Maybe they see India as carrying its own risks?
> Vietnam’s manufacturing was growing quickly but was short of workers. The country has just under 100 million people, less than a 10th of China’s population.
> India has a population nearly the size of China’s but not the same level of governmental coordination. Apple has found it hard to navigate India because each state is run differently and regional governments saddle the company with obligations before letting it build products there.
And why is it being assumed here that labor laws need to be suppressed to make iphone production viable?
https://data.worldbank.org/indicator/NV.IND.MANF.CD?most_rec...
China is at about $5 trillion, India about $450 billion. So it's not 5%, but we are still talking of an order of magnitude.
You’re complaining that india doesn’t have the manufacturing capability by pointing to the fact that stuff is not manufactured in India, in a thread that talks about manufacturing moving to India.
You realistically don’t have a way to measure capability.
I disagree with your objection. Actual current output is a great proxy for actual current manufacturing capability, assuming even a tiny bit of rationality. If the two are not linked like you imply - and in fact India already has as much capacity as China - then somebody built 10x more factories than they needed, and lost unimaginable amounts of money doing so. Is that what you're suggesting happened?
Now, the claim is not that the factories, supply chains, trained workforce, etc could not eventually scale to the same size in India as in China. But somebody actually needs to do that work. Until it is done, the capability possibly does not in exist.
That's not even close. Samsung,MI,Oppo and Vivo make almost all phones for India in India. If it was this expensive they will never make India
These SEZs have considerably less bureaucracy. They have power/water connections handled already and a single-window system for approvals.
China also has plenty of SEZs
They are not even remotely comparable to China's. There are some SEZ's that made up of just a couple of buildings. And they aren't limited to manufacturing, it's common for multinational companies to run their R&D out of them.
Source: Worked in a Bangalore SEZ for a large Chinese telecom company.
https://en.wikipedia.org/wiki/List_of_special_economic_zones...
It is not Apple saying this. So, this is some Analyst doing a linear regression. So we can'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.
Also, if there's no reason for Foxconn to dismantle existing manufacturing facilities all at once.
I'd note that Ming-chi Kuo is a very well known analyst.
It's the price of relative independence and potentially less human rights issues.
It's simple isn't it: want less of a sh!t world, pay a price which doesn't exclude these externalities.
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.
If even this government couldn’t pull it off, there’s little chance future governments will do any better.
You’re confusing land acquisition issues for road/rail projects where a very specific parcel of land is required with land acquisition for factories.
Indian States are some of the largest land owners and there are so many notified SEZs in several Indian states.
Love how everyone is throwing around the word "democracy" in this thread like saying it makes hot true and that it has some specific meaning.
The only reason Apple is moving there is because it is NOT a democracy.
'Electoral autocracy': The downgrading of India's democracy https://www.bbc.com/news/world-asia-india-56393944
Sure, there is pushback from government supporters, but that doesn’t mean there is no democracy. As it is practiced, democracy is thriving in India.
Just as a side note, BBC is never keen on India, simple googling would tell you the weird biases they had against India, they don’t even hide it or be subtle about it, my theory is, it’s an established bias in organization for generations since Independence of India and it passed on.
Please read more Economist or Reuters for actual factoids or practical opinions on India that are close to reality (I know South of earth news sources are all biased to west unless it’s loaded with triggering emotional stories of victims, I could list some good ones)
How much land do you think Apple needs to move its entire supply chain to India?
A few thousand acres?
Yeah, you can find non-agricultural land of that size all over India. 40% of India is non agricultural land.
Land acquisition related issues for establishing industries is a popular tool by politicians playing their politics. It has no bearing on reality or actual troubles faced by farmers.