苹果为何要将部分产能从印度迁回中国?
2024-08-07 ◣靜♂候輪回 15360
正文翻译

Why did Apple move some of its production capacity back to China from India? What are the specific situations of the quality problems? What kind of products' production capacity is mainly moved back to China? What impact does it have on China's manufacturing industry?

苹果为何要将部分产能从印度迁回中国?质量问题的具体情况有哪些?哪些产品的产能主要迁回国内?对中国制造业有何影响?

According to a report by Taiwan's "China Times News Network" on July 23, 2024, Apple has moved some of its production capacity back to China from India. The main reason is that the iPhone 15 produced by Indian factories has quality problems. Although the proportion of iPhone 15 production by Indian factories is only 10%, the products have caused problems when being exported to both the European and Chinese mainland markets, affecting market sales. Therefore, Apple has decided to respond with price reduction promotions. Is this true? Dear viewers! Welcome back to our channel again! It's great to explore today's topic with you! The following three short videos will analyze, explain and reveal for you respectively! Let's start now!

据“中时新闻网”2024年7月23日报道,苹果已将部分产能从印度迁回中国。主要原因是印度工厂生产的iPhone 15存在质量问题。尽管印度工厂生产iPhone 15的比例仅为10%,但产品在出口到欧洲和中国大陆市场时都出现问题,影响了市场销售。因此,苹果决定以降价促销来应对。这是真的?亲爱的观众们!欢迎再次回到我们的频道!很高兴和大家一起探讨今天的话题!下面三个短片将分别为您分析、讲解和揭秘!让我们现在开始!

1、Why did Apple move some of its production capacity back to China from India? Firstly, the infrastructure and technological level in the electronic manufacturing sector in India have not yet reached the maturity of China. The yield rate of iPhone 15 produced by contract manufacturers is only about 50%, and there are also problems such as excessive Escherichia coli in hygiene management. This not only affects the product quality but also damages Apple's brand image. Secondly, Indian manufacturers rely heavily on China for component supplies. Although India is striving to develop its domestic manufacturing industry, it cannot get rid of its reliance on Chinese components in the short term.

苹果为何将部分产能从印度迁回中国?首先,印度电子制造业的基础设施和技术水平尚未达到中国的成熟度。代工厂生产的iPhone 15良率仅有50%左右,卫生管理上还存在大肠杆菌超标等问题。这不仅影响了产品质量,也损害了苹果的品牌形象。其次,印度制造商严重依赖中国的零部件供应。尽管印度正在努力发展国内制造业,但短期内仍无法摆脱对中国零部件的依赖。

This dependence makes it difficult to guarantee the efficiency and quality of the Indian production base and further affects Apple's global supply chain layout. In addition, there may be other reasons affecting Apple's decision. For example, China has a mature supply chain system and efficient production capacity, which can meet Apple's large-scale and high-quality production needs in a short time. Meanwhile, China's business environment is relatively good with strong policy support, which is also an important consideration for Apple. The challenges for Apple in its global supply chain layout are not only at the technical and management levels but also at the strategic and policy levels.

这种依赖使得印度生产基地的效率和质量难以保证,进一步影响了苹果的全球供应链布局。此外,可能还有其他原因影响苹果的决定。比如,中国拥有成熟的供应链体系和高效的产能,可以在短时间内满足苹果大规模、高质量的生产需求。同时,中国营商环境相对良好,政策支持有力,这也是苹果的一个重要考虑因素。苹果全球供应链布局面临的挑战不仅是技术和管理层面,还包括战略和政策层面。

How to find a balance between globalization and localization and how to diversify risks among different countries are issues that Apple needs to think about for the long term. In the future, Apple may consider conducting small-scale trials in more countries and gradually enhance the production capacity and management level of these countries instead of relying solely on the supply chain of one or a few countries.

