usatoday24
On April 12, the US government announced that semiconductors, some electronic devices and strategic components They are exempt from tariffs. This decision has appealed to the big US technology companies, But only temporarily. And it is that the administration led by Donald Trump has also anticipated something that we should not overlook: within a period not exceeding two months will announce to what tariffs Imported chips will be subjected.
As we have explained this morning, at this Apple situation he has decided to transfer all the production of The iPhone that sells in the USA to India. This strategy will allow you to cushion the impact that the short -term tariffs will have on integrated circuits and electronic devices that come from China. Of course, a plan like this cannot be executed overnight. In fact, Apple aspires to get the 60 million iPhone that sells every year in the US come from India before 2026.
India is not a casual destination
India’s choice, as we can intuit, is not casual. It is currently the best option for Apple in a context in which it is being dedicated to China. To understand what India’s role is in Apple’s business, we necessarily have to investigate the component and services chain of the apple company, as well as in the role of two of its most important partners: Tsmc and Foxconn companies.
Currently TSMC manufactures the chips designed by Apple in its lithographic nodes of 5 and 3 nm
The first of these companies, TSMC, manufactures the chips designed by Apple. The lithographic nodes currently used to produce integrated circuits for the Cupertino company are those of 5 and 3 Nm, and during the second half of 2025 the manufacture will also begin In the new 2 nm line. TSMC produces these semiconductors for Apple In Taiwan and the USA. Its distribution network in Asia is very robust, so for this company transfer a part of the chips that come from Taiwan to India instead of China does not represent a problem.
In addition, and this is the most important thing, you are already doing it. Foxconn takes care of the assembly of most of Apple’s smartphones, and has plants in India in which This work is already carrying out. Pequeatron is also responsible for assembling a part of the iPhone from this Asian country. These two companies have a very robust electronic component supply chain in Asia, so with the support of Apple they can develop their production infrastructure in India to respond to the needs of this customer. The geographical proximity of China and India helps.
{“Videid”: “X81Felr”, “Autoplay”: False, “Title”: “A future without mole in China the industry changes the paradigm and we explain why”, “Tag”: “”, “Duration”: “182”}
Apple would have a difficult problem to solve if it was forced to transfer all the production of Asia to another continent, but derive from one Asian country to another in which it already has a consolidated infrastructure is perfectly assumed. And in current circumstances it is evident that it is the best option. Even so, This strategy has a fissure with which you will have to deal with this plan: the manufacturing infrastructure that has deployed in China side with Foxconn will be underutilized, so that investment will have a much shorter route than the initially planned.
Image | Apple
More information | Financial Times
In Xataka | China backs down: Loongson processors will finally sell to Russia whose export had prohibited
(Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) ();
It was originally posted in
Xataka
by
Juan Carlos López
.
GIPHY App Key not set. Please check settings