Thursday, Sept 22, 2022 2:36am PDT by Sami Fathi
Apple will move 25% of its entire iPhone production line to India by 2025 as it seeks to diversify its supply chain, analysts at JP Morgan said (via Reuters).
Apple is currently producing some ‘iPhone’ models in India, including the iPhone 13 and soon the iPhone 14. Apple’s supply chain remains heavily concentrated in China, but the company has made efforts to relocate suppliers and production lines.
Analysts at JP Morgan believe that 5% of iPhone 14 production will be moved to India by the end of 2022, and three years later there will be a significant shift. In addition to moving 25% of iPhone production to India by 2025, analysts expect Apple to move 25% of other product lines outside of China, including AirPods, Mac, Apple Watch and iPad.
Apple suppliers, including Foxconn, have invested heavily in India’s supply chain infrastructure, factories and training in recent years. Apple is expected to begin production of iPhone 14 models in India in the coming weeks, but the company’s high priority on secrecy has reportedly complicated plans.
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