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Apple's Supply Chain Makeover Gave India a Massive Win Over China


Apple's "China Plus One" strategy boosted India's export share, research shows.

The country's dethroning of China is largely driven by Apple's shifting supply chains, according to analysis from research firm Canalys published on Monday. Samsung and Motorola have also increased their share of US-targeted supply from India, but their shifts are significantly slower and smaller in scale than Apple's, the Canalys report said. In May, Trump threatened Cook with a 25% tariff on iPhones if the devices were made in India or elsewhere, in a move to pressure Apple to build its flagship product domestically.

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