As the mass production of the iPhone is advancing, people in the industry chain pointed out that the distribution share of the iPhone 15 has been basically determined. Foxconn has obtained a 58% share, and Wistron in mainland China has obtained a 28% share, while Wistron has only obtained a 1% share. , showing that the two companies Foxconn and Wistron obeyed Apple's request to go to the printing factory but were abandoned.
Foxconn can be said to be the most obedient to Apple's request, and has made great efforts to set up a printing factory. However, after three years of development, Foxconn's Indian factory has only 17,000 employees, and Foxconn's factories in mainland China are only Zhengzhou factories. With only 300,000 people, it can be seen that the production capacity of Indian factories is too low.
As for Wistron, it is even worse. Wistron was confident enough to set up a factory in India, and it was quite decisive. It sold its factory in mainland China to Luxshare Precision, and went all out to set up a factory in India. However, Wistron is also the most popular. It took more than two years for Wistron to develop a factory in India, with about 10,000 employees, which is nothing compared to the 80,000 people Wistron had at its peak in mainland China.
However, even with such a small-scale factory, the Indian consortium Tata quickly took a fancy to Wistron. In the end, Wistron was forced to sell its foundry in India. In anger, Wistron announced its withdrawal from the Indian market. The factories in the mainland have been sold, and the development in India has suffered setbacks, and the production capacity has dropped too much, which has also led to Apple's orders for it to be pitifully small.
India's approach is harmful to both Foxconn and Wistron. Affected by Wistron's withdrawal from the Indian market, Foxconn has slowed down its expansion in the Indian market. India's mobile phone production capacity fell by 20% in the first half of this year.
It can be seen from the distribution of iPhone 15 orders that Foxconn, which actively responded to Apple’s request to set up a factory in India, has received fewer orders. Wistron has almost zero, while Chinese manufacturers have made major breakthroughs. Big winner.
This time, Apple allocated 28% of the iPhone 15 orders to Luxshare Precision, obviously seeing the unreliability of manufacturing in India. Wistron lost its factory in mainland China, and Foxconn reduced its production capacity in mainland China. Therefore, Apple favors Luxshare. Precision, a large number of iPhone 15 orders are biased towards Luxshare Precision, which shows that Apple has re-recognized the importance of Chinese manufacturing.
In fact, at the end of last year, it was reported that the yield rate of iPhones made in India was as low as 50%, which was far from meeting Apple's requirements. Insufficient, Apple has urged 14 Chinese industrial chain companies to go to India to set up factories. However, with India’s move to Chinese mobile phones and OEMs, these industrial chain companies hesitated to go to India to set up factories, which disappointed Apple even more.
Reality has already told Apple and Foxconn that it is only their fantasy to replace Made in China with Made in India. In a short period of time, Made in India cannot be compared with Made in China. Apple’s iPhone production capacity still depends on Made in China. Nearly 30% of the orders of the foundry can also be seen Apple's disappointment with Indian manufacturing.
After Foxconn and other foundries learned a lesson in India, Foxconn began to invest heavily in mainland China again. Earlier, Foxconn established a new business headquarters in Zhengzhou Foxconn and purchased more than 40 lithography machines in hopes of obtaining orders for Chinese chips. It can be seen that Foxconn After reflection, I finally realized that its success is very dependent on Chinese manufacturing.