Valuetainment - August 21, 2025


＂India Becoming China 2.0＂ - Will Apple’s MASSIVE India-iPhone Gamble Backfire？


Episode Stats

Length

14 minutes

Words per Minute

198.6481

Word Count

2,929

Sentence Count

279

Hate Speech Sentences

11


Summary

Apple is expanding iPhone production in India at five factories, including two recently opened plans to reduce reliance on China and U.S. bound models, with operations scaling up to produce all four iPhone 17 models. Ahead of their September debut, this marks the first time all new variations, including pro-level versions, will ship from India from the outset.


Transcript

00:00:00.000 And now the story comes about with Apple, you know, moving their, expanding their production
00:00:05.420 to India, that's 60 million iPhones per year away from China to India.
00:00:10.940 What?
00:00:11.860 That's a lot of phones.
00:00:12.880 That's a lot of jobs.
00:00:14.280 China's losing a big account of a three, four trillion dollar company that's going away
00:00:19.120 from them.
00:00:19.760 What if people all of a sudden realize that we no longer need to go to those guys?
00:00:23.400 If Apple's leaving, who else is leaving?
00:00:25.300 Who else is watching?
00:00:26.000 And so when you got Taiwan that's got 61% of the semiconductor chips with TSMC, which
00:00:34.440 it stands for Taiwan Semiconductor Chips, they know there's a monopoly there.
00:00:38.800 Not a monopoly, but they have a lynch.
00:00:40.580 They got control.
00:00:41.340 You got to go through it.
00:00:42.460 China's not happy about it.
00:00:43.480 But Tom, I'm going to come to you with a story from Bloomberg, is Apple expands iPhone production
00:00:47.940 in India with U.S. brands, U.S.-bound new models, okay?
00:00:53.380 And there was some issue with U.S. and India as well, but this is a complete separate issue.
00:00:57.620 Apple is expanding iPhone production in India at five factories, including two recently
00:01:02.680 opened plans to reduce reliance on China and U.S.-bound models, with operations scaling
00:01:06.840 up to produce all four iPhone 17 models.
00:01:11.100 Ahead of their September debut, this marks the first time all new variations, including pro-level
00:01:16.560 versions, will ship from India from the outset for people with knowledge of the matter.
00:01:21.800 The more move aligns with Apple's strategy to diversify its supply chain amid U.S.-China
00:01:26.720 trade attentions, with India now accounting for 10% of global iPhone production per Reuters.
00:01:31.640 Tom, what's the story here?
00:01:33.380 So what's been going on is Apple has been preparing for the China situation for about five years.
00:01:41.800 Apple has sensed very clearly discontent from the GOP side for years, and they have also
00:01:52.540 been, remember, the last thing you just said, 10%, 10% of iPhone production.
00:01:58.140 So it's not everything.
00:01:59.400 Moving 10%.
00:02:00.320 So they went to India so that they could get cheap labor rates in a country that got them
00:02:06.640 less heat, and that's politically, and, you know, logistically, now if something does happen
00:02:13.640 in China, like what if China attacks Taiwan, and we put the hammer down and say, okay,
00:02:18.600 embargo, no ships to any ports coming from China right now, no exports.
00:02:23.240 We would do that.
00:02:24.460 Like if they invaded China, if they invaded Taiwan and just went there, in addition, we'd
00:02:28.480 be worried about chips.
00:02:29.440 But we'd put the hammer down and say, economic embargo right now, nothing moves.
00:02:33.440 And then Apple would be like, oh, crap, I can't get phones.
00:02:36.720 So they had a political side of it, and then a practical side.
00:02:40.680 The practical side was, it's never good to have all your manufacturing in one place.
00:02:44.380 Something happens.
00:02:45.300 It could be the environment.
00:02:46.180 It could be a war.
00:02:46.840 It could be all these things we're talking about.
00:02:48.420 And so they were already doing that.
00:02:50.160 The punchline was Tim Cook telling Trump, well, we've been planning to move stuff out of
