Apple Aapl India Iphone Output Leaps To 22 Billion In China Shif
BloombergAPR 5
Apple Rushed Nearly $2B in iPhones from India Ahead of US Tariffs
Above: An Apple store on April 14, 2025, in Chicago, Illinois. Image copyright: Scott Olson/Staff/Getty Images News via Getty Images
The Spin
Narrative A
The rapid airlift operation demonstrates Apple's agility in supply chain management and its growing confidence in India's manufacturing capabilities, with the country emerging as a viable alternative to China for high-value electronics production.
Narrative B
Apple's behavior in March is typical for such an exploitative organization. Rather than shoulder the added costs of Trump’s tariffs, the company chose to work its Indian workforce to the bone and exert pressure on Indian authorities at Chennai airport to abandon their routine practices, all in the name of profit.