---
title: "Can India replace the \"China fruit chain\"? The \"soul\" of the iPhone is still in China"
description: "Apple's layout in India is seen as a cautious diversification strategy rather than a shift in the core driving force of the industry. Although India has made progress in enhancing its manufacturing ca"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/242673648.md"
published_at: "2025-05-31T06:51:00.000Z"
---

# Can India replace the "China fruit chain"? The "soul" of the iPhone is still in China

> Apple's layout in India is seen as a cautious diversification strategy rather than a shift in the core driving force of the industry. Although India has made progress in enhancing its manufacturing capabilities, it still cannot truly replace China's position in the iPhone manufacturing system. The key issue is that India lacks a complete industrial ecosystem

Harvard Yenching Institute visiting scholar Mao Keji pointed out that Apple's layout in India can hardly be called a transfer of its core industrial driving force; rather, it resembles a cautious diversification strategy. This can be seen as an insurance-like "industrial backup" rather than a true alternative. If consumers tear off the packaging of iPhones labeled "Made in India," they will still find a strong Chinese imprint—components, suppliers, and manufacturing processes all come from China. Although India has made some progress in enhancing its manufacturing capabilities in recent years, it is still far from truly replacing China's position in the iPhone manufacturing system. The key issue is not that India lacks ambition, but that it lacks a complete industrial ecosystem

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.