"More than 300 Chinese workers have left, and mostly support staff from Taiwan remain in India"
Read More China recalls hundreds of its engineers from India's iPhone factories
Apple’s push in India continues
2 weeks ago
2 weeks agoFrom Marcus Mendes' "Foxconn to start making iPhone casings in the country" posted Thursday by 9to5Mac.
Apple's got some breathing room in China
3 weeks ago
3 weeks ago"The need for Agentic AI is not quite a factor yet in the decision process for most smartphone buyers." — Counterpoint Research's Jeff Fieldhack
"We are not interested in you building in India, India can take care of themselves, they are doing very well, we want you to build here." — President Trump in May
Read More Reuters: 97% of made-in-India iPhones are being exported to the U.S.
"Apple doesn’t want to be one of Trump’s many targets, let alone his favorite. But it can certainly take a punch."
Read More Fast Company: Apple is Trump's new favorite punching bag
"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."
Look what China didn't send to the U.S. in April
2 months ago
2 months agoFrom Andy Lin and Vlad Savov's "Chinese Smartphone Exports to US Plunge to Lowest Since 2011" posted Tuesday by Bloomberg.
"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."
Read More Daniel Ives: Apple bulls need to look past the next 3 months
"Now I hear you're building all over India. I don't want you building in India."
Read More 'I had a little problem with Tim Cook yesterday' (video)
"The increase in shipments in March and early April will help insulate Apple from potential immediate pricing impacts in the U.S. through mid-to-late summer." Counterpoint analyst Gerrit Schneemann
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