The Morning Brief Trump, Tim Cook, and the India iPhone Question
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May 22, 2025 In this engaging talk, Tarun Pathak, Research Director at Counterpoint Research, and Suraksha P, a reporter who visited the Foxconn facility, dissect Donald Trump's recent comments on Apple's expansion in India. They dive into the ambitious plans for the new Foxconn facility, set to produce 100,000 iPhones by 2025, and reveal the realities of life for workers there. The guests also explore whether Apple can realistically shift its manufacturing away from China and the complex geopolitical factors at play in this transition.
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Foxconn's India iPhone Surge
- Foxconn plans to produce 25 to 30 million iPhones in India this year, more than doubling last year's output.
- Apple expects most iPhones sold in the US soon to be made in India, signaling 'go time' for India's manufacturing role.
Inside Foxconn's Bangalore Plant
- Foxconn's new Bangalore facility is rapidly progressing with assembly already underway and shipments expected by June.
- Employee dormitories for 30,000 workers are being built to ease commutes, though executives live in much pricier apartments nearby.
India's Strategic Manufacturing Role
- India's appeal for Apple is not just market size but also export potential and favorable policies like PLI.
- India, alongside China and Vietnam, is a key manufacturing base, making it a strategic alternative for Apple.
