Due to geopolitical and pandemic, Apple has been accelerating the diversification of its supply sources, with India being the most well-known case for such transfer. According to TrendForce, India’s Tata Group is expected to become the fourth iPhone assembler for Apple. Following Apple’s pattern, new suppliers receive smaller orders for lower-end models, which means Tata Group will initially get only small orders for the iPhone 15 and iPhone 15 Plus.
TrendForce thinks the small order has 3 implications in Apple’s relocation plan:
First, Tata, the largest conglomerate in India, has received orders for iPhone 15 and iPhone 15 Plus, indicating that India will become the first wave of shipments for new iPhone series.
Second, the reason why Tata is able to produce iPhone is due to the acquisition of Wistron’s Indian production line. Therefore, Tata’s entry also means Wistron’s exit from the iPhone assembly business.
Last, Tata is the fourth company to undertake iPhone assembly business after Luxshare joined in 2020 for iPhone 12 Pro Max assembly.
TrendForce emphasized that although Tata’s share of assembly orders for various iPhone models is only 5% in 2023, it still shows an accelerating trend of Apple’s production relocation.