Apple isn’t the only company taking a position in India. Many other electronics firms are working to build up their business, too, like Apple, also hoping to mitigate some of the damaging effects of US tariffs on international trade. They recognize, as so many do, that unless US consumers still enjoy access to affordable consumer goods, inflation, shortages, and unemployment loom. All the same, the migration to new production centers will take time, given the degree of investment required.
Apple, for example, has spent almost a decade building toward this transition.
The network opportunity
The flipside to all of this activity is that national infrastructure is being improved, which opens opportunities beyond manufacturing. Services, Apple’s other strong business, also seem set to benefit from the investments in network connectivity. Can more focus on Apple TV in India be far behind?
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