如何在全球化和本土化之间找到平衡,如何在不同国家之间分散风险,是苹果需要长期思考的问题。 未来,苹果可能会考虑在更多国家进行小规模试验,逐步提升这些国家的产能和管理水平,而不是仅仅依赖一国或少数国家的供应链。

评论翻译
mikerussell3298
Because China has the high quality supply chain necessary to manufacture and assemble iphones

因为中国拥有制造和组装iPhone所需的高质量供应链

@seowkhoontan9534
+ skilled worker.

+ 熟练的工人。

@wongyoonchark5050
Chinese workers are industrous

中国工人很勤劳

@BoLa-uv5oy
@mikerussell3298 very true

非常正确
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@romanvaldes1223
China and the Chinese people deliver the best ,and most affordable products in the world !

中国和中国人民提供了世界上最好的、最实惠的产品!

@BoLa-uv5oy
@romanvaldes1223 absolutely agree

完全同意
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@BoLa-uv5oy
Because Chinese are hardworking, talk little, smart, intelligent, industrious, don't boast, don't brag, not arrogant, don't talk big, don't complain, etc.....
From : Singapore &
From : Indonesia

因为中国人勤劳,话少,聪明,智慧,勤奋,不自夸,不吹嘘,不傲慢,不夸大,不抱怨等等......
来自:新加坡
来自:印尼

@jon_nomad
Apple discovered, just like my company, that Indian capabilities & potential are basically overhyped. That's how it is.

苹果发现,就像我的公司一样,印度的能力和潜力被过度夸大了。就是这样。

@user-ed9so2rb4k
But you should remember the art of verbosity has to be acquired as one's second nature to fully appreciate this art! It takes longer than your industrialization program.

但你应该记住,话术的艺术需要培养成第二天性才能完全欣赏这种艺术!这比你的工业化项目要花更长的时间。

@qiufusheng3058

应该像“马不吃回头草”

@user-cy3ce1gy7o
I always said india is all about noise

我一直说印度只是噪音

@SlimJim3082
India has sufficient quantity of people,just not the quality.

印度有足够多的人口,但就是没有质量。

@norskelev7017
Just like Africa and Latin America.

就像非洲和拉丁美洲一样。

@BoLa-uv5oy
@user-cy3ce1gy7o
Yep. They are empty vessels that make the most noise.

没错。他们是发出最大噪音的空壳。

@BoLa-uv5oy
@SlimJim3082 They talk and poop hell a lot

他们说话和排便非常多
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@BoLa-uv5oy
@jon_nomad
They are not best litigation lawyers. They are below par. But they are the best scammers.

他们不是最好的诉讼律师。他们水平很差。但他们是最好的骗子。

@charlesxavier3489
Apple did not learn a lesson from Chinese xiao Mi smart phone business in India.

苹果没有从中国小米在印度的智能手机业务中吸取教训。

@rtc3000
My iphone 14 pro max is likely made in India. Horrible battery life. Hardly last a day. If iphone 16 is made in India, I will skip and go with Huawei. No Google no problem.

我的iPhone 14 Pro Max可能是在印度生产的。电池寿命很糟糕。几乎无法撑过一天。如果iPhone 16是在印度制造的,我会跳过它,选择华为。没有Google也没问题。

@PravdaSeed.
Just Lk
Modi!! U realize
Ur apple cider become vinegar
In other nations
But Magnificent
China .

只不过,看看
莫迪!!你意识到
你的苹果在其他国家变成了醋
中国是了不起的。

@arielxie7204
Apple discovered that 50% failed rate for the I-phone made by India, that's a crazy failed rate! Period. Even BYD moved out from India, TSLA failed in India as well. Lessons are learned.

苹果发现印度制造的iPhone的失败率为50%,这是一个疯狂的失败率! 就这样。甚至比亚迪也从印度撤出,特斯拉在印度也失败了。教训已经吸取。

@sinic1978
It's actually 50% failed rate for the phone casing. India can't even make proper phone casing.

