The article discusses the complexities of shifting Apple's iPhone manufacturing from China to the US, explaining that it cannot occur instantly due to manufacturing, real estate, and logistical challenges. Significant investments, including subsidies from the US comparable to those in India, would be required, and even in the best-case scenario, it could take at least another decade. The article emphasizes potential negative impacts on Apple's relationships with partners in China and growing markets in India, highlighting the intertwined nature of global manufacturing and sales strategies.
If the US were willing to provide at least equivalent subsidies to help Apple and its partners set up shop in America as India has done to nurture industrial development there, then the best-case scenario says it would take at least another decade for Apple to shift production capacity to the US.
Building production capacity to that point has taken a decade, and while iPhone manufacturing partners are rapidly expanding on this, obstacles to completely replacing China in the manufacturing chain remain.
Apple's old partners in China would also be upset, which would cause even more Chinese consumers to abandon iPhones. It matters that sales of foreign-brand smartphones are affected.
You can't magic this kind of iPhone manufacturing capacity out of thin air overnight. The factories don't exist, the production equipment they need hasn't been built yet, the land to put factories on hasn't been purchased.
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