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To attract smartphone makers, India offered $6.65 billion in sweetenersapple india sweeteners2 years ago
Published April 7, 2023 by Philip Elmer-DeWitt

To attract smartphone makers, India offered $6.65 billion in sweeteners

From Xinmei Shen's "Made-in-India iPhones surge as Apple moves production away from China" posted Wednesday by the South China Morning Post.

Read More To attract smartphone makers, India offered $6.65 billion in sweeteners

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Apple (partially) unveils its Mumbai flagship storeapple flagship store mumbai2 years ago
Published April 5, 2023 by Philip Elmer-DeWitt

Apple (partially) unveils its Mumbai flagship store

From Priya Singh's "'Hello Mumbai': Apple BKC to be the first Apple Store in India" posted Wednesday by Business Today.

Read More Apple (partially) unveils its Mumbai flagship store

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Apple's 'Made in India' shipments grew 65% by volume, 162% by valueapple made india counterpoint2 years ago
Published March 29, 2023 by Philip Elmer-DeWitt

Apple's 'Made in India' shipments grew 65% by volume, 162% by value

From Prachir Singh's "Apple Contribution to ‘Made in India’ Smartphone Shipments Reached 25% in Value Terms in 2022" posted Tuesday by Counterpoint Research.

Read More Apple's 'Made in India' shipments grew 65% by volume, 162% by value

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Now hear this: Foxconn to make AirPods in Indiaapple airpods foxconn india2 years ago
Published March 16, 2023 by Philip Elmer-DeWitt

Now hear this: Foxconn to make AirPods in India

Initially hesitant, Foxconn "ultimately opted to go ahead with the deal to 'reinforce engagement' with Apple."

Read More Now hear this: Foxconn to make AirPods in India

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Evercore: Apple set for explosive growth in Indiaapple evercore india2 years ago
Published March 9, 2023 by Philip Elmer-DeWitt

Evercore: Apple set for explosive growth in India

"Assuming AAPL can extend their share from ~4-5% to ~17% over the next few years, it would suggest ~31M total units and rev/EPS upside of ~$22-23B/$0.40-0.50." -- Analyst Amit Daryanani

Read More Evercore: Apple set for explosive growth in India

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Foxconn accelerates Apple's move to Indiaapple foxconn india plant2 years ago
Published March 3, 2023 by Philip Elmer-DeWitt

Foxconn accelerates Apple's move to India

From Sankalp Phartiyal and Debby Wu's "iPhone Maker Plans $700 Million India Plant in Shift From China" posted Thursday by Bloomberg.

Read More Foxconn accelerates Apple's move to India

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Apple's suppliers are exiting China faster than expectedapple airpods vietnam india2 years ago
Published February 28, 2023 by Philip Elmer-DeWitt

Apple's suppliers are exiting China faster than expected

"We get requests from our clients almost every month. 'Do you have any plans to expand to India?'" GoerTek deputy chairman Kazuyoshi Yoshinaga

Read More Apple's suppliers are exiting China faster than expected

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Why Apple might have better luck in Vietnam than in Indiaapple india stumbling blocks2 years ago
Published February 14, 2023 by Philip Elmer-DeWitt

Why Apple might have better luck in Vietnam than in India

"In India, everything is an obstacle." -- Vivek Wadhwa

Read More Why Apple might have better luck in Vietnam than in India

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Apple asked if 17 suppliers could open shop in India. 14 were approved.apple india 14 suppliers2 years ago
Published January 18, 2023 by Philip Elmer-DeWitt

Apple asked if 17 suppliers could open shop in India. 14 were approved.

From Saritha Rai and Sankalp Phartiyal's "Apple Gets a Boost in India as Chinese Suppliers Given Clearance" posted Tuesday by Bloomberg News.

Read More Apple asked if 17 suppliers could open shop in India. 14 were approved.

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By 2027, India could be making more iPhones for Apple than ChinaApple india iphones china2 years ago
Published January 16, 2023 by Philip Elmer-DeWitt

By 2027, India could be making more iPhones for Apple than China

From Coco Feng's "India’s share of global iPhone production forecast to match China’s by 2027 as Apple steps up supply chain diversification" posted last week by the South China Morning Post.

Read More By 2027, India could be making more iPhones for Apple than China

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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