South Korean media: Samsung and Apple increase their share of smartphone production in India.
< p > South Korean media: Samsung and Apple significantly increase smartphone production in India! < / p >< p > On June 4, the South Korean media "Newdaily" published an article stating that according to statistics from the market research company Count Research Point, the shares of US smartphone shipment manufacturing countries in the first quarter were China (52%), India (26%), and Vietnam (21%) respectively. Compared with the same period last year, the share of Chinese manufacturing decreased by 4 percentage points, dropping from 56% to 52%, and the share of Vietnamese manufacturing also decreased by 6 percentage points, falling from 27% to 21%. On the other hand, India's production share increased by 10 percentage points, rising from 16% to 26%. This means that among every 10 smartphones shipped to the US in the first quarter, about 3 were produced in India. < / p >< p > Among major manufacturers, Apple, Samsung, and Motorola all increased shipments from India to the US. This was interpreted as the impact of global smartphone manufacturers diversifying their supply chains after US President Donald Trump announced tariff policies in February. < / p >< p > In fact, according to Bloomberg reports, Apple's total value of iPhones produced in India from April last year to March this year reached $22 billion (calculated at the factory price). This is a 60% increase compared to last year. About 80% of Apple's iPhone production takes place in China, but as China became the direct target of tariffs, Apple increased its production share in India. Motorola's shipments from India also nearly tripled compared to the same period last year. It is reported that Samsung Electronics increased production of mid-to-low-end models such as the Galaxy A16 in India. < / p >< p > More than 50% of Samsung Electronics' smartphones are produced in the North Ninh and Thai Nguyen factories in northern Vietnam. These factories produce more than 100 million smartphones annually, including flagship products like the Galaxy Z Fold and Galaxy Z Flip. < / p >< p > However, when equal tariffs were announced in early April, there were concerns that the 46% tariff on Vietnam would inevitably have an adverse effect on Samsung Electronics. In terms of India, compared to Vietnam, its tariff rate is 26%, which is relatively lower. Therefore, this can be interpreted as Samsung Electronics proactively increasing production at its Indian factories. < / p >< p > Initially, the mainstream view in the industry believed that it would be difficult for Samsung Electronics to change its existing supply chain centered on Vietnam. It was observed that solving these issues would take quite some time because the production capacity, component procurement, and human resource skills of Indian factories were not as good as those of Vietnamese factories. < / p >< p > However, since the US market accounts for a large portion of total sales, Samsung seems to have quickly adjusted its production ratio. Last year, Samsung Electronics exported $61.3533 trillion won to the Americas, accounting for approximately 30% of its total annual sales of 209.522 trillion won. < / p >< p >< img src = "//p3-sign.toutiaoimg.com/tos-cn-i-ezhpy3drpa/e3f4071b76e94e45ab1405249d32df10~tplv-obj:3200:2000.image?_iz=97245&bid=15&from=post&gid=1833988515230732&lk3s=06827d14&x-expires=1756771200&x-signature=9rZzCJ3kCUdoNHw22KUgFHsWCeA%3D" / > < / p >< p > Source: https://www.toutiao.com/article/1833988515230732/ < / p >< p > Disclaimer: The article only represents the views of the author. < / p >
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