Indian media: Apple CEO Tim Cook confirmed in the latest earnings report that more than half of the iPhones sold in the US market are currently assembled in India, and India has replaced China as the main production base for iPhone exports to the US.
Vietnam has become the main supplier of MacBook, iPad, and Apple Watch. This move reflects Apple's supply chain diversification strategy under the current circumstances.
The Indian "Make in India" policy provides tax incentives, reduced tariffs on imported components, and support for high-end manufacturing, attracting Apple to expand its capacity in India, and plans to produce all iPhones for the US market in India by the end of 2026.
Although India still relies on importing key components such as semiconductors from China, and needs to double its output to completely replace Chinese products, it has already surpassed China in export volume (119 million units vs. 6.8 million units). Apple and its partners are continuously investing in expanding production in India.
Original article: https://www.toutiao.com/article/1839540058563588/
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