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‘Negligible impact’: Apple analyst Kuo sees no upheaval from Foxconn recalling Chinese staff – The Economic Times

Foxconn ordering lots of of Chinese language workers to depart its India iPhone plant may have “negligible” influence, stated Apple analyst Ming-Chi Kuo.

His feedback adopted studies of Foxconn pulling greater than 300 Chinese language engineers and technicians from its Indian manufacturing services on Wednesday. The event comes as Apple’s largest contract producer strikes forward with ramping up manufacturing within the nation, particularly iPhones.

Kuo famous that there have been not many Chinese language workers on the firm’s India iPhone services. Manufacturing capabilities at Foxconn’s India iPhone services have been established by the corporate’s Taiwanese workers, like these from FIH’s Minsheng plant, not Chinese language workers, he stated.

The gradual return of Chinese language workers was within the works for a while, and Apple was absolutely knowledgeable, the analyst acknowledged.

Even amid US tariff risk over iPhones, Foxconn has not slowed down its growth in India. In Could, the corporate invested $2.56 billion in its Devanahalli plant, with a manufacturing goal of 100,000 iPhones by December. The power will prioritise housing for its predominantly feminine workforce, with dorms accommodating 30,000 workers.

ET reported last month that Foxconn is organising a brand new unit throughout the ESR Industrial Park at Oragadam in Tamil Nadu particularly to make iPhone enclosures, a phase which solely had Tata Electronics as a participant in India up to now.

Foxconn additionally has a brand new unit in Hyderabad that’s assembling AirPods.

Additionally Learn: Meet the firms taking a big bite of Apple’s India manufacturing pie

Throughout March-Could, Foxconn exported iPhones worth $3.2 billion from India, with a median 97% shipped to the US, Reuters reported on June 13, citing customs knowledge. India iPhone shipments by Foxconn to the US in Could 2025 have been value almost $1 billion, the second-highest ever after the document $1.3 billion value of units shipped in March, the info confirmed.

US President Donald Trump has been averse to Apple’s foray into India and even threatened a 25% tariff on telephones offered within the US not made within the nation.

In April, the Indian authorities approved a semiconductor plant to be constructed by the Taiwanese producer in three way partnership with the HCL Group in Uttar Pradesh’s Jewar with an funding of Rs 3,700 crore.


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