"India Becoming China 2.0" - Will Apple’s MASSIVE India-iPhone Gamble Backfire?
Valuetainment
Valuetainment Episodes
4.8 • 1.7K Ratings
🗓️ 21 August 2025
⏱️ 15 minutes
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Summary
Apple is shifting major iPhone production from China to India, with plans to make 60M units a year and all iPhone 17 models shipping from India. The panel debates supply chain risks, Trump’s push for U.S. jobs, and whether Americans would pay more for a “Made in USA” iPhone.
Transcript
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| 0:00.0 | And now the story comes about with Apple, you know, moving their, expanding their production to |
| 0:05.7 | India, that's 60 million iPhones per year, away from China to India. What? That's a lot of phones. |
| 0:12.8 | That's a lot of jobs. China's losing a big account of a three, four trillion dollar company |
| 0:18.0 | that's going away from them. What if people all of a sudden realize that we no longer need to go to those guys? |
| 0:23.6 | If Apple's leaving, who else is leaving? |
| 0:25.2 | Who else is watching? |
| 0:26.4 | And so when you got Taiwan that's got 61% of the semiconductor chips with TSM, |
| 0:34.2 | which it stands for Taiwan semiconductor chips, |
| 0:36.9 | they know there's a monopoly there, not a monopoly, but they have a lynch. They got control. You got to go through it. China's not happy about it. But Tom, I'm going to come to you with a story from Bloomberg is Apple Expans iPhone production in India with U.S. brands, U.S.-bound new models. Okay. and there was some issue with US and India as well, but this is a complete separate issue. |
| 0:37.6 | Apple. brands, U.S.-bound new models. Okay. And there was some issue with U.S. and India as well, but this is a complete separate issue. |
| 0:57.6 | Apple is expanding iPhone production in India at five factories, including two recently open plans to reduce reliance on China-U.S.-bound models with operations scaling up to produce all four iPhone 17 models. |
| 1:11.0 | Ahead of their September debut, this marks the first time all new variations, including |
| 1:16.0 | pro-level versions, versions, was shipped from India from the outset per people with knowledge |
| 1:20.9 | of the matter. |
| 1:21.8 | The more move aligns with Apple strategy to diversify its supply chain amid U.S.-China trade |
| 1:27.0 | tensions with India now |
| 1:28.6 | accounting for 10% of global iPhone production per Reuters. Tom, what's the story here? |
| 1:32.9 | So what's been going on is Apple has been preparing for the China situation for about five years. |
| 1:42.7 | Apple has sensed very clearly discontent from the GOP side for years. |
| 1:51.7 | And they have also been, remember, the last thing you just said, 10%, 10% of iPhone production. |
| 1:58.1 | So it's not everything. |
| 1:59.4 | Moving 10%. |
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