“I don’t want you building in India,” Trump said he told Cook, after news emerged of Apple’s decision to ramp up production in India with the aim of making around 25% of global iPhones in the country in the next few years, and reduce reliance on China, where around 90% of its flagship smartphone is currently assembled.
While India has certainly emerged as a significant, albeit nascent, hub for electronics assembly, the path to it becoming a clear-cut alternative to China isn’t a guaranteed outcome, despite U.S. tariffs on Chinese goods.