The diversification strategy reduces dependence on China, but the holes are still
Apple started to move part of iPhone production to India nearly ten years ago, and now this strategy allows the company to ease the risks related to the new US tariffs. According to analysts, about 14% of all brand smartphones concentrated in India and by the end of 2025, this figure could reach 25-30%. Growth is provided by partners, such as Foxconn and Tata, as well as support from the Indian government, which provides tax benefits and benefits for infrastructure development.
However, an important part of the production chain still depends on the supply of parts from China. This means that with the seriousness of trade or political conflicts, Apple's holes will remain. Experts note that even with an increase in assembly volume in India, the company does not seem to completely transfer all the main production stages in the coming years.
The 25% mission for a part of Indian goods is declared by the US government does not significantly affect Apple plans, as most devices manufactured in India are sent to the US market as part of the long -term contract. However, analysts warn that uncertainty is preserved in the world trade will force the company and continue to find ways to distribute production between different areas.
In addition to expanding in India, Apple continues to invest in production capacity in other countries, including Vietnam and Malaysia. Experts consider these steps as part of the global strategy to reduce dependence on a supplier or region. At the same time, critics pointed out that such measures are gradually and cannot completely change the geography of the supply chain.