Adrian and Renaud explore a significant shift in global electronics production: India surpassing China as the top smartphone exporter to the USA. The discussion covers why this change happened so fast, how Apple and other big tech firms adapted, what this means for SMEs, and how Sofeast is now expanding its own manufacturing footprint in India. Show Sections 00:00 – India overtakes China in US smartphone shipments 02:20 – How tariffs and trade tensions triggered the shift 03:45 – Why...
