Apple has removed Meta Platforms' popular messaging apps WhatsApp and Threads from its App Store in China. This action comes following directives from the Chinese government, citing national security concerns. Apple, in a communication to Reuters, confirmed that the Cyberspace Administration of China has ordered the removal of these apps from the Apple Store specific to China. The company stated, "We are obligated to follow the laws in the countries where we operate, even when we disagree."


While these apps have been pulled from the Chinese market, they remain accessible in other global markets where Apple operates. The initial report on the removal of these Meta apps was first published by The Wall Street Journal.


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Apple's Focus On India


Parallel to this app removal situation, Apple is actively pursuing a strategy to diversify its manufacturing base. Discussions are currently underway with India's Murugappa Group and Titan Company — a part of the Tata Group — to explore the local production of iPhone camera sub-components. This move is seen as Apple’s strategy to reduce its manufacturing reliance on China.


Despite assembling numerous iPhone models in India, Apple has yet to incorporate Indian suppliers for the intricate camera modules required in its devices. Titan Company, known for its precise engineering in watch and jewellery manufacturing, and the Murugappa Group, with its broad interests spanning engineering, financial services, and chemicals, are both under consideration for their expertise in precision components.


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Shift Supply Chain To India


Apple's broader goal is to shift at least half of its supply chain to India and increase local sourcing and production by nearly 50 per cent over the next three years. Currently, Apple relies heavily on firms like Sony in Japan, Samsung in Korea, and Omnivision in China for the crucial image sensor chips in camera modules, which are among the most costly parts of the smartphone.


The tech giant is looking to ramp up its production in India, aiming for nearly Rs 1 trillion worth of iPhones by the end of March 2025. This increase is in line with the capacity expansions at its existing manufacturing partners in India, where approximately 70 per cent of locally manufactured iPhones are slated for export, with expectations for this figure to increase.