Apple Exports $6 Billion in India-Made iPhones, Shifts Away from China
蘋果出口價值60億美元的印度製iPhone，逐步擺脫對中國的依賴
In a strategic pivot, Apple has exported nearly $6 billion worth of iPhones manufactured in India, marking a significant departure from its traditional reliance on China. This move comes amid global supply chain disruptions and mounting geopolitical tensions, as the tech giant seeks to diversify its production footprint. The decision signals Apple’s confidence in India’s manufacturing potential and reflects the company’s long-term vision to minimize supply chain vulnerabilities while fostering local production capabilities.
By shifting more production to India, Apple not only enhances its resilience but also supports India’s growing tech ecosystem, tapping into the country’s skilled workforce and favorable government policies. This transition is expected to further integrate India into Apple’s global supply chain, creating job opportunities and solidifying India as a vital manufacturing hub for the brand. As Apple navigates external pressures, this shift underscores its commitment to maintaining stability and innovation in a rapidly changing market.
小編點評：蘋果公司已出口近60億美元的印度製iPhone，這標誌著其在供應鏈中逐步減少對中國依賴的重要轉變。此舉彰顯了蘋果對印度製造能力的信心，支持當地生產、創造就業機會，並加強印度在蘋果全球供應鏈中的角色。
India to Boost Local IT Hardware Production with New Incentives and Import Quota Adjustments
印度將通過新激勵和進口配額調整來促進本地IT硬體生產
The Indian government is set to ramp up domestic production of IT hardware by introducing concessions in import quotas for companies enhancing local manufacturing under the production-linked incentive (PLI) scheme. During recent discussions with industry stakeholders, officials asked companies to present production plans for the coming fiscal year for products such as laptops, tablets, and servers. This move is aimed at increasing domestic value addition without major disruptions, officials say, as India seeks to reduce its reliance on imports, particularly from China, and bolster local manufacturing in the IT hardware sector.
To support a smooth transition, the government extended the import management system (IMS) deadline for certain IT products to December 31, giving companies more time to adjust. This extension allows the industry to continue its current import practices while the government finalizes new import guidelines in consultation with the electronics, commerce, and finance ministries. The government is expected to release these guidelines for public consultation soon, and it may consider a further 90-day extension if necessary to ensure business continuity.
小編點評：印度政府將通過為參加生產鏈結激勵計劃（PLI）的公司提供進口配額減免來增強本地IT硬體生產。此舉旨在減少對進口，尤其是來自中國的依賴，加強筆記型電腦、平板電腦和伺服器等產品的本地製造。為了順利過渡，政府已將部分IT產品的進口管理系統（IMS）截止日期延長至12月31日。
Indian IT Firms Turn GCC Threat into Growth Opportunity through Collaborations
印度IT公司通過合作將GCC威脅轉化為增長機會
As global capability centers (GCCs) expand across India, major IT companies such as Infosys, HCLTech, and Wipro are capitalizing on the shift by partnering with multinationals to support these in-house tech hubs. While GCCs initially appeared as a potential threat to traditional outsourcing models, Indian IT giants are turning the situation to their advantage by collaborating with these centers, mitigating any revenue impact and capturing more of the growing domestic IT market. Industry analysts view GCCs as a significant revenue driver for Indian IT, as demand from primary markets like the US and Europe weakens.
The rise of GCC partnerships is proving profitable, with revenue from these collaborations steadily increasing. Ramkumar Ramamoorthy, partner at Catalincs, noted that GCCs are becoming major contributors to the Indian IT landscape, potentially adding $1 billion or more in annual revenue for top players. A recent report from US-based Everest Group places GCC-related revenue at $20 billion, with Indian centers making up the lion’s share. For Indian IT companies, this trend signifies a lucrative shift as GCCs continue to embrace third-party support.
