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Bloomberg: Apple could assemble 25% of all its iPhones in India by 2025Apple india assembly bloomberg3 years ago
Published April 13, 2023 by Philip Elmer-DeWitt

Bloomberg: Apple could assemble 25% of all its iPhones in India by 2025

From Sankalp Phartiyal's "Apple Triples India iPhone Output to $7 Billion in China Shift" posted Wednesday.

Read More Bloomberg: Apple could assemble 25% of all its iPhones in India by 2025

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The Observer: Apple aims to move 45% of iPhone assembly in Indiaapple india iphone assembly3 years ago
Published April 12, 2023 by Philip Elmer-DeWitt

The Observer: Apple aims to move 45% of iPhone assembly in India

From Sissi Cao's "Tim Cook’s India Visit Signals the Country’s Growing Importance to Apple" posted Tuesday.

Read More The Observer: Apple aims to move 45% of iPhone assembly in India

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Bloomberg: Tim Cook is flying to Indiaapple india stores cook3 years ago
Published April 11, 2023 by Philip Elmer-DeWitt

Bloomberg: Tim Cook is flying to India

From Sankalp Phartiyal and Saritha Rai's "Tim Cook to Open First Apple Stores in India in Pivot Beyond China" posted Tuesday.

Read More Bloomberg: Tim Cook is flying to India

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India's steady climb up the luxury ladder plays right into Apple's brandapple india stores cook3 years ago
Published April 11, 2023 by Philip Elmer-DeWitt

India's steady climb up the luxury ladder plays right into Apple's brand

From Megha Mandavia's "For Apple, India Is the Next China" posted Monday by the Wall Street Journal.

Read More India's steady climb up the luxury ladder plays right into Apple's brand

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Apple leases 1M sq. ft. of space office in India, locks out competitorsapple bengalaru india lease3 years ago
Published April 10, 2023 by Philip Elmer-DeWitt

Apple leases 1M sq. ft. of space office in India, locks out competitors

"The company... has prohibited competitors like Alphabet, Microsoft, Samsung, Xiaomi, Amazon, Huawei, Netflix, Facebook, Spotify, Baidu and Tencent from occupying space in the building."

Read More Apple leases 1M sq. ft. of space office in India, locks out competitors

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To attract smartphone makers, India offered $6.65 billion in sweetenersapple india sweeteners3 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 mumbai3 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 counterpoint3 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 india3 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 india3 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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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
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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