00:02:57.500 China for a while, and we're moving stuff to India, and expecting Trump to be happy because
00:03:05.120 it's hurting China.
00:03:06.500 But Trump moved your next five moves straight down.
00:03:09.640 Why don't you build them here?
00:03:11.180 Bring them here.
00:03:12.100 Why don't you bring them here to the USA?
00:03:13.820 I appreciate that you're helping me.
00:03:15.380 That helps me with China.
00:03:16.480 Thank you.
00:03:17.060 He didn't say it like that, Tom.
00:03:18.280 He wasn't friendly about it.
00:03:19.520 No, he wasn't.
00:03:19.960 He says, I'm not happy.
00:03:21.060 His key words were, I'm not happy that you're moving them to India.
00:03:25.340 What does that mean to me in states?
00:03:27.480 And I think that's the reason why he raised it from $500 billion to $600 billion, that
00:03:31.160 additional $100 billion.
00:03:32.440 Apple thought that he'd be, Apple thought that, okay, enemy of my enemy is my friend.
00:03:37.440 So Apple thought, hey, I'm moving some stuff out of China.
00:03:40.080 It gives you, it's going to help the bargaining chip.
00:03:42.300 And you get the response from him, no, that's, you know, one side that may be okay, but you
00:03:48.400 know what?
00:03:48.880 Where is it here?
00:03:50.080 You know, I'll be right back.
00:03:51.380 You know, printer's moving and everything.
00:03:52.780 Next day, Tim Cook, ah, this just in, $500 billion.
00:03:57.780 I mean, $600 billion.
00:03:59.520 I'll be building chips.
00:04:00.480 I'll be building all the things here.
00:04:01.960 And that just shows you, again, the power of negotiation.
00:04:04.040 Because by the way, moving to India does help Trump, but he's not going to give that to
00:04:08.820 Apple.
00:04:09.340 He's going to say, no, no, no.
00:04:10.480 I want the next steps.
00:04:11.840 I want it here.
00:04:12.520 Let me tell you this.
00:04:13.280 Moving to India may help Trump, but don't forget this.
00:04:17.740 Here's what you never forget.
00:04:21.340 And people tend to consistently forget, my opinion.
00:04:25.380 So how many years ago did U.S. not worry about China's power and they were worried about
00:04:30.440 Japan?
00:04:31.500 Right?
00:04:32.160 You go to the-
00:04:32.960 1980s, basically.
00:04:34.200 1980s with the auto industry.
00:04:35.520 The ping pong, the Xi Jinping, or, you know, the, well, not Xi Jinping.
00:04:38.720 What was the guy's name?
00:04:40.200 Ping pong diplomacy.
00:04:41.360 Ping pong diplomacy.
00:04:42.180 But what was the guy's name that did the whole thing?
00:04:45.920 You brought this up in California the other day.
00:04:47.920 So when you think about-
00:04:48.880 What was his name, Rob?
00:04:49.320 What was his buddy's name?
00:04:50.320 Zhang.
00:04:50.800 Zhang.
00:04:53.760 Anyways.
00:04:54.480 Pat, you really got to practice your Mandarin.
00:04:56.220 But let me go with this.
00:04:57.640 The part to be thinking about here is nobody, Nixon didn't think China was going to end up
00:05:03.660 being this powerful and this ambitious to want to beat America when he did the deal.
00:05:06.820 That was in 1972, 71, when he brokered the deal with China, the ping pong diplomacy.
00:05:12.980 Everything that Kissinger talked about was like low-cost manufacturing.
00:05:16.380 And Japan taught China how to have 5,000 banks with 35 loan officers each, with 35 locations,
00:05:23.720 you know, taking 5.25 loans, all the stuff that they had in place.
00:05:28.280 That was at a time where China was not well-respected.
00:05:32.760 And then all of a sudden, they're number two, about to be number one.
00:05:35.700 So you know what India's at right now?
00:05:37.740 Number four.
00:05:38.380 They're about to pass up and be number three.
00:05:40.600 India's about to be number three.
00:05:42.180 And guess what happens if you keep strengthening India?
00:05:44.820 India becomes China 2.0.
00:05:46.700 Now, they will say India's not one that wants to do war and India gets along with all their
00:05:52.120 enemies.
00:05:53.080 They get along with China and US and Russia and everybody.
00:05:55.820 They don't want to have a war with anybody.
