Overseas media: Apple is leaving China for India
Apple is accelerating the relocation of its manufacturing operations out of China. Sources familiar with the matter said that Apple plans to have all iPhones sold in the United States manufactured in India by the end of 2026.
Apple is accelerating the transfer of its iPhone production lines from China to India. Sources familiar with the matter said that Apple plans to have all iPhones sold in the United States manufactured in India by the end of 2026, and it may be possible for a large number of models to be assembled in India as early as 2025. This shows that Apple's global supply chain is undergoing rapid restructuring.
Insiders pointed out that if Apple wants to achieve this goal, it must increase its current iPhone production in India by at least two times.
Is "Made in India" about to replace "Made in China"?
The Financial Times reported that Apple plans to move the assembly of all iPhones sold in the U.S. to India as early as next year. The report also stated that under the pressure of Trump's carefully planned tariff trade war, producing in China to supply the U.S. market has become too risky for the giant company. As Trump's second term progresses, the trend of moving production from China to third countries is accelerating. India is becoming Apple's new paradise.
Jean-Joseph Boillot, an expert on emerging countries at the French Institute for International and Strategic Relations (IRIS), said that this does not mean India has great competitiveness. Instead, India has made tremendous progress in recent years.
After taking office, the Trump administration announced a 145% "reciprocal tariff" on Chinese goods, further prompting Apple to accelerate the relocation of its production bases.
Original article: https://www.toutiao.com/article/1830422124420169/
Disclaimer: This article represents the author's personal views.