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The new geopolitics of electronics giants’ production chains

A small revolution or the beginning of a big march? Apple has started production of some of its iPhone 14s, its latest generation of phones, in India. Until now, only old models were collected on the peninsula. Hence, the brand has decided to expand the Indian facilities of its industrial partner, Taiwan’s Foxconn. According to analysts at JPMorgan, 25% of iPhones sold globally could be “made in India” by 2025.

This shift from Apple to India is indicative of a fundamental movement gaining momentum that reflects Western countries’ fear of depending on China for their electronics manufacturing. Several factors explain this migration, starting with Washington’s policy towards Beijing initiated by Donald Trump and continued by Joe Biden. The United States continues to impose restrictions on the export or use of technology by Chinese companies…

Source: Le Figaro

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