand of the United States will first purchase outside China, and then, if the price is right, the entire US market will gradually purchase outside China.
The U.S. federal government can require in the form of a law: the federal government does not buy Chinese-made computers.
Biden does not shout decoupling on his lips, but actually implements decoupling. Trump is just talking about decoupling.
As shown in the screenshot above, Zhengzhou's imports and exports in 2019 were 413 billion, and Foxconn accounted for 81%.
Of the hundreds of thousands of employees of Zhengzhou Foxconn, it is estimated that at least 100,000 will change careers in the future.
It could be the period 2024-2028.
If India supports Tata's iPhone factory, it will close Foxconn's Indian factory in the future. Just like India's operation with Xiaomi, etc. Then, it will be Tata to buy Foxconn's factory in India at a discount.
It is estimated that in the future, if Apple has to be made outside of China, Foxconn can only choose Vietnam, Thailand, Mexico.
From Apple's point of view, as long as the supplier's yield rate is up to standard, the lower the offer, the better.