India being a large market that has tariff issues I suspect a large majority of the new production will ultimately end up for sale in India.
Tim Cook is smart to start moving away from China, and for doing it slowly. No need to piss off your current landlord until you find new digs and make them just right. It appears more and more every day that a conflict with China in some sort is in the cards. I really hope not. No one wins wars. Wars only produce survivors, at least on a human level.
India is a good place in Asia for Apple to be diversifying to. In the future as chip making capacity in the Western Hemisphere ramps up, I suspect a lot of precision electronic manufacturing will end up in South America.
Western powers are just biding time with China until this critical manufacturing capacity can come online in a place not subject to conventional attack by the PLA. Semiconductor production is a national defense issue for the US and allied countries the same way shipbuilding and tank production was during previous conflicts.
Tim Cook is smart to start moving away from China, and for doing it slowly. No need to piss off your current landlord until you find new digs and make them just right. It appears more and more every day that a conflict with China in some sort is in the cards. I really hope not. No one wins wars. Wars only produce survivors, at least on a human level.
India is a good place in Asia for Apple to be diversifying to. In the future as chip making capacity in the Western Hemisphere ramps up, I suspect a lot of precision electronic manufacturing will end up in South America.
Western powers are just biding time with China until this critical manufacturing capacity can come online in a place not subject to conventional attack by the PLA. Semiconductor production is a national defense issue for the US and allied countries the same way shipbuilding and tank production was during previous conflicts.