Apple has big plans for India – but Trump’s tariffs can change this

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Nvidia is currently running with Industries Industries Industries on AI research while AMD and Micron have pledged to expand in India. Apple CEO Tim Cook who developed a strong relationship with Modi, went to the country To open four retail stores in 2023.

India has played an important role in helping Apple diversification of its supply chain and has become less dependent on China. In addition to iPhones, it started producing other products in the new market, including iPad and AirPods.

“45% of Apple’s total income built in China, but they want to move it up to 30%,” said Gene Monster, a partner head at Deepwater Asset Management, in CNBC by phone. However, experts point out that higher tariffs can challenge Apple extension and reduce the company’s total profitability in India.

“I suppose Apple would like to send a message to New Delhi to motivate them to negotiate and push the equal structure of tariffs,” said Patrick Murchad, senior executive director and co-founder of thesixfiveMedia.

CNBC turned to Apple for comments and did not hear.

Moorhead is studying the Apple supply chain and believes that it has the opportunity to move some production between Asian production sites across India, China and Vietnam if you need to do it.

At this point, the only country that is more isolated from tariffs will be Vietnam, which is probably due to the low imbalance between the US and Vietnam, CNBC said by phone.

Minimizing the impact of tariffs

There are other options.

Viewing potential strategies, technology companies can use to limit the effects of tariffs on China, Morgan Stanley analysts say that one of the alternative is to send “the United States related to the finished product from China to the country’s third party before announceing the completed goods.”

The same can be applied in India.

When a trading war is gaining speed, technology companies can also stimulate not only to study the diversification of their supply chain to one to two additional countries, but also three -four to make sure they can turn as needed. This is definitely a great endeavor. Creating a store in a new country can take three years. Because the supply chain experts have shared with CNBC, it will take time to create a new plant, set up relationships with local suppliers and hire proper talent, and all, receiving the necessary gaps from local government.

However, when tariffs are increasingly becoming economic weapons, transnational companies, such as Apple, can use a bunch of money to distribute their production trail even more than they are already. China+1 may need to change to China+3.

This may mean that Apple produces fewer phones in India than previously rated.

The flexibility of the supply chain, albeit expensive, can become the key to ventilating the tariff brown for apples. What it does for India’s ambitions become a destination for companies seeking to get away from China is another thing.

Inflation in India decreases more than expected in February. In the country Consumer Price Index came by 3.61% The Ministry of Statistics and implementation of the country’s statistics and implementation annually on Wednesday. Economists interviewed by Reuters expected 3.98%read during this period. This is for the first time since last summer that inflation came below the reserve bank of India 4% and means the lowest monthly print since July 2024.

Benefits of the list on the national exchange of India. Entrepreneurs or startup founders should take advantage of India’s benefits and list on India’s National Stock Exchange, CEO Bourse Ashish Kumar Chauhan Get off live Event in Singapore on Wednesday. India is in the place where there are “a lot of brains, a lot of businesses and very little capital,” he said, and noted that itAnd the Indian market had the largest number of lists in the world in 2024.

The Indusind Bank calls for a quiet after accounting discrepancies. On March 10, the lender reported to Indian exchange that he discovered during internal issues regarding the positions on trade in derivatives. As a result, the bank interval suggests that its net price will bring 2.5%. However, Indusind reassured investors who are still well -coveredForcing the stock to bounce on Wednesday after immersion on Tuesday.

As of 11.15 am local time on 13, landmark Nifty 50 The index increased by 0.21% and the wide SENSEX index was 0.15% higher.

A 10-year government bond with a 10-year Indian bond has dropped to 6.708%slightly.

This week, CNBC PRAMOD GUBBI, the founder of Marcellus Investment Manchers, believes that the tax reducing Indian government in its recent trade union budget is not “significant enough to move the needle” to Indian consumption reserves. This is partly because the country has survived the “good three years of strong consumption” after the pandemic, which is fueled by bank loans for retail firms and consumers, which led to the use of Gubby costs. From here, Consumers save more to pay off this debt and distracting for costs.

Meanwhile, Maersk North American President Charles van der Stun Stuna tells Laurie Anne Laroka that “tariffs never break the supply chain”. While trading barriers can affect one aspect of the global supply chain, there will be other countries to replenish this violation. India, in particular, will Save its value in a global supply chain Because the South Asian nation provides companies to production potential when firms diversified away from China from the tariffs on Trump.