Apple has instructed part suppliers it desires iPhone 16 batteries to be made in India, as a part of the corporate’s efforts to diversify its international provide chain and cut back its reliance on Chinese language manufacturing.
The Monetary Instances experiences that Apple has knowledgeable battery suppliers together with China’s Desay and Taiwan’s Simplo Know-how of its desire to have batteries for subsequent yr’s iPhone made in India, and has inspired the producers to ascertain new factories there or scale up manufacturing at present websites for future orders.
“If all goes nicely with iPhone 16 battery provide, Apple plans to maneuver extra iPhone battery manufacturing to India,” mentioned one of many folks near Apple who spoke to FT.
Apple already works with Foxconn, Pegatron, and Tata (new proprietor of Wistron) to fabricate iPhones in India, with Foxconn dealing with 75 to 80 p.c of the machine meeting. Foxconn has invested greater than $500 million in India to ramp up its manufacturing capabilities.
Apple analyst Ming-Chi Kuo believes that 12 to 14 p.c of worldwide iPhone shipments are made in India, with that proportion to extend to twenty to 25 p.c by 2024. Introductory manufacturing on the usual iPhone 17 will begin in India within the second half of 2025, in accordance with Kuo, marking the primary time that Apple begins improvement of a brand new iPhone outdoors of China.
Along with permitting Apple to maneuver manufacturing away from China, growing manufacturing in India supplies Apple with a chance to strengthen its relationship with the Indian authorities. India is a key marketplace for Apple resulting from rising demand for Apple merchandise within the nation.
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