Apple's ambitious expansion into India has built an impressive manufacturing ecosystem, but a financial storm is forming. As the tech giant accelerates its shift away from Chinese production, the specialized assembly equipment needed for future iPhone lines could trigger billions in unexpected taxes. This is not just moving factories, it is rebuilding a technological infrastructure inside a very different regulatory maze.
The company plans to significantly increase the number of equipment partners over the next two to three years, as reported by MoneyControl. Each new partnership means more navigation through India's tax rules for equipment imports, technology transfers, and inter company transactions, all while hitting the tight rhythms of iPhone production cycles.
This is not just an immediate cost story, it is a long game about positioning in a messy trade environment. If Apple can manage the tax load while keeping its edge, the shift looks brilliant. If not, it becomes an expensive lesson in the hidden costs of geopolitics and manufacturing. The stakes are high, and the real financial impact is only starting to show.
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