Venture Outsource LLC management consultant Mark Zetter has been working with India’s electronics industry and Indian companies offering contract electronics services and design manufacturing (ESDM) services in India since 2002. In May of 2023 on a podcast produced by ‘The Morning Brief’ in India and titled, “How fast can Apple bite into India?”, Mark Zetter talked with Arijit Barman (The Economic Times) about the ESDM services in India, Apple’s manufacturing and supply chain activities migrating away from China toward Vietnam and India, and more.
Also in this discussion with Barman was Steven Tseng, senior equity analyst at Bloomberg Intelligence. The three talk about challenges India and Apple are facing, and more.
- Steven Tseng, Bloomberg Intelligence, identified how much of Apple’s supply chain will migrate out over the next five to eight years
- Mark Zetter, Venture Outsource, LLC, outlined primary supply chain and contract manufacturing obstacles likely anticipated by Apple, some of challenges specific to Indian ESDM industry, Indian tech hubs across the sub-continent, feedback from western companies working with Indian ESDM firms, and more, and
- Writankar Mukherjee, Senior Editor, The Economic Times, analyzed export and manufacturing issues.
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This podcast was included in The Economic Times of India’s ‘Most Viewed Business News Articles, Top News Articles’ section.
A country in search of manufacturing
India-based contract electronics manufacturers, compared to large electronics solutions provider like Foxconn, Jabil, Flex and others, have limited scale and experience – depending on vertical markets and technologies – have experienced challenges over the years gaining trust of customers. Meanwhile China-based contract electronics providers have focused on domestic expansion amid the current macro environment.
More recently, months following after the above interview took place, read about Foxconn’s struggle to make iPhones in India in this article published by restofworld.org and written by Viola Zhou, tech reporter at Rest of World, and Nilesh Christopher, Rest of World reporter based in Bengaluru, India.
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