小編點評：隨著全球能力中心（GCC）在印度的擴展，印度主要IT公司如Infosys、HCLTech和Wipro通過與跨國企業合作來支持這些內部技術中心，將這種情勢轉化為成長機會。GCC合作帶來的收入穩步增加，預計將為頂尖IT公司每年增添超過10億美元的收入。
Foxconn Procures $31.8 Million Equipment for iPhone 16 Pro Production in India
富士康採購3180萬美元設備以在印度生產iPhone 16 Pro
Taiwanese electronics giant Foxconn has invested $31.8 million (approximately Rs 267 crore) in equipment for its Tamil Nadu facility as it prepares to begin manufacturing Apple’s iPhone 16 Pro Series. This marks a significant milestone as it will be the first time Apple’s high-end iPhone Pro models will be produced outside of China. According to a regulatory filing, Foxconn Hon Hai Technology India Mega Development Private Limited, a subsidiary of Foxconn, acquired the necessary machinery from Apple Operations Limited to increase production capacity at its Indian unit.
The move follows Apple’s recent announcement that it will begin producing the “made in India” iPhone 16 Pro and iPhone 16 Pro Max models in Tamil Nadu, with shipments expected to start later this month or in early November. This shift is part of Apple’s ongoing efforts to diversify its supply chain and reduce dependence on China. Foxconn’s investment in new equipment signals the growing importance of India as a manufacturing hub for global technology companies.
小編點評：富士康已投資3180萬美元在其位於泰米爾納德邦的工廠，以開始生產蘋果iPhone 16 Pro系列，這是蘋果首次在中國以外地區生產高端iPhone機型。此投資顯示印度在全球科技公司中的製造中心地位日益增強。
Apple Moves to Onboard Aequs as Indian Supplier for MacBook and Apple Watch Components
蘋果計劃納入印商Aequs為MacBook和Apple Watch零件的印度供應商
Karnataka-based contract manufacturer Aequs has entered the trial phase to become an Apple supplier, positioning it as the second Indian company in Apple’s supply chain after Tata Electronics. Sources indicate that Aequs is currently producing trial batches of MacBook enclosures and mechanical components for the Apple Watch, which have been sent for a “fitment check” to an Apple-designated supplier in Vietnam. If successful, Aequs will be the only Indian firm supplying components for MacBooks and Apple Watches, highlighting Apple’s continued efforts to diversify its supply chain within India.
Last December, reports surfaced of Apple’s advanced discussions with Aequs, with experts citing the company’s ability to produce both high-precision and low-engineering products, such as iPhone cases. The onboarding of Aequs aligns with Apple’s strategy to strengthen local partnerships and tap into India’s manufacturing capabilities. Both Apple and Aequs have yet to comment on the development.
小編點評：位於卡納塔克邦的代工廠Aequs已進入試生產階段，成為蘋果供應鏈中的一員，生產MacBook機殼和Apple Watch零件。若成功，Aequs將成為繼塔塔電子之後蘋果供應鏈中的第二家印度公司，表明蘋果將繼續在印度擴展供應鏈。
Apple Supplier Jabil to Invest $275 Million for New Manufacturing Units in India
蘋果供應商Jabil將投資2.75億美元於印度設立新廠
Apple’s supplier Jabil is set to increase its manufacturing footprint in India with an investment of $250-$275 million (Rs 2,102-Rs 2,312 crore) to establish two additional units within the next three to four years. Currently operating two facilities in Pune, Maharashtra, Jabil manufactures plastic casings for Apple AirPods and various electronic components like WiFi, NFC, and RFID modules. The company has also signed a memorandum of understanding with the Tamil Nadu government for a new electronics manufacturing facility in Tiruchirappalli, with an initial investment of Rs 2,000 crore.
As demand for consumer electronics and e-mobility products surges in India, Jabil’s expansion aligns with Apple’s strategy to reduce its dependence on Chinese suppliers by diversifying production to other countries. Over recent years, Apple has collaborated with multiple suppliers, including Tata Electronics, Foxconn, and Zhen Ding Technology, to bolster its production capabilities in India, where it sees significant market potential. Jabil’s upcoming units may focus on manufacturing and assembling components for Apple chargers, older iPhone models, AirPods, and possibly Apple Watches and Macs.
小編點評：蘋果供應商Jabil計劃在印度擴大其製造業務，預計在未來三到四年內投資2.5至2.75億美元建立兩個新廠。此擴展符合蘋果多元化供應鏈的戰略，Jabil預計將生產AirPods、iPhone等產品的零部件，並可能涉及Apple Watch和Mac的組裝。