Apple's decision to produce iPhones in India for the US market is not as sudden as it appears; it is a culmination of years of effort and investment. The transition underscores the complexity of relocating manufacturing infrastructures, which cannot happen rapidly. Rather, it requires significant resources, skilled labor, and planning. Furthermore, Apple's strategy is aimed at reducing its dependency on China, simultaneously enhancing manufacturing capabilities in other nations like Brazil, Vietnam, and Thailand to diversify its supply chain and production risk.
In other words, while the company's move to make iPhones for US market in India may seem sudden, it is something that has taken years. That effort proves that shifting manufacturing to new nations is not an overnight task; it takes time, a lot of investment, an available and accessible skilled workforce, and more.
With that in mind, it is foolish to expect manufacturing infrastructure to migrate across territorial boundaries any faster than Apple - with all its advantages - has been able to achieve in India.
The overall impact of Apple's more diversified approach is a decreased reliance on its former manufacturing partner, China, from which India and other nations, including Brazil, Vietnam, and Thailand, are seeing some benefit as Apple is also increasing its manufacturing capabilities in those countries.
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