This is patents on the network not on the device side
India’s Quiet Push to Steal More of China’s iPhone Business
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This is patents on the network not on the device side
Michael
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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.
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.
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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.
Nilgiri
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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
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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.
Apple has better feedback mechanisms than no-name Chinese bloggers
Nilgiri
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All I'm saying is the bulk of the exports in this category go towards:
Apple's IPhone Exports From India Have Doubled, But Component Manufacturing Needs To Pick Up - Forbes India
The US tech giant has come a long way in India, from a delayed launch of iPhones to a parallel launch. Now, to capture more market share, it needs to focus on manufacturing the components domestically
www.forbesindia.com
According to reports, 65 percent of iPhones manufactured in India are exported to the US, Europe, West Asia, and others. All of this led to Apple becoming the first individual brand to cross the $5 billion export mark from India. The country’s total mobile phone exports touched Rs 90,000 crore (10.6 billion USD) in FY23, led by iPhones.
We will see the number drop quickly and fast if Apple for some reason didn't do its QC/QA (quality control and quality assurance)....which I find highly unlikely (given the export number + customers in the first place).
I have seen blogs being unfair to Chinese goods in the past and present.... i.e Chinese export numbers simply continued and grew despite that. It just means objectively the % problems that end up existing....just reflect the pricepoint and QC/QA invested into that supply chain. Sometimes blogs also deliberately create problems in a fake way too with the product, they are not some neutral authority.
All I'm saying is the bulk of the exports in this category go towards:
Apple's IPhone Exports From India Have Doubled, But Component Manufacturing Needs To Pick Up - Forbes India
The US tech giant has come a long way in India, from a delayed launch of iPhones to a parallel launch. Now, to capture more market share, it needs to focus on manufacturing the components domestically
According to reports, 65 percent of iPhones manufactured in India are exported to the US, Europe, West Asia, and others. All of this led to Apple becoming the first individual brand to cross the $5 billion export mark from India. The country’s total mobile phone exports touched Rs 90,000 crore (10.6 billion USD) in FY23, led by iPhones.
We will see the number drop quickly and fast if Apple for some reason didn't do its QC/QA (quality control and quality assurance)....which I find highly unlikely (given the export number + customers in the first place).
I have seen blogs being unfair to Chinese goods in the past and present.... i.e Chinese export numbers simply continued and grew despite that. It just means objectively the % problems that end up existing....just reflect the pricepoint and QC/QA invested into that supply chain. Sometimes blogs also deliberately create problems in a fake way too with the product, they are not some neutral authority.
China could not make a single iPhone or any Apple product without the legion of engineers who are sent to Shenzhen to help out
Apple's biggest issue is innovation for the price points the iPhones are being sold. That has little to do with whether factory is in China or India
For some reason a lot of technology giants have designated India for outsourcing of electronic manufacturing
Cisco to Manufacture in India as it Targets over $1 Billion
Cisco, a global technology leader, announced today that it will start manufacturing in India, a major step in the expansion of its footprint in the country.
newsroom.cisco.com
Michael
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One-sided disparagement or praise will not lead to ultimate victory.China could not make a single iPhone or any Apple product without the legion of engineers who are sent to Shenzhen to help out
Apple's biggest issue is innovation for the price points the iPhones are being sold. That has little to do with whether factory is in China or India
For some reason a lot of technology giants have designated India for outsourcing of electronic manufacturing
Cisco to Manufacture in India as it Targets over $1 Billion
Cisco, a global technology leader, announced today that it will start manufacturing in India, a major step in the expansion of its footprint in the country.newsroom.cisco.com
There is no doubt that the rapid development of China's smartphone industry poses a great threat to Apple and Samsung.
In 2018, Huawei's global sales of cell phones were close to those of Samsung and Apple (the gap is very small), and it ranked third in the world. Other Chinese brands followed, but the sales gap was large.
In 2019, the United States began to sanction Huawei. Huawei sales plummeted.
In 2023, Apple's sales are the first in the world, Samsung is ranked second, and Xiaomi, OPPO and Transsion follow. The gap between them narrows further. Huawei is recovering, but not fully.
China smartphone market
Huawei, which was ranked No. 1 in the Chinese market in 2018, dropped out of the ranking due to the sanctions imposed by the US government on Huawei.
But also squeezed out of the ranking is Samsung. These market shares were divided by other companies, some of which flowed into Xiaomi, OPPO, and VIVO; some of which were absorbed by Huawei's spin-off Honor; and some of which flowed into Apple.
