India's Tata Electronics is reportedly buying a 60 percent stake in Taiwan-based Pegatron's only India iPhone facility, strengthening Tata's position as Apple's main supplier partner in the country.
The number of iPhones made in India rose by a third in the six months to the end of September 2024, as Apple's efforts to expand in the country continue.
With India accounting for an ever greater proportion of iPhone manufacturing, Apple and its suppliers are planning to build residential accommodation by the thousands.
Pegatron is reportedly nearing a deal to sell the Tata Group a controlling stake in its iPhone facility in Tamil Nadu, India.
The government of India's Tamil Nadu region has announced investment deals with international technology firms, including $1.5 billion specifically for iPhone manufacturing.
Production at an iPhone assembly facility in Chennai, India has not started back up again on the third day of a shutdown following a factory fire, and may not open this week at all.
Pegatron suspended assembly of iPhones at its Chennai, India plant on Sunday, September 24, 2023, following what's been described as a "fire incident."
Apple's production partner for the long-rumored VR and AR headset has changed, with long-time AirPods assembler Pegatron out in favor of Luxshare.
Apple iPhone manufacturer Pegatron is to increase production in India, and is in talks to lease another factory in the Chennai region.
After a period of rapid expansion over the last few years, Apple and its suppliers have directly supplied 100,000 new jobs to the India workforce just in the last 19 months — and more are coming.
Peloton is switching gear to try and cut its costs, with a plan to use Apple's suppliers and other external firms to construct its fitness products rather than relying on its own factories.
COVID lockdowns in Shanghai have led iPhone manufacturer Pegatron to rethink its density in China — and look outside the country for expansion opportunities.
Apple assembly partner Pegatron has advised production at a factory in Shanghai has been impacted by the COVID-19 lockdown, a warning that could harm the manufacturing of iPhones and other products.
Apple's high-end MacBook Pro models appear to be affected by lockdowns in key Chinese manufacturing cities, while stock of the iPhone SE doesn't appear to be impacted yet.
Supply issues caused by Covid-19 lockdowns in key Chinese manufacturing cities are unlikely to significantly affect Apple, according to Piper Sandler.
Strict Covid-19 lockdowns in China are affecting more operations in Apple's supply chain, including key manufacturers of iPhone, iPad, and MacBook models.
China's latest COVID lockdown has seen Pegatron halt iPhone operations at its Shanghai and Kunshan plants, but Foxconn is unaffected, says analyst Ming-Chi Kuo.
A new Covid-19 outbreak in the Chinese city of Kunshan has resulted in fresh lockdowns and testing mandates, potentially snarling Apple's iPhone and iPad production.
Following the enforced closure of a Foxconn iPhone plant in India over poor working conditions, Apple has told the company it is "on probation."
Apple supplier Luxshare Precision is building a "mega-plant" in China to boost its iPhone assembly capabilities and challenge Taiwanese rivals like Foxconn and Pegatron.
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Charles Martin
William Gallagher
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