Technology

Basically they've committed to sourcing all iPhones for the US market from India which requires doubling production capacity.

On Tuesday, Indian Telecommunications Minister Jyotiraditya Scindia said Apple “has decided to source and produce all its mobile phones in India in the years to come.”

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Trump says his tariff campaign is part of a broader effort to revive US manufacturing and bring jobs back home. The measures have been paused until July while the administration seeks bilateral agreements.

Indian Trade Minister Piyush Goyal said on Tuesday the two sides were making “very good” progress and expected to finalize a deal soon.

Industry experts say shifting production from China may not be easy, as high-value components like semiconductors are still made there, and chip manufacturing in India is “five to ten years away.”

This doesn't free them from Chinese semiconductor components but I will note many top US decoupling planners never actually expected or wanted to fully remove all Chinese inputs from the global production system so it's important not to crow unduly about that.

These planners merely intended to have measures to prevent China from moving up the value chain, to keep them a low value unfinished products maker 10 years behind the US and west technologically and to keep finished products including the brands themselves firmly in the hands of the west. This is why Huawei was banned. They seek to keep the high-ground, the lions-share of the profits which is selling the assembled device (and pressuring component manufacturers for maximum discounts with threats), as well as the ability to use that commanding position to discipline other countries by controlling flows of those finished products via companies in the west that obey US sanctions. As well as of course products compromised by NSA backdoors in design, by 14 eyes intelligence sharing and national security letters forcing cooperation inside the western development branches of these companies, etc which are leveraged to maintain western dominance via their vast intercept, hacking, spying, blackmail operation.

In my opinion this is just further proof that decoupling is proceeding albeit slowly. Not perhaps to plans of being ready for a war next year or 2028 but eventually and next decade likely.

I think 10 years for semiconductors in India may be optimistic but I expect they'll make SOME progress by then and western firms will also have some plants in the west they can use so there will be a shortage over Taiwan but not an implosion.