<story><title>Apple to move 40-45% iPhone production to India</title><url>https://www.wsj.com/articles/apple-china-factory-protests-foxconn-manufacturing-production-supply-chain-11670023099</url></story><parent_chain><item><author>Reubend</author><text>I&amp;#x27;m surprised it&amp;#x27;s so low. I know that they already have very established processes in China, and their contractors have probably invested a lot in tooling for those factories, but it seems interesting that they would still prefer to move less that 50% of their capacity there.&lt;p&gt;Maybe they see India as carrying its own risks?</text></item><item><author>akmittal</author><text>&amp;gt; Apple’s longer-term goal is to ship 40% to 45% of iPhones from India, compared with a single-digit percentage currently, according to Ming-chi Kuo, an analyst at TF International Securities who follows the supply chain. Suppliers say Vietnam is expected to shoulder more of the manufacturing for other Apple products such as AirPods, smartwatches and laptops.</text></item></parent_chain><comment><author>spaceman_2020</author><text>India, being a democracy, means that governments have to give in to demands of voter groups. The two largest voter groups are farmers and low wage labor. This has ensured that acquiring land for large scale projects or changing labor laws carries massive political risk.&lt;p&gt;Changes to India’s farm laws now seem next to impossible. I doubt India will have a more popular government than it has today. Yet, it had to cave in and withdraw a farm law reform bill.&lt;p&gt;If even this government couldn’t pull it off, there’s little chance future governments will do any better.</text></comment>
<story><title>Apple to move 40-45% iPhone production to India</title><url>https://www.wsj.com/articles/apple-china-factory-protests-foxconn-manufacturing-production-supply-chain-11670023099</url></story><parent_chain><item><author>Reubend</author><text>I&amp;#x27;m surprised it&amp;#x27;s so low. I know that they already have very established processes in China, and their contractors have probably invested a lot in tooling for those factories, but it seems interesting that they would still prefer to move less that 50% of their capacity there.&lt;p&gt;Maybe they see India as carrying its own risks?</text></item><item><author>akmittal</author><text>&amp;gt; Apple’s longer-term goal is to ship 40% to 45% of iPhones from India, compared with a single-digit percentage currently, according to Ming-chi Kuo, an analyst at TF International Securities who follows the supply chain. Suppliers say Vietnam is expected to shoulder more of the manufacturing for other Apple products such as AirPods, smartwatches and laptops.</text></item></parent_chain><comment><author>mikymoothrowa</author><text>&amp;gt; they would still prefer to move less that 50% of their capacity there&lt;p&gt;It is not Apple saying this. So, this is some Analyst doing a linear regression. So we can&amp;#x27;t read too much into this. It could be possible that India starts manufacturing 80% of iPhones. Or It could be less than the claimed 45% too.&lt;p&gt;Also, if there&amp;#x27;s no reason for Foxconn to dismantle existing manufacturing facilities all at once.</text></comment>