> they're doing it to maintain or grow their position on the Indian market That's not the main reason for moving manufacturing. You move manufacturing to explo

> they're doing it to maintain or grow their position on the Indian market That's not the main reason for moving manufacturing. You move manufacturing to exploit lower prices in the production chain (and other logistical considerations). It's why one $10 t-shirt is produced by work in 10 different countries, and why that too is constantly shifting. It's harder to "shift" a massive centralized tech industrial manufacturing system, but if the cost savings are there, you move. I think everyone is now aware that China is finally developing a middle class and starting to clean up its rampant abuse of its environment, meaning it's going to cost more to manufacture there. Time to look for another developing nation to exploit, and India is a gigantic and attractive target with a lot of potential. Building (and selling) cars is quite different than phones, advertising, or internet services. BMW produces mostly SUVs in its Spartanburg plant, and it sells most of those SUVs in the USA (its biggest market), so it's more profitable (tariffs, shipping, JIT, etc) to make them locally. All other BMWs in the USA are imported. Manufacturing your tech in your biggest market (now or the future) may be unnecessary and less profitable if you can squeeze more out of the production chain in another country. China has just been so god damn cheap for so long (and so free with its loans) that it's totally fine if they aren't even one of your biggest markets. But they won't be that cheap for much longer, especially if the USG makes it harder/more expensive.