China's Decrees 834, 835 threaten Apple's India push, electronics JVs scramble for Centre's intervention
New Chinese supply chain decrees 834 and 835 risk disrupting India's electronics manufacturing ambitions, hitting Apple, its India suppliers and domestic firms with Chinese JVs. Industry has petitioned the Centre for urgent action as China+1 diversification efforts face fresh headwinds.
What happened
China's new supply chain decrees 834 and 835 may disrupt India's electronics manufacturing ambitions, impacting Apple, its India suppliers and domestic firms
Key facts
- Decree 834
- Decree 835
Why this matters
Window opening for non-Chinese component partnerships and JV restructurings as Indian electronics firms seek to de-risk their Chinese tie-ups under regulatory pressure.