实际上是手机外壳的失败率为50%。印度连合适的手机外壳都做不好。

@BoLa-uv5oy
India is the graveyard for foreign investors

印度是外国投资者的坟场

@koneos6580
Beside facing current problems, there's a greater future issues hit Oppo and xiaomi, if not phoney taxation conflict then specific custom new rule violation...with $multi-billion$ fine or bank freeze plus waste of time court cases.

除了面临当前的问题,未来还有更大的问题影响Oppo和小米,如果不是虚假的税收冲突,那么就是具体的海关新规则违反……可能会面临数十亿美元的罚款或银行冻结加上浪费时间的法庭诉讼。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@cottagegymfun
@BoLa-uv5oy that's debatable between India and the Philippine

这在印度和菲律宾之间是有争议的
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@Zakaius
Made in India iPhones has E-coli problems?

印度制造的iPhone有大肠杆菌问题?
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@zylbygdfn6542
@alexhu7939
yes! Their batteries sometimes run! but seriously, the packing material such as boxes sometimes contain traces of eColi .

是的!他们的电池有时会有问题!但说真的,包装材料如盒子有时含有大肠杆菌的痕迹。

@BoLa-uv5oy
What's E-Coli ?

什么是大肠杆菌?

@cottagegymfun
@BoLa-uv5oy ask your mama

去问你妈妈

@loktom4068
@alexhu7939
It goes all the way back a country with poor sanitation.

这要追溯到一个卫生条件差的国家。

@charlesxavier3489
poop phone lol

屎手机,哈哈

@BoLa-uv5oy
@cottagegymfun
Your grandma

你的奶奶

@RovinTan
Made in India iPhones smells like curry out of the box

印度制造的iPhone打开盒子时有咖喱味

@koneos6580
Very disappointed. That pretty racist bias.

非常失望。这种偏见很种族主义。

@RovinTan
@koneos6580 , ??? What's racist about curry? I love curry. It's a bonus.

咖喱有什么种族歧视的?我喜欢咖喱。这是个加分项。

@davidsilver5974
Isn’t it obvious?????
If Apple continued to manufacture their devices in India, they would have had to change their logo from “an Apple with a single bite” to an “Apple bitten all around leaving just the core!”

这还不明显吗????
如果苹果继续在印度制造他们的设备,他们可能得把他们的标志从“咬了一口的苹果”改成“全身都被咬了只剩下核的苹果!”

@zylbygdfn6542
Oh man I love this comment cracks the hell out of me

哦,我爱这个评论,它让我笑得非常开心

@sinic1978
They only make the phone casing in India and the failure rate is 50%. They can't even assemble the iPhone properly.

他们在印度只制造手机外壳,失败率达到50%。他们甚至无法正确组装iPhone。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@BoLa-uv5oy
@davidsilver
Good one bro Because it's true. They eat more than they work unlike the Chinese.

说得好,兄弟,因为这是真的。他们吃的比他们工作的多,不像中国人。

@cottagegymfun
Same problem in the Philippine

菲律宾也有同样的问题

@siewkonsum7291
China has complete, efficient & integrated local supply chains of the various needed parts inside China itself.
Moving manufacturing operations from China to India - increase costs, handling & transport lead times, and lengthen the supply chains, apart from local India doesn't have the needed skillful & competent workforce to man & run those complicated hi-tech manufacturing operations effectively to maintain quality.

中国拥有完整、高效且集成的本地供应链,能够提供所需的各种零部件。
将制造操作从中国转移到印度,会增加成本、处理和运输时间,并延长供应链。此外,印度本地没有所需的熟练和胜任的劳动力来有效地管理和运行这些复杂的高科技制造操作以保持质量。

@Reotha
They were betting on the large population lol

他们在赌巨大人口,哈哈

@BoLa-uv5oy
@Reotha
Yep. They quantity no quality. Quantity no money so market very small. Size of a market does not depend on population alone, but also on the affluence of the population.

