US Edition
Apple boosts India's factory hopes - but a US-China deal could derail plans
- Apple is relocating the majority of its iPhone manufacturing destined for American consumers from China to India, signaling a major transformation in international manufacturing networks.
- This move came amid heightened tariffs and geopolitical risks that encouraged supply chain diversification, but a recent US-China trade reset lowered tariffs and reduced these incentives.
- India’s manufacturing sector is growing, with new export orders at a 14-year high and government trade deals supporting its vision to become a major manufacturing hub despite dependence on China for components.
- Trade analyst Ajay Srivastava emphasized that India’s share of value from iPhones will grow only if more components are made locally and urged policymakers to cut costs, improve logistics, and ensure regulatory clarity.
- The US-China trade reset complicates India’s goal to replace China as a manufacturing base by potentially stalling investment shifts, highlighting the need for sustained reforms and long-term competitiveness.
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Can a US-China Agreement Undermine India’s Manufacturing Aspirations?
India’s vision to be a world manufacturing hub has picked up strong pace in recent times, fueled by government efforts and big business shifts like Apple relocating bulk of its iPhone production for the US market from China to India. The shift represents a tectonic shift in global value chains, with India becoming a preferred destination relative to China. However, latest trends in US-China trade relations risk complicating this bright scenario.…
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Leaning Left1Leaning Right1Center3Last UpdatedBias Distribution60% Center
Bias Distribution
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60% Center
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C 60%
R 20%
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