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by MattGaiser 2146 days ago
Isn't Apple moving to India?

https://appleinsider.com/articles/20/08/03/six-apple-product...

I suspect that Apple is moving away from China, but the reality is that doing so takes time.

4 comments

That is most probably Apple doing diversification to avoid SPoF and taking advantages of tax breaks. They will never stand up for these things because they don't just manufacture, they sell a lot of devices there.
Doing any amount of supply chain and manufacturing diversification now is still an option expanding choice in the long run.
Why does the reason matter? Pulling production is pulling production.

We are better off letting companies quietly pull out than starting big rights that fundamentally hurt Western firms.

Let them quietly move towards the exits.

That’s a good point. If we assume the best of Tim Cook, he’d still be savvy enough not to announce “China sucks we’re moving to India” but rather the SPoF argument, and then one day, well we need to reduce capacity and for reasons XYZ (which are aha nothing to do with the CCP) we’re going to focus on India.
I support this if that is the intention, I was just speculating that the reason is just the points I mentioned and not Apple looking to calling it quits over some ideals.
And India is very oppressive in Kashmir but most people just conveniently forget about it.

https://www.nytimes.com/2019/08/10/world/asia/kashmir-india-...

moreso because they sense the us govt stopping them. not because they have moral qualms
That article actually states "Apple manufacturing partners" are opening factories in India. In other words, Apple are continuing to work with Chinese companies, and the Chinese companies are extending their reach outside of China. In no way is that Apple moving away from China.
Most of those partners are actually Taiwanese.

And Apple is simply hedging their bets like any responsible company would be doing in this situation. So some manufacturing capability will be moving to India et al but obviously not all and not in the short term.