Comment by alephnerd

> I will be suprised if companies like apple comply though

They will.

All tech companies already comply with India's IT Act. And India now manufactures 44% of all iPhones sold in the US [0] while dangling the stick of a $38B anti-trust fine [6] but also the carrot of implementing China-style labor laws [10] that Apple lobbied for [11], so Apple doesn't have much of a choice because both China and Vietnam (the primary competitors for this segment of manufacturing) have similar regulations while not shielding them from Chinese competitors. Samsung is in the same boat at 25% of their manufacturing globally being done in India in CY24 [1] while is also trying to further entrench itself [2][8][9] due to existential competition from Chinese vendors [3][7].

Heck, Apple complied with similar regulations in Russia [7] before the Ukraine War despite being a smaller market than India with no Apple manufacturing, engineering, or capex presence.

All large companies who face existential threats from Chinese competitors have no choice but to entrench in India as it's the only large market with barriers against direct Chinese competition - ASEAN has an expansive FTA with China which has lead both South Korea, Japan, and Taiwan to lose their staying power in countries like Vietnam, Indonesia, and Thailand where Chinese competitors are being given the red carpet, and Brazil is in the process of one as well.

And the Indian government is taking full advantage of this to get large companies to bend to Indian laws, as can be seen with the damocles sword of tax enforcement on Volkswagen [4] while negotiating an FTA with the EU and a potential $38B anti-trust fine against Apple [5] while negotiating a BTA with the US. It's the same playbook China used when it was in India's current position in the late 2000s and early 2010s.

Finally, India was in a de facto war earlier this year against Pakistan (Chinese manufactured missiles landed near my ancestral home along with plenty of Turkish and Chinese drones) along with a suicide bombing in India's Tiannamen Square (the Red Fort) a couple weeks ago [12], so anything national security has a bit more credence and leeway.

[0] - https://scw-mag.com/news/apples-supply-shift-to-india-speeds...

[1] - https://www.techinasia.com/news/samsung-to-broaden-manufactu...

[2] - https://www.chosun.com/english/industry-en/2025/11/25/SLEYWT...

[3] - https://www.digitimes.com/news/a20251118VL205/2030-samsung-s...

[4] - https://www.ft.com/content/6ec91d4a-2f37-4a01-9132-6c7ae5b06...

[5] - https://www.reuters.com/sustainability/boards-policy-regulat...

[6] - https://www.macrumors.com/2021/03/16/apple-to-offer-governme...

[7] - https://www.businesskorea.co.kr/news/articleView.html?idxno=...

[8] - https://www.digitimes.com/news/a20250903PD208/samsung-india-...

[9] - https://www.digitimes.com/news/a20241212PR200/samsung-india-...

[10] - https://www.bloomberg.com/news/articles/2025-11-21/india-imp...

[11] - https://www.bloomberg.com/news/articles/2023-03-21/apple-see...

[12] - https://abcnews.go.com/International/wireStory/india-intensi...