I don’t think that disproves much? They have been trying to move since 2017 and it’s been filled with nothing but troubles for them. I am sure it will happen as the cost of labor is cheap and they will be making US phones here without risk of Chinese tariffs.
India is a difficult challenge for most manufacturing operations, the government has done little to educate the population and pollution both in the air and food I fear will have a lasting impact. Some of the last reporting I saw had some insanely high number like 90% of tested children have lead poisoning. China has had their problems but they excelled at the growth stage.
It's optimism, mixed with getting some local (Indian) goodwill, mixed with pretending you diversified your production (while parts can still come from China), mixed with slow progress and mostly bad results
I don’t think that disproves much? They have been trying to move since 2017 and it’s been filled with nothing but troubles for them. I am sure it will happen as the cost of labor is cheap and they will be making US phones here without risk of Chinese tariffs.
India is a difficult challenge for most manufacturing operations, the government has done little to educate the population and pollution both in the air and food I fear will have a lasting impact. Some of the last reporting I saw had some insanely high number like 90% of tested children have lead poisoning. China has had their problems but they excelled at the growth stage.
It's optimism, mixed with getting some local (Indian) goodwill, mixed with pretending you diversified your production (while parts can still come from China), mixed with slow progress and mostly bad results