Is India on the verge of becoming the new global hub for cutting-edge electronics manufacturing?

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 Recent reports indicate that Apple is exploring manufacturing its first-ever foldable iPhone in India. This potential move involves the tech giant and its local manufacturing partners, coming at a crucial time as Apple continues to de-risk its supply chain from China and leverage India's Production Linked Incentive (PLI) scheme. The immediate implication is profound: it would elevate India from an assembly hub to a producer of next-generation, high-value technology, marking a significant milestone for the 'Make in India' initiative.

From our perspective, this signals a major validation of India's growing capabilities in complex manufacturing. It moves the narrative beyond cost arbitrage to one of sophisticated production, likely attracting significant investment into the local component ecosystem. For the wider Indian business landscape, such a project would catalyze skill development and create a new class of high-precision domestic suppliers. As global tech realigns its manufacturing footprint, will this be the move that cements India's role as a leader in hardware innovation?

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