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Apple to move US iPhone assembly to India

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Apple plans to shift iPhone production for the US market to India as early as next year, in response to the Trump administration's trade war, which has increased costs due to rising tariffs on China. Apple currently produces around 80% of the 60 million iPhones sold in the US in China. This move is seen as a key step to mitigate these costs.

    1. You need secure, continuous, and productive infrastructure to maximise manufacturing as best as you can and be globally competitive.
    2. If you're charging import tax for intermediary goods, then you cannot actually be competitive versus somebody who does not. Their objective is to be as competitive as they can be to become the leading manufacturing hub.
    3. They have massive amounts of infrastructure problems in terms of traffic and mobility, and all these different variables that make the cost of the production longer, which eventually cost more money for the company.
    1. India will help, but it's not moving the needle on China's dependence for Apple. It will take years to make this move, as Apple is caught in the tariff storm.