In 2023, with the “help” of U.S. Secretary of Commerce Gina Raimondo(Of course we know this is a joke.), Huawei launched the Mate 60, which marked the beginning of a new round of “Huawei-Apple War”.
September 10, 2024. the HUAWEI Mate XT and Apple iPhone 16 launch simultaneously in China. 6.445 million and 1.87 million order figures compared.
In the years that Huawei has disappeared from the market, we have seen him continue to introduce newer and more advanced technologies. For example: 5.5G, satellite calls, HarmonyOS, AI, folding screen technology, high hardness screens, and the Heath Kirin chip ..........
Meanwhile, we haven't seen much progress from Apple. --I mean after its comparison with Huawei.
We know that both Apple and Huawei invest a lot of money in R&D every year. But in the areas of core communications patents and user experience, Apple hasn't shown the public much. Since Steve Jobs passed away, we haven't gotten any big surprises in new Apple products. -- I am a fan of Steve Jobs, but not a fan of Apple now.
Judging from these phenomena, Apple products will be squeezed out of the Chinese market very soon if Apple doesn't carry out large-scale reforms. Subject to the sanctions imposed on China by the United States and Western countries, Apple's international market will not be hit too hard for the time being.
Whether the production of Apple products (the whole industrial chain) leaves China is not an important issue for China. Chinese companies have learned a lot from Apple, marketing, industrial design, precision machining, quality control (until today, I still appreciate the industrial design of Apple products) ........... This advanced knowledge has created many Chinese smartphone brands today. But times are progressing.
From the perspective of business operations, moving the factory to India is the best option for Apple. The problem is that India needs to make a lot of efforts to absorb it. I will keep watching.
I am a business designer and see things only from a business perspective. Viewing and analyzing issues with strong nationalistic sentiments can lead to huge losses for my clients.
If you read the posts of the likes of beijingwalker you get the impression Apple could not function without China
I have seen the growth of Chinese brands Xiaomi and Oppo outside America
Apple's supply chain employs 1 million people in China. Switching a million jobs from China to India is a massive shift in economic output. That said I doubt Apple will move all the jobs unless forced to
Michael
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Everyone has the right to express his or her opinion, which is a core value of Western liberal democratic societies.
But we cannot judge the opinions of an entire group of people because of individual speech. As on the PDF, there are Indians who are fiercely nationalistic and Indians who think and speak rationally. I cannot judge an entire group of Indians because of what one person says.
In this round of technology war initiated by the United States, it first targeted ZTE and Huawei.ZTE soon chose to surrender, which directly led to ZTE's serious decline in market share, and it was not far from closing.
But Huawei is completely different. Many years before the U.S. sanctioned Huawei, Huawei's founder Ren Zhengfei predicted today's situation. -- In an interview many years ago, Ren talked about this.
Huawei began investing heavily in its “2012 Lab” many years ago. The lab was later spun off into a number of research organizations, including the famous Hisilicon Semiconductor.
Huawei has long used many U.S. parts and technologies before the U.S. sanctions, but it has been secretly stockpiling backup parts and technologies. So when the U.S. sanctions started, Huawei took some time in converting its backup program to a formal one. It quickly resumed.
Xiaomi, OPPO, VIVO and other companies are completely different. Much of their core technology comes from the West. They need to keep paying high fees (core parts and patent licenses) to western countries like the US. They also do R&D, but mainly focus on the user experience area.
If the US had chosen to sanction them first, they would have simply surrendered or gone bankrupt. At the same time, companies in the United States and other Western countries will also suffer huge losses.
If the U.S. sanctions them now, they will move directly to Huawei's technology platform in a very short period of time. They would not suffer greater losses, but those Western companies would suffer great losses.
Therefore, it is in the interests of the United States and other Western countries to maintain the normal operation of those companies. At the same time, it is in China's interest that these companies exist to keep Chinese technology in sync with that of the United States and other Western countries.
For Apple to move all of its supply chain in a very short period of time would be a loss to China and a huge loss to Apple itself. ------No other country can take over this supply chain in this amount of time. This means that Apple will not be able to ship.
If Apple takes a slow approach to moving all of its supply chain, China has plenty of time to absorb and transform the impact. It will not have any impact on China. ------ After Foxconn pulled out of its Zhengzhou factory, the large number of workers and plants there were quickly taken over by another Chinese company.
BYD has been one of China's largest cell phone makers, even though it doesn't put out BYD-branded phones itself. It has the ability to absorb all of Apple's production capacity in China.
I would like to remind you that Huawei has been in a state of capacity shortage. It's orders continue to skyrocket. It needs a lot of capacity to fulfill those orders. Does Apple want to help it?
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