torsdag 29. mai 2025

Why Make-in-India isn’t a guaranteed success despite U.S. tariffs on China

U.S. President Donald Trump has never been the one to hold back an opinion.“I had a little problem with Tim Cook yesterday,” Trump said on a trip to Qatar last week, referring to a conversation he had with Apple’s chief executive about the company’s decision to move iPhone manufacturing from China to India, rather than the United States.

“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.