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it has been nearly a month since the release of the iphone 16 series, and the first batch of sales and reputation have been announced. compared with the previous generation, the performance has declined again, and apple can only turn its attention to emerging markets. according to foreign media reports, apple plans to open four new retail stores in india, confirming that all iphone 16 series will be produced in india, with production capacity second only to china. can we buy it?

foreign media reports pointed out that apple has paid great attention to the indian market in recent years, believing that it is the "second largest mobile phone consumer market in the world" after the chinese market, and its influence cannot be ignored. in order to please indian users, apple has opened new retail stores locally to make it more convenient for indian users to buy mobile phones. on the other hand, it has also increased apple's production share in india.

since 2017, india has been producing cheap iphone se mobile phones for apple, and has gradually increased the proportion of digital series, but each time it is several months to half a year behind the chinese factory. until last year's iphone 15 series, india and china produced all models simultaneously, and production capacity increased. this year, china and india will jointly undertake the first batch of production of the entire iphone 16 series. india's production capacity is second only to china. however, it should be noted that iphones produced in india have not yet flowed to mainland china. they are mainly digested locally and in europe. you don’t have to worry about buying apples produced in india. we can’t buy them for the time being.

the head of the indian ministry of commerce admitted in an interview with the us media that india has become one of apple's most important production plants. about 14% of iphones are produced in india every year, and this proportion is gradually increasing. according to apple's expectations, india will produce at least 20-25% of iphones in 2027, accounting for about 1/4 of global production capacity. in the future, apple hopes to hand over 50% of its production capacity to india, and is even expected to surpass china and become the largest source of production capacity for apple mobile phones.

it is worth noting that apple initially transferred part of its production capacity in china to oem in india. one of the important reasons was labor costs. labor prices in india are much lower than those in mainland china. apple hopes to increase profit margins through oem in india. however, jpmorgan chase investment bank said that the profit margin of iphone assembly in india is not as good as that in china. the main reason is the low quality of employees, imperfect industrial chain, small scale and other reasons. the cost of producing apple mobile phones in india is 25 to 50% higher than that in china.

in order to solve this problem, apple requires foxconn and other foundries and industrial chains to accelerate their transfer to india. foxconn will increase its investment in india by us$1 billion (approximately 7 billion yuan) to help india improve its industrial chain and reduce its dependence on mainland china. on the one hand, it helps more foreign companies invest in india. micron said it expects to deliver the first batch of indian-produced chips in 2026-2027 to help india realize its semiconductor dream. chip companies such as nvidia and amd have also made commitments to increase investment in india in the future. it is obvious that they want to curb the rise of china and want india to check and balance mainland china.

friends, what do you think about india’s participation in the first batch of manufacturing of the entire iphone 16 series, and how more and more american companies are helping india’s rise?