India’s Quiet Push to Steal More of China’s iPhone Business

[nahtanbob]

On September 26, 2024, CAICT (China Academy of Information and Communications Technology) released its latest report “2024 Global 5G Standard Essential Patents and Standard Proposals Research Report”
————CAICT is a scientific research organization directly under the Ministry of Industry and Information Technology of China. The data in this report is derived from authoritative official organizations such as the State Intellectual Property Office of China, the European Patent Office, the U.S. Patent and Trademark Office, and the International Telecommunication Union.

There isn't any any data about Apple in terms of all 5G standard essential patents. It means that Apple does not own any essential patent technology.
View attachment 67792
This is the effective global patent family share of all essential patents in the 5G communications era. It includes all essential patents for backward compatible 4G, 3G and 2G.
Chinese companies: Huawei(1), ZTE(5), Xiaomi(8), OPPO(9), Datang(10)
Companies outside China: Qualcomm(2), LG(3), Samsung(4), Ericsson(6), Nokia(7)
Huawei ranks first in the world with 12.42%. There is no Apple here.

So the conclusion is already obvious. Huawei can continue to make phones without using any of Apple's patents; Apple will not be able to make phones without Huawei's patent license.

Do you understand?

The full text of this report is linked below:-----(Chinese version only)

http://www.caict.ac.cn/kxyj/qwfb/ztbg/202409/t20240926_493920.htm

http://www.caict.ac.cn/kxyj/qwfb/ztbg/202409/P020240926566555589029.pdf

This is patents on the network not on the device side

 

[Michael]

The iPhone 16 is available. There were many bloggers who disassembled the Made in India version and found the internal workmanship to be abysmal.
You can search for the detailed video on Youtube itself. I'll post a few screenshots.


The blogger was using a professional user sample of the iPhone 16 Made in India version. Not the standard retail version.
Hopefully this is a special case. If the official sales version is still of this quality, expect big problems.

Tips for origin identification are starting to appear on Chinese social media platforms. Do not unpack the goods after receiving them. You should first check the country of origin and return it immediately if you find that it is made in India.


I'm not an Apple user. I don't usually pay special attention to Apple news. The above is for reference only.

 

[nahtanbob]

The iPhone 16 is available. There were many bloggers who disassembled the Made in India version and found the internal workmanship to be abysmal.
You can search for the detailed video on Youtube itself. I'll post a few screenshots.
View attachment 68181
View attachment 68182
The blogger was using a professional user sample of the iPhone 16 Made in India version. Not the standard retail version.
Hopefully this is a special case. If the official sales version is still of this quality, expect big problems.

Tips for origin identification are starting to appear on Chinese social media platforms. Do not unpack the goods after receiving them. You should first check the country of origin and return it immediately if you find that it is made in India.
View attachment 68183

I'm not an Apple user. I don't usually pay special attention to Apple news. The above is for reference only.

You make it sound like you are the only ones who can solder. Without help of Cupertino based Apple engineers China would never assembled iPhones.

 

[nahtanbob]

Tata iPhone component plant disrupted by fire, 10 given medical aid​

https://www.reuters.com/world/india/fire-disrupts-operations-tata-electronics-iphone-plant-india-sources-say-2024-09-28/

Production was halted and employees sent home for the day following the fire, a person with direct knowledge of the incident said earlier, describing the blaze as chemical-related.

 

[Nilgiri]

You make it sound like you are the only ones who can solder. Without help of Cupertino based Apple engineers China would never assembled iPhones.

The export numbers will speak for themselves in end.

We can find bloggers about Chinese made goods too. A dime a dozen to do.

Does it mean everything in a blog is extrapolated 100% to reality? Nowhere close.

If one knows QA/QC and six sigma costs at its tiers, one understands the E(X) % defects in end.

 

[Michael]

The export numbers will speak for themselves in end.

We can find bloggers about Chinese made goods too. A dime a dozen to do.

Does it mean everything in a blog is extrapolated 100% to reality? Nowhere close.

If one knows QA/QC and six sigma costs at its tiers, one understands the E(X) % defects in end.

This statement of mine is just a feedback based on the reality of the situation. It does not carry any other position or factor.
We all know that all cell phone manufacturers will provide prototypes to some professional users for these professional users to test their new products before officially releasing them. The feedback from the professional users will help the cell phone manufacturer to fix some problems in the official launch version.
This blogger just disassembles and analyzes based on the professional user test version, not the official launch version. I specifically stated this in my statement.

I prefer to study the business war between Apple and Huawei.
In the first few months of the Chinese market, Apple is still the champion.

On September 10, Apple and Huawei held a new product conference on the same day. iPhone 16 and HUAWEI Mate XT head-to-head competition began.

Currently, the number of pre-orders for HUAWEI Mate XT is 6,445,000, and the number of pre-orders for Apple iPhone 16 (China market) is 1,870,000. HUAWEI Mate XT is priced at CNY19,999~23,999, and Apple iPhone 16 is priced at CNY5,999~9,999.

As things stand, Huawei will be well ahead of Apple in the 2024 Q4 report. However, these are just estimated analyses. We need to deeply observe the next product delivery and use feedback. The real quality of the product will play a huge influence at this time.

A few days ago, Huawei executive Yu Chengdong mentioned the HUAWEI Mate XT in an interview. he said that in the pre-business planning, because the price of the product is too high, the production quantity planning is to provide 1 million units before the Spring Festival. But now the actual orders have far exceeded this number. They need to urgently expand production capacity.

The iPhone 16 Made in India version did have some impact on iPhone 16 sales. This is normal. These impacts mainly stem from quality issues with earlier made-in-India Apple products. These effects will change (better or worse) after the iPhone 16 is actually delivered.

In the early days of made-in-China products, there was an inherent impression that they were “cheap and of poor quality”. Even Chinese people believe that imported products are better than domestic products. We did not believe in the quality of domestic products at that time.
After many years of hard work, Chinese people's confidence in products made in China has slowly been restored. The most significant change was in the field of home appliances.

It takes a long time to change this impression. It is not a problem that can be solved by national pride. Consumers will be honest and make choices using their own wallets.