Apple is clearly building a footprint in a new Asian area following the recent inauguration of the Apple Store in India, while the political and logistical obstacles in China have intensified. Apple's manufacturing activities have been migrating away from China and towards Vietnam and India. Apple prefers India over the other two countries since it expects at least 25% of all Apple products to be manufactured there by 2030, but in reality, will it be a cakewalk or an arduous task? Host Arijit Barman speaks to
- Steven Tseng, Senior Equity Analyst at Bloomberg Intelligence, to identify how much of the supply chain will migrate out over the next 5 -8 years,
- Mark Zetter, Founder and Management Consultant - VentureOutsource.com, outlines the first obstacles anticipated by Apple, and
- ET's Senior Editor - Writankar Mukherjee analyses the real exports and manufacturing issues.
Credits: Apple Earnings Call and Editorji
If you liked this episode from Arijit Barman, check out his other episodes onET Awards 2022: India Inc Debates The Capex & Growth Commitment, Breaking The Taboo: Time To Regulate And Bet On Betting?, Anil Agarwal's billion woes of Vedanta and much more!
Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.
See omnystudio.com/listener for privacy information.