Apple is trying to diversify its supply chain away from China on rolling pandemic lockdowns there, as well as geopolitical headwinds between US and China, on one hand, or China and Taiwan, on the other, as that’s where the headquarters of its main assembler Foxconn is located.

According to Jeff Pu, an analyst with Haitong International Securities, “India is now an attractive location for manufacturing as it offers better labor cost structure while Apple is looking to reduce geopolitical risks,” while Aruna Sundararajan, a former government secretary there, adds that “all major companies are now looking at India as part of their ‘China-plus one’ or ‘China-plus two’ strategy.”

When asked for a comment on the successful transition of part of the iPhone 14 production schedule from China to India, Apple simply commented that it is “excited to be manufacturing iPhone 14 in India,” somewhat confirming that the conveyor belt launch has been smooth and earlier than anticipated.

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