Thread by @CaVivekkhatri

🧵 Apple’s secret airlift operation is just the beginning…

In the last 3 months, Apple quietly flew 1.5M iPhones out of India.

Why?
Because US tariffs on China are exploding, and India is the new kingmaker.

If India plays this right, it’s looking at a $2 TRILLION opportunity.

Let’s break it down 👇

1️⃣ 💣 Truth Bomb: Trade wars create new winners

Every crisis hides a shift.

This time, it's the US slapping 25% tariffs on China, Mexico & Canada.

A 90-day “pause” ends July 9, 2025.

And companies are scrambling.

2️⃣📦 Ripple Start:

Apple’s response?
Airlift 600 tons of iPhones out of India.
1.5M units.
In 90 days.

Why?
To beat the tariff clock.
And signal something massive:
👉 India is the new China.

3️⃣ 🧠 Trick: Supply chain strategy = export edge

Global giants are done gambling on China.

The new game?

“China + 1”
(aka build a Plan B)

India is winning that game.

4️⃣ 📈 Sticky phrase: I call this the Tariff Gold Rush

The US wants to punish China.

But instead of hurting China alone,
they're rewriting global supply chains.

And India’s EVs + electronics sectors are suddenly on fire. 🔥

5️⃣ iPhone Production Shift — % from China vs India (2023 → 2026 projection)

6️⃣Wait till you see this…

A new McKinsey report says:
India’s high-growth sectors (EVs, batteries, electronics)
→ can generate $2 trillion in revenue by 2030.

That’s 3X more than in 2023.

7️⃣ 🚗 EV Boom: India’s $100B rocket

India’s EV market = 📈 CAGR of 40% to 66%.

By 2030?

Over $100B market
30% EV adoption
Massive infra growth (FAME, PM E-DRIVE)

8️⃣ 💻 Electronics Surge: From wires to wealth

India’s electronics output could jump to $500B by 2030.

Fueled by:
✅ iPhone assembly
✅ Semiconductor push
✅ FDI up 254% in 10 yrs
✅ 6M new jobs projected

9️⃣Most people miss this…

Most people think tariffs = bad for everyone.

But they miss this key insight:

Trade friction creates vacuum.
Supply chains hate a vacuum.
India fills it.

🔟 💥 Apple is just the start:

India has received 20+ FDI queries
in just 60 days post-tariff announcement.

Automobiles. Electronics. Chemicals.
India’s inbox is booming.

1️⃣1️⃣ India's Export Edge

1️⃣2️⃣ 🌍 Opposite World:

"You shouldn't start manufacturing in India."

Wrong.

Biggest players already are.

→ Apple
→ Samsung
→ Foxconn
→ Tesla exploring entry
→ Target, Macy’s cutting China

1️⃣3️⃣ 📉 Mistake: Not preparing for July 9

The 90-day pause ends on July 9, 2025.

If you’re a global manufacturer still relying on China-You're already late.

1️⃣4️⃣ 📚 Micro-Story:

In March 2025, Apple rerouted iPhones via air from India to the US.

Fast. Risky. Costly.

But it saved them millions in tariffs.

And proved one thing:

India is ready now.

1️⃣5️⃣ ⏳ Time Urgency:

This isn’t 2030 talk.

It’s happening in real-time.

By the time the next tariff hits?

The winners will already be exporting.

1️⃣6️⃣ 🧠 Underdog Angle:

They never taught us global trade works like this.

They never told us manufacturing = geo power.

Let’s fix that.

India's moment is now.
We can’t afford to miss it.

Do you think India will become a top-3 global exporter by 2030?

Bookmark this. You’ll need it by July 9.

RT this if this blew your mind 👇

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