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apple's slow progress in india lags significantly behind china's rapid growth

Apple's assembly operations in India lag significantly behind China, with output reaching only 15 million units from 2016 to 2023, just 7% of global shipments. Despite easing local sourcing rules and launching an online store in 2020, the pace of growth is one-tenth that of China's rapid expansion. Apple's long-term goal is to achieve self-reliance in iPhone production in India, but this may take another 5–10 years, as current operations are primarily focused on final assembly with components sourced from China.

apple's china reliance boosts rivals while shifting focus to india

Apple's extensive investment in China, estimated at $55 billion annually, has inadvertently bolstered local competitors like Huawei and Xiaomi, as noted by journalist Patrick McGee. He argues that Apple's support of China's "Made in China 2025" initiative has strengthened its rivals' market position, capturing over 50% of global smartphone share. As Apple shifts manufacturing to India, concerns arise about potential geopolitical risks similar to those faced in China.

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