QUOTE(aspenco @ Sep 12 2025, 10:52 AM)
True. I think india poses higher risks for foreign companies too... given their inconsistent regulatory practices, unreasonable scrutiny, bureaucratic hurdles, hefty fines... I have heard stories from my dealings with business managers and owners.
I was thinking it might just be better for apple to assemble their products in Vietnam or Malaysia. Some will say its due to costs reasons but I believe the culture, stability and proximity to China will outweigh that marginal cost increase.
yes, actually malaysia or vietnam are better option for apple assembly. I think tim cook also knows that, but India has its advantages, which tim sees this as a move to secure the india market which has 1.45b people. I was thinking it might just be better for apple to assemble their products in Vietnam or Malaysia. Some will say its due to costs reasons but I believe the culture, stability and proximity to China will outweigh that marginal cost increase.
if india is able to reach 50% of china's current gdp within 5-8 years, then its a win already for apple.
As india has the highest tariff on product not produce in India, which is why all the phone manufacturer like samsung, xiaomi, oppo, realme also has assembly factory in India.
This post has been edited by brian81st: Sep 12 2025, 11:06 AM
Sep 12 2025, 11:06 AM

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