Valuetainment "India Becoming China 2.0" - Will Apple’s MASSIVE India-iPhone Gamble Backfire?
Aug 21, 2025
Apple is shifting its iPhone production from China to India, planning to make 60 million units annually. This strategic move raises questions about supply chain risks and the implications of geopolitical tensions. The discussion dives into the appeal of American manufacturing, with some consumers potentially willing to pay a premium for a 'Made in USA' iPhone. Additionally, the conversation provides reflections on historical context and the importance of kindness in community initiatives.
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Apple Diversifies To Reduce Geopolitical Risk
- Apple is shifting significant iPhone production from China to India to diversify supply and reduce geopolitical risk.
- Moving manufacturing across countries reduces single-point failure from wars, embargoes, or environmental disruptions.
Single-Country Manufacturing Is Strategic Vulnerability
- Concentrating manufacturing in one country creates strategic vulnerability for global supply chains.
- Apple anticipated political pressure and planned diversification years in advance to blunt risk.
Leverage Moves For Better Government Deals
- Use geopolitical moves as leverage in negotiations with governments and partners.
- Expect governments to demand more local investment when companies shift production overseas.