Apple's 'Make in India' journey is expected to be a rocky one despite rising number of suppliers there. South Korean electronics manufacturers are keeping a close eye on the India-Pakistan tension.
Why Apple's road to 'Made in India' is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam.
Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation
Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy.
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.
India's deep tech turn: Why the real buildout is just beginning
India's startup ecosystem is shifting from software-led ventures to deep tech fields like semiconductors, space, and robotics. Backed by policy reforms, government incentives, and emerging investor interest, startups are tackling capital-intensive innovations despite reliance on foreign fabs and IP. Two large fabs are underway, with deep tech capacity expected in 5–6 years. While AI and space tech attract funding, sectors like semiconductors remain underfunded but show growing promise.
India-Pakistan tensions rise as Samsung and LG monitor impact on Indian factories
For the first time in six years, military tensions between India and Pakistan have escalated. Amid this, South Korean tech giants Samsung Electronics and LG Electronics, with factories in India, are closely monitoring the situation.
LG Electronics sets up home appliance plant in southern India
According to CNBC-TV18, KNN Today, and Money Control, South Korean conglomerate LG Electronics will establish a large-scale manufacturing facility in Sri City, Andhra Pradesh, with an investment of over INR50 billion (approx. US$589.5 million).
Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes
According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following key government initiatives aimed at boosting local manufacturing.
Article edited by Levi Li
