Apple is still in India, that’s how it’s going to be

Situated between China and Pakistan, India has geo-political significance, which is why I think threats of tariffs against iPhones manufactured in India will be less impactful in reality.

Ultimately, India and the US know they need to work together, and that means shared interests exist.

That’s likely to be part of the analysis at Apple, in India, and at Foxconn as the latter announces plans to invest $1.49 billion in new factories in India.

The new facility is part of Foxconn’s global expansion plan as it seeks to diversify production outside Taiwan. The company has now won regulatory approval from Taiwan’s Ministry of Economic Affairs for the projects.

The new factory is intended to make smartphone components for phones (look, it’s probably iPhone, right?) made in India. This new investment follows

The US is also getting something – and it’s the right thing, too – high-tech manufacturing. Foxconn will spend $735m to set up a new US company called Project ETA (DE) LLC, which will make data center modules and servers, which reinforces the importance of Apple’s cloud-based intentions.

The big push in India means that 97% of the iPhones manufactured there ended up in the US. Production is set to increase, analysts expect 30% of all the iPhones made worldwide will be made in India this year, and this will continue to increase.

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