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If I were Tim Cook I'd be real worried about being shut out of my own supply chain right about now. Didn't Apple start ramping up iPhone production in India r
by inferiorhuman 7y ago
If I were Tim Cook I'd be real worried about being shut out of my own supply chain right about now.
Didn't Apple start ramping up iPhone production in India recently? I agree that China is likely to retaliate but I imagine whatever decision making process there was for approving this HK app involved plenty of lawyers and analysis of potential fallout.
- cushychicken 7y agoMany companies are ramping up electronics production outside of China as a hedge against tariffs.
- scarface74 7y agoNot at any particular scale -- just enough to avoid import tariffs and keep the local politicians happy. The same thing that you see in the US for military contracts. Apple is also paying lip service to "manufacturing in the US" by manufacturing the low volume, high margin Mac Pros. Not meant to be a value judgement, knowing how to placate politicians is necessary when you operate at scale.
- inferiorhuman 7y agoNot at any particular scale -- just enough to avoid import tariffs and keep the local politicians happy. My understanding is that the Indian built phones were destined for the EU market which isn't engaged in a trade war with India or China.