Apple Aims To Source All US iPhones From India in Pivot Away From China (ft.com)
- Reference: 0177138505
- News link: https://apple.slashdot.org/story/25/04/25/1514234/apple-aims-to-source-all-us-iphones-from-india-in-pivot-away-from-china
- Source link: https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372
[2]alternative source
as soon as next year, according to Financial Times, which cites people familiar with the matter, as President Donald Trump's trade war forces the tech giant to pivot away from China. From the report:> The push builds on Apple's strategy to diversify its supply chain but goes further and faster than investors appreciate, with a goal to source from India the entirety of the more than 60 million iPhones sold annually in the US by the end of 2026.
[1] https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372
[2] https://www.theguardian.com/technology/2025/apr/25/apple-source-us-iphones-india-china-trump-trade-war
Good jobs (Score:2)
What about all the good American jobs that are coming to America?
India trade deficit (Score:2)
India has more protectionism (and a corresponding shittier economy) than China. In terms of trade deficit, as an imports vs. exports percent difference, it isn't massively better than China. In other words, it could be the target of US protectionism the same as China.
Sucks for Apple (Score:2)
Apple is stuck right now. They can't continue to manufacture in China, or they just won't be able to sell any iPhones in the US with the tariffs. But moving production to India is a big risk, because you can't predict if there'll be higher tariffs on India soon. And it's just not feasible to make them in the US, though I'm sure they worked the numbers on it. Then there's always the risk that after moving production to India, that China makes a deal and it becomes better to manufacture in China again.
Just wait... (Score:2)
Just wait until Modi says something that irritates Orangino.
"I'M PUTTING A GOOGLE PERCENT TARIFFS ON INDIA! THEY ARE RIPPING US OFF! IT'S VERY BAD!!!"
How can companies do business in this sort of environment?
what about the USA and that foxcon plant in WI? (Score:2)
what about the USA and that foxcon plant in WI?
Re:what about the USA and that foxcon plant in WI? (Score:4, Funny)
The one that was announced around the time the last trade war happened in 2017?
For the deal maker that's a deal done and closed. He won, iphones back then were made in "America".
But, you know, Dark Brandon destroyed that win, so now the deal maker had to start again.
Re: (Score:2)
And the jobs are still not coming back to the US. The phones will be assembled in India, from parts sourced from China and Taiwan.
Re: (Score:2)
Yes, per TFS. Sounds like a BEAUTIFUL WIN to me.
Re: what about the USA and that foxcon plant in WI (Score:2)
Too bad companies don't waste money for political convenience.