00:05:56.920 That's India's, what do you call it, identity.
00:06:00.360 Except Pakistan.
00:06:01.080 Except until when you all of a sudden get a new leader in that maybe is not Modi and
00:06:08.980 realizes that, hey, maybe we can be China and US, let's go for everything.
00:06:13.420 And then India starts using the leverage.
00:06:15.460 So the way to fix it long term is to make sure you don't have 100% of your iPhone production
00:06:20.500 being in China and India.
00:06:21.680 Why don't you bring 30% of it in US?
00:06:24.420 Why don't you bring 30% of it in US and allow some people in America, guess what?
00:06:29.040 What if we did this?
00:06:30.340 What if Apple did this?
00:06:31.780 How do you think this would work out?
00:06:33.080 Just a thought.
00:06:34.340 What if Apple decided to sell 25% of their iPhones in America numbered that says made
00:06:43.260 in America?
00:06:43.940 Oh, wow.
00:06:44.420 You think people would pay $500 more for it?
00:06:46.420 I would do it.
00:06:47.200 Believe it or not, I actually think there are Americans that would pay the premium to
00:06:53.660 get a made in America phone.
00:06:55.960 And they would brag about it.
00:06:57.860 And that would be a test.
00:06:59.420 So what if you go do a small number of tests?
00:07:01.760 You don't need to do a big one.
00:07:02.740 Do 5%.
00:07:03.480 Do 10%.
00:07:04.280 Go do a small production of your phones made in America.
00:07:07.560 Pass the cost down to some American buyers.
00:07:09.280 See if they'll buy it.
00:07:10.380 Maybe they will.
00:07:11.020 Maybe they won't.
00:07:11.780 But I think that's what Trump is trying to say.
00:07:13.660 I didn't tell you to take this stuff to India.
00:07:14.960 I told you to bring this stuff to America, Tim Cook.
00:07:17.480 Why are you moving to India?
00:07:18.320 I'm not going to feel it.
00:07:19.720 So that's what I see happening here.
00:07:23.420 But there's still some feud going on with India and America.
00:07:26.980 Adam, do you have thoughts on the story?
00:07:28.220 Well, as far as India goes, as far as Apple goes, as far as China goes, there's plenty
00:07:32.620 of companies in America that operate out of China.
00:07:34.820 I think Apple's the number one company.
00:07:36.200 McDonald's is expanding.
00:07:37.280 Yum Brands, that's KFC.
00:07:39.060 Starbucks operates there.
00:07:40.240 It'll be interesting to see how many of these companies basically maybe stop trying to make
00:07:47.320 their way in the Chinese market right there.
00:07:48.800 As far as India goes, as far as India versus Pakistan goes, I'm on Team India.
00:07:53.880 But at the same time, India is two-faced.
00:07:56.660 They're friends with everybody.
00:07:57.700 Oh, we'll be friends with Russia.
00:07:58.800 We'll buy this.
00:07:59.460 Yeah, we're friends with America.
00:08:01.500 They're, you know, Modi is India first.
00:08:04.040 He's trying to make India great again.
00:08:05.480 They're trying to basically compete with China.
00:08:06.900 They're kind of like your friend that you don't trust.
00:08:10.140 That's your friend.
00:08:11.080 But they're kind of a fake friend.
00:08:12.300 They're not a frenemy.
00:08:13.720 India is an interesting country.
00:08:17.200 But I'd rather be seeing American operations operate in India, not China.
00:08:22.000 That's for sure.
00:08:22.920 Yeah, I get that.
00:08:24.000 By the way, you just ran the poll, Rob.
00:08:25.700 A thousand people voted.
00:08:26.840 Watch this.
00:08:27.920 Would you pay 500 extra for a made-in-America phone?
00:08:30.840 Look what it is.
00:08:31.600 50-50 basically.
00:08:32.320 By the way, that means yes.
00:08:33.780 Yes.
00:08:34.600 That means yes.
00:08:35.500 People would.
00:08:36.900 That means I would pay for it.
00:08:39.560 I do believe that's how you sell it.
00:08:43.220 You literally, here's what Apple does.
00:08:44.980 Think about the Apple box that's got American flag on it.
00:08:48.620 Oh, man.
00:08:49.540 Okay?
00:08:50.000 And it's only made for America.
00:08:52.000 You only got to do 5% of it just to test it.
