iPhone印度生產狀況更新；iPhone 17 NPI可能將在印度啟動 / Update on iPhone production in India; iPhone 17 NPI likely to kick off in India
2 min readNov 1, 2023
- 2023年全球約有12–14%的iPhone在印度生產。印度的iPhone產能中，有75–80%為鴻海所擁有。
- 若一切順利，印度在2024年生產的iPhone比重將提高到20–25%。
- 鴻海在中國鄭州與太原的生產規模預計將在2024年分別減少35–45%與75–85%。除了在印度擴產外，立訊的iPhone生產比重快速提升與產線自動化改善也是減產主因。
- 預計標準版iPhone 17 (2H25發售) 的NPI (new product introduction) 將在2H24於印度展開。這是Apple首度在中國以外的產線開始新款iPhone的研發。選擇標準版iPhone展開的原因是設計開發難度較低，可降低設計風險。
- 讓印度企業Tata成為iPhone組裝廠商 (已併購緯創在印度的iPhone產線)，可強化Apple與印度政府的合作關係，有利於未來在印度市場銷售iPhone與其他產品，此為Apple下一個10年的成長關鍵。
- In 2023, 12–14% of global iPhone shipments are made in India. Foxconn owns 75–80% of the iPhone production capacity in India.
- If all goes well, the proportion of iPhones made in India will increase to 20–25% by 2024.
- Foxconn’s production scale in Zhengzhou and Taiyuan, China, is expected to decrease by 35–45% and 75–85%, respectively, by 2024. In addition to expanding production in India, Luxshare’s rapid increase in iPhone order allocation and improvements in production line automation are also the main reasons for the production scale reduction.
- The new product introduction (NPI) for the standard iPhone 17 (to be launched in 2H25) is expected to start kick-off in India in 2H24. It will be the first time for Apple to begin development of a new iPhone model outside of China. The standard iPhone is chosen for its lower-difficulty design development to reduce design risk.
- By making India’s Tata an iPhone assembler (already acquired Wistron’s iPhone production lines in India), Apple can strengthen its relationship with the Indian government. This move will benefit future sales of iPhones and other products in India and is critical to Apple’s growth over the next decade.
