December 7, 2022
NEW DELHI – In order to maintain a healthy supply chain in the face of disruptions from Covid, Apple is apparently looking to move some iPad manufacture to India at the same time that it wants to move more iPhone production away from China to India.
In an effort to move up to 30% of its manufacturing outside of China, Apple intends to move iPad production to India.
Apple has “talked to Indian officials about locating some iPad manufacturing in the country as US-China relations sour and China’s Covid crackdowns snarl supply chains,” reports CNBC, citing sources.
Although no firm plans have been made yet, according to the article, “if the initiative is successful, it would increase Apple’s footprint in the nation,”
Regarding the report, Apple made no remarks.
According to CMR, Apple sold over 0.2 million iPads in India during the second quarter (Q2), registering an amazing 34 percent gain (on-year).
According to CMR Q2 data, the iPad shipments were dominated by Apple iPad (Gen 9) and iPad Air 2022.
The IT giant is accelerating its production plans in Vietnam and India in response to the upheaval in China over the zero-Covid policy, which has seriously interrupted its supply chain and caused a significant shortage of new products.
The Wall Street Journal reported over the last weekend that the company is “telling suppliers to plan more actively for assembling Apple products elsewhere in Asia, particularly India and Vietnam” in order to “reduce dependence on Taiwanese assemblers led by Foxconn”.
The China upheaval, which hit its key supplier Foxconn’s Zhengzhou factory last month resulting in violent protests, means “Apple no longer feels comfortable having so much of its business tied up in one place,” the report said, citing analysts and people in the Apple supply chain.
Although there are currently no concrete plans, the report claims that “if the campaign is successful, it will extend Apple’s footprint in the country.”
Apple did not respond to the report in any way.
In India, Apple sold more than 0.2 million iPads in the second quarter (Q2), an astounding 34 percent increase, according to CMR (on-year).
Apple iPad (Gen 9) and iPad Air 2022 were the two most popular iPad models, per CMR Q2 data.
In reaction to the turmoil in China over the zero-Covid policy, which has significantly disrupted its supply chain and resulted in a significant lack of new products, the IT giant is speeding its production plans in Vietnam and India.