00:08:54.920 There is a market of people.
00:08:56.560 You know what would happen?
00:08:57.540 Let me tell you what would happen.
00:08:58.400 There would be thousands and thousands of influencers that would buy the made-in-America phone and post it all over social.
00:09:07.340 You wouldn't need to spend a single penny of doing a commercial on it.
00:09:10.120 You would gain a loyalist customer coming to Apple that 2,000 votes.
00:09:17.320 It's still at $5,347.
00:09:19.840 They're saying yes.
00:09:21.140 I would pay that additional $500.
00:09:23.680 We're up to something here, guys.
00:09:25.300 I would pay it.
00:09:26.040 Because guess what?
00:09:26.700 I'm saying we're supporting American jobs, American workers, Vinny.
00:09:30.280 Would you rather do it that way by paying more for an iPhone, or would you rather wait for the government to tax you and eventually give somebody a nickel?
00:09:38.640 What year did Nixon go to?
00:09:40.620 71, 72.
00:09:42.080 Okay.
00:09:42.240 So we're talking.
00:09:43.180 How close was that to Mao's great leap forward and the Cultural Revolution?
00:09:47.900 That was right around that time, right?
00:09:49.580 Where are you going with this?
00:09:50.620 No, I'm just wondering.
00:09:51.540 I mean, it's interesting how China and America at this point are competitors.
00:09:56.200 Some might call them enemies.
00:09:57.080 Anyways, we conveniently forget that 25 to 40 to 50 million people, million people just died in China.
00:10:06.900 Oh, they died.
00:10:07.580 He killed them.
00:10:08.420 I mean, there was famines.
00:10:10.020 There was communism.
00:10:12.040 We forget about all the deaths in communism.
00:10:15.400 But, you know, we get cheap iPhones.
00:10:17.380 So let's see what we can do with that.
00:10:19.620 Do you guys know what day today is?
00:10:20.780 Does anybody know what day today is?
00:10:22.120 Today happens to be the National Lemonade Day.
00:10:24.100 Okay.
00:10:24.560 Today.
00:10:24.860 It's actually the National Lemonade Day.
00:10:28.300 Okay.
00:10:29.140 So when you think about the National Lemonade Day, we launched this campaign a few months ago.
00:10:34.160 If you remember, Rob, if you can go to it, it was the Zested Forward Lemon Box, which ended up becoming a hit.
00:10:41.700 And we got so many awesome stories and testimonies.
00:10:44.860 The other day, I was reading all the reviews at the bottom of what stories people were saying and the reaction they got from folks.
00:10:49.840 It's absolutely awesome.
00:10:51.200 I'm going to read this to you.
00:10:52.020 Imagine someone's having a bad day.
00:10:54.080 Things are not going the way they wanted.
00:10:55.780 This box shows up.
00:10:57.120 Valuetainment.
00:10:57.920 They open it up and there's a message there.
00:11:00.900 Okay.
00:11:01.200 An inspirational message there that they hear.
00:11:03.500 And then outside of the inspirational message, there's a few items.
00:11:07.400 A Zested Forward Hat.
00:11:09.340 Future Looks Bright Hat.
00:11:10.620 A few other items.
00:11:12.220 And it's a way.
00:11:13.660 What is that audio, Rob?
00:11:15.180 Is that Adam?
00:11:16.160 You?
00:11:16.580 Okay.
00:11:16.780 So, I want to read some of these stories to you of people who use this and send it to others and what their experience was from the people that received it.
00:11:26.960 So, here's one.
00:11:28.040 Hello.
00:11:28.480 Yes, yes, yes.
00:11:29.700 Amazingly, Zest helped me surprise.
00:11:32.480 Helped me to surprise gentleman who has everything and more for his 98th birthday.
00:11:36.680 That's awesome.
00:11:37.580 He was looking and listening to Patrick.
00:11:39.520 Never seen anything like that.
00:11:41.000 Whispered.
00:11:41.760 Great idea.
00:11:42.940 Touched the heart.
00:11:44.280 Me too.
00:11:44.780 Thank you.
00:11:46.560 My appreciation is going out to you, Lilia.
00:11:49.580 Okay.
00:11:49.860 So, that's one right there.
00:11:50.820 Next one.
00:11:51.700 My sister-in-law is going through chemotherapy.
00:11:54.300 She was very surprised and blessed by the gift.
00:11:56.760 Thank you for thinking of such a lovely gesture.