没错。他们有数量没有质量。数量多却没钱,所以市场很小。市场的大小不仅取决于人口,还取决于人口的富裕程度。

@taiwanstillisntacountry
Werent/arent "made in little-India" iPhones polluted with E.colli?

“小印度”制造的iPhone不是被大肠杆菌污染了吗?

@bunnyfreakz
China produced 60% components for iphone. While India only less than 5%.

中国生产了60%的iPhone组件,而印度仅不到5%。

@BoLa-uv5oy
Not less than 5%, I think less than 2%

不是不到5%,我认为是不到2%

@wmchan44
Belum Gana belum tao.
(You need to have tasted it to know it's true bitter taste).
A lesson for Apple.

还没有尝到还不知道。
(你需要尝试一下才能知道它的真正苦味)。
这是对苹果的一个教训。

@michelwong1
Because iphone made in China NO curry smell !

因为中国制造的iPhone没有咖喱味!

@user-cy3ce1gy7o
China made a statement Quality and not Quantity when india overpumped their population over china

中国提出了“质量而非数量”的声明,而印度则夸大了他们的人口。

@PutraMing
️️️GOD BLESS CHINA

上帝保佑中国
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@RudyTruly
India has long long way to go

印度还有很长的路要走

@Kwockie007
This must help Indian aspirations of becoming a future manufacturing hub to realise and take stock of its short comings which need to be addressed if India intends to become successful.

这必须有助于印度实现未来成为制造中心的愿望,并认识到需要解决的不足之处,如果印度希望成功的话。

@yapsiauwsoengie6507
... because China no longer over capacity in smart phone?

……因为中国在智能手机方面不再产能过剩?

@jacquelineperet6599
TIM COOK don't care about his consumers
I don't use i phone !!!

蒂姆·库克不关心他的消费者
我不使用iPhone!!!

@jacquelineperet6599
I don't buy i phone hope to get a HUAWEI

我不买iPhone,希望能买到华为

@BoLa-uv5oy
Because AS Long AS they sell in China...

因为只要他们在中国销售……

@raymonddon8875
too much chaos, delays, backward mindset and production, etc.

太多混乱、延迟、落后的思维和生产等等。

@priscillaferguson267
DAMN!!!

该死!!!

@1bhaihay
The Indians have the greatest technical ability, but, only in their world.

印度人有最强的技术能力,但仅限于他们自己的世界。

@BoLa-uv5oy
Only in Bollywood movies

仅限于宝莱坞电影

@charlesxavier3489
The toilet world ?

厕所世界?

@BoLa-uv5oy
@1bhaihay
Toiletless world. Poop alfresco everywhere and anywhere.

无厕所的世界。到处都是露天的排便。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


@wisdombites3586
Never trust someone who left you . They came back because they had no choice . They might leave you again. So kick out Apple and go for other brands

永远不要相信那些离开你的人。他们回来是因为没有选择。他们可能会再次离开你。所以把苹果踢出去,选择其他品牌。

@HappyPandaBear73
Ooh, well Apple. TEAM MOTHERLAND, CHINA ALL THE WAY & BLESS MOTHERLAND, CHINA AND BEYOND!️️

哦,好吧,苹果。中国全力支持&保佑中国及其他地方!

@josephpassantino9716
In India, Indians mouth moves faster than their hands.

在印度,印度人的嘴比他们的手动作更快。

@folag
Moving ANY manufacture to India from China was PURE NONSENSE from the get-go. For that matter, TSMC's decision to comply with Biden's request to build a plant in the US on the basis of Billions of Dollars' assistance (not delivered so far) will surely hurt TSMC.

将任何制造业从中国转移到印度从一开始就是纯粹的无稽之谈。就此而言,台积电决定遵循拜登的要求,在美国建厂,基于数十亿美元的援助(至今未提供),肯定会伤害台积电。

@andrewlin6136
WHAT ? Hygiene habits

什么?卫生习惯

@acuantjahyadi7393
Pelajaran paling berharga untuk Amerika adalah , karena katup STAILINER di buat di INDIA maka kedua Astronot Amerika tidak bisa kembali ke bumi.

