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On 15 March, a fire broke out at an Apple cable manufacturing plant in Andhra Pradesh, India, causing damage to about half of the plant and machinery, and costing more than US$12 million (RMB 83 million). The fire has shifted the spotlight on Apple's plans to shift production capacity from China. Although India's involvement in Apple-related production began back in 2017, it was only focused on the low-end segment, but in September 2022, a milestone advancement took place: India was to be involved in the production of Apple's most important product, the iPhone 14. were produced in China, and now, with the addition of India, that will be history.

As to why Apple is determined to move some of its production capacity out of China, the culprit is still the familiar name of the "New Crown Epidemic". The new pandemic, coupled with increasingly treacherous international relations, has certainly taught all multinational companies a lesson: they cannot leave their production lines in one country. As a global company, uncertainty is the last thing you should accept, and the New Crown epidemic has increased this uncertainty. At first, under China's aggressive epidemic prevention measures, sporadic cases emerged with minimal impact on Apple. But by last year, the industry was devastated by multiple waves of New Crown outbreaks in China, and Apple was hit hard in China, particularly by the Foxconn outbreak last September, which severely impacted shipments of the iPhone 14 series. Driven by wave after wave of the epidemic, Apple has also had to start accelerating its plans to shift some of its production capacity from China. In September last year, JP Morgan claimed that Apple would shift up to 25% of its iPhone production to India by 2025; now a new report from the South China Morning Post suggests that this will rise to 50% by 2027. Apple is now actively 'de-Chineseing' itself.

The fire is a microcosm of Apple's factories in India, and there are many more mishaps in India: back in 2020, Wistron, one of Apple's foundries, disrupted production at its factory in India because employees were unhappy with their pay, leading to sabotage of the production line and the theft of thousands of iPhones; in 2021, a mass food poisoning incident at Foxconn's factory in India led to protests by thousands of employees in the canteen. A few days ago, it was revealed that the yield rate of iPhone 14 cases produced at a Tata Group electronics case factory, India's number one conglomerate, was only 50%, meaning that one in every two iPhones produced failed, a far cry from Apple's goal of almost zero defects. Apple engineers and designers often spend weeks or months at the factory overseeing production.