00:11:59.100 God bless you.
00:12:00.200 Here's another one from Eric Stewart.
00:12:02.940 My customer is going through some hard times with business and family.
00:12:06.400 The VT Lemon Box put a smile on his face with a heartfelt thank you.
00:12:10.360 Great idea, guys.
00:12:11.220 I can go on and on and on with these stories.
00:12:13.040 Folks, if you know a friend or family that's going through challenging times, go to VTMerch.com, place the order, zest it forward to somebody, make someone's day.
00:12:22.020 Sometimes the best feeling in the world isn't receiving the gift.
00:12:25.620 Sometimes the best feeling in the world isn't you getting the promotion, isn't you getting all of that.
00:12:29.060 Sometimes it's just doing it for somebody else.
00:12:30.500 So, if you want to start your day, you know, for me, anytime I was having a bad day in sales the last 25 years, the first thing I would do when I would go through a lot of rejections, I would call five of my clients or five of my guys, and I would tell them how amazing that I would find a way to make somebody else's day.
00:12:44.600 Then my spirits would come up.
00:12:46.060 Then I would perform and go out there and, you know, make my calls and meet with my clients that I needed to.
00:12:50.340 So, if you want to be able to do that for somebody else, send this to someone.
00:12:53.980 Not only will you bless someone's day, but it's going to come back and do the same thing to you.
00:12:57.360 So, that's one.
00:12:57.940 Number two, August 27th, I want to remind you guys of what's happening here on the campus.
00:13:03.300 August 27th, we're giving private tours of the entire campus.
00:13:08.300 Right now, we're building a soccer field here.
00:13:10.400 Literally, we're building a futsal field here, one of the biggest futsal fields in all of the state of Florida that's being built right behind me as we speak.
00:13:17.200 Every time people come and see our campus, they're like, we had no idea you guys had nearly 200 employees, and you guys are doing all this stuff.
00:13:22.540 Yes, this is what we do.
00:13:23.720 Really, yes.
00:13:24.920 So, if you're somebody that wants to come and get a private tour of what we're doing here at Valuetainment, Lion Holding, all you need to do is have a ticket that you bought to go to the Valk Conference.
00:13:36.340 So, if you're somebody that's going to the Valk Conference, if you get a general ticket, you can come here to network in the hangar.
00:13:41.700 There'll be a lot of surprises there.
00:13:43.240 But if you're somebody that gets a platinum or an executive, our guys will give you a tour of the entire operation.
00:13:48.860 Obviously, no cameras when you come to the executive floor.
00:13:51.160 And if you get a founder and a CEO ticket sold out, but if you get a founder ticket, and even if you're an existing CEO ticket holder, you come through, I'm going to give you the tour of the entire property multiple times with all the other people that are coming down.
00:14:02.880 We've already had hundreds of people that have registered.
00:14:06.240 This is limited to a certain amount of people because we're going to have security all over the place.
00:14:10.260 If you want to go out there and get registered, get yourself a ticket.
00:14:12.900 Rob, how does somebody register to put their names on the list?
00:14:15.420 I'm putting the link in the description right now, and it'll also be pinned in the chat.
00:14:18.600 Okay, perfect.
00:14:19.420 So he's going to put in the link in the description, and it'll be in the chat.
00:14:22.380 So those two things.
00:14:23.660 Either make someone's day or get yourself a ticket to go to the Valk Conference.
00:14:27.420 Come and get a tour of the office here and network with nearly 400 other people that will be here as well.
00:14:32.160 It'll be a fun time.
00:14:33.220 If you enjoyed this video, you want to watch more videos like this, click here.
00:14:35.920 And if you want to watch the entire podcast, click here.
00:14:38.680 See you next time.
00:14:39.680 Bye.
00:14:40.680 Bye.
00:14:41.680 Bye.
00:14:42.680 Bye.
00:14:43.680 Bye.