对美国来说最宝贵的教训是,因为星际客车的阀门是在印度制造的,所以两名美国宇航员无法返回地球。

@duinay3
I would like to try a Huawei phone but live in US

我想尝试一款华为手机,但我住在美国

@kosia1972
Get honor 6 pro I have one leave in the USA

买Honor 6 Pro,我有一个在美国买的

@FattymcstattyMcormick-pv6pj
Apples is garbage anyway

苹果本来就是垃圾

@jwsangyun
삼성은 중국에서 철수하고 잘 만들고 있습니다.
한국공장, 베트남공장, 인도공장에서 잘 만들고 있어요. 애플도 할 수 있어요.. 노력해 보세요..

三星已经退出中国,并在其他地方制造得很好。
在韩国工厂、越南工厂和印度工厂的生产也很好。苹果也能做到……努力试试看……

@BabaYaga826
Today, Samsung sales you still consider good?
Samsung withdrawn from China becos sales is dropping.
Without USA helps sanctioning China products, Samsung already a gone case.
Now you know why Koreans are so good for singing America Pie to Americans

今天,三星的销量还算好吗?
三星已经从中国撤出,因为销量在下降。
如果没有美国的制裁,中国产品,三星早已消失。
现在你知道为什么韩国人擅长对美国人唱《美国派》了。

@magnacarta740
Samsung must have low quality control for their phones to be manufactured in super clean, super hygienic Endia!

三星的手机在超洁净、超卫生的印度制造,一定是质量控制差。

@magnacarta740
Samsung phones cannot sell in China 'cuz it's not good enough hence has to leave China.

三星手机在中国无法销售,因为质量不够好,所以不得不退出中国。

@hengongchua6250
I have thrown my last Samsung phone into my trash bin after using it for only 3 months. Then I bought OPPO and already for many years and I am still using it.

我把最后一部三星手机用三个月后扔进了垃圾桶。然后我买了OPPO,已经用了很多年了,我还在继续使用。

@brianliew5901
@hengongchua6250 I chose Oppo too after my daughter bought me three Samsung expensive craps in the past ten years. The Chinese phone costs only one-third of my Note Samsung and it's still working very well after three years.

我也选择了OPPO,因为我女儿在过去十年里给我买了三部昂贵的三星垃圾。中国手机只需我三星Note的三分之一价格,三年后仍然运行良好。

@jfrx9715
@brianliew5901 Same with me I switch to Oppo. For the same spec I can get an Oppo phone at half price of samsung phone of the same spec.

我也是,换了OPPO。对于相同规格的手机,我可以用一半的价格买到同规格的OPPO手机。

@brianliew5901
@jfrx9715 The battery in my Oppo phone last twice longer if not more than the Samsung's even with more functions. The pictures were as good as but the audios were way better than Samsung. It's easy to figure why Samsung is losing global market share and had it not for the US policies, it could've been worse for Samsung.

我的OPPO手机的电池使用时间是三星的两倍多,即使功能更多。照片效果差不多,但音频效果远好于三星。很容易理解三星为什么在全球市场份额下降,如果不是美国政策,三星的情况可能会更糟。

@zylbygdfn6542
I was a Samsung fan for a long time. I switched to the iPhone and will not go back to Samsung ever again. I don’t want made in Vietnam or India

我曾经是三星的粉丝。现在我换成了iPhone,并且永远不会回到三星。我不想要在越南或印度制造的手机。

@zylbygdfn6542
@brianliew5901 my note went dead after 3 years

我的Note手机用了三年后就坏了

@qiufusheng3058
shame and shameless US.

可耻且无耻的美国。

@chingtuckmeng1122
would you buy an apple made by saree cows

你会买用牛粪制作的苹果吗?

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