Real-Time Transportation Visibility Platforms: Leading Providers Project44, FourKites, and Shippeo

The report provides an overview of the leading players in the transportation visibility space, including Project44, FourKites, and Shippeo, which have all focused on visibility platforms specifically. The report highlights the importance of end-to-end supply chain visibility and the expected amalgamation of the transport management and visibility markets through M&A activities and in-house development efforts. The report covers descriptions of visibility technologies and associated concepts, profiles of leading providers, and additional visibility technology providers.

Apple Inc. has significantly expanded its iPhone production in India, aiming to reduce its reliance on China for U.S.-bound devices. The company is now manufacturing all four iPhone 17 models in the country, marking a major shift in its global supply chain strategy [1].

The expansion includes five factories in India, two of which are newly opened facilities operated by the Tata Group and Foxconn Technology Group. This move is part of Apple's broader manufacturing diversification plan, driven by efforts to mitigate the impact of U.S. tariffs on Chinese exports. The production shift is already yielding tangible results, with India exporting $7.5 billion worth of iPhones from April to July 2025, up from $17 billion over the entire previous fiscal year [1].

Tata Group's production sites in Tamil Nadu and Karnataka are expected to account for as much as half of India’s iPhone output within the next two years, signaling the company’s rising importance as an Apple manufacturing partner. Foxconn’s facilities near Bangalore are also part of the expansion, with recent operational ramps indicating strong progress in India’s production readiness [1].

Apple's India-based production strategy extends to future models. The company is already planning to manufacture a new iPhone 17e, set to launch early next year, and is discussing production plans for the iPhone 18. These plans underscore Apple’s commitment to India as a core manufacturing hub, despite the imposition of a 25% tariff on Indian goods by the Trump administration, in part due to India’s oil imports from Russia [1].

CEO Tim Cook has pledged a $600 billion investment in U.S. operations over four years, partly to secure continued tariff exemptions for India-made iPhones. Currently, consumer electronics including iPhones remain exempt from sectoral tariffs, though the evolving trade policy environment remains a concern [1].

In parallel with its production expansion, Apple has been steadily enhancing its India-based operations beyond manufacturing. The company now engineers, develops, and tests iPhones in India, leveraging its growing local talent pool. The expansion of its supplier base has been supported by state-level subsidies under Prime Minister Narendra Modi’s government, helping to offset some of the costs associated with shifting production from China [1].

Apple’s India manufacturing strategy was first tested in 2017 with the iPhone SE model and has since matured into a significant component of its global supply chain. The Tata Group has become the primary Indian assembler of iPhones, following its acquisition of Wistron’s factory in Karnataka and a controlling stake in Pegatron’s plant near Chennai [1].

References:
[1] Apple Expands iPhone Production in India for US-Bound ... (https://www.bloomberg.com/news/articles/2025-08-19/apple-expands-iphone-production-in-india-for-us-bound-new-models)