Apple's Shift: From China to India

In this week’s episode of China Insider, Miles Yu discusses the recall campaign movement in Taiwan’s Legislative Yuan and what this means for the Kuomintang (KMT) and Taiwan People’s Party (TPP) coalition, as well as implications for the future of U.S.-Taiwan relations. Second, Miles looks to answer whether China over-extended in its response to United States tariffs, and how China’s response may not reflect the economic reality. Lastly, we look into Apple’s announcement to transition iPhone production from China to India by the end of 2026, and assess China’s economic capacity to absorb such a significant offshore of manufacturing.

China Insider is a weekly podcast project from Hudson Institute’s China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.