Publicação
Apple in 2025, with and beyond the iphone-India: a new production home base and market frontier for apple
| Resumo: | This work project analyzes Apple’s value creation, focusing on the smartphone industry in 2025. Utilizing a comprehensive case study and a structured teaching note, the work evaluates the industry attractiveness and Apple’s competitive advantage to discuss strategic options. The analysis shows that Apple’s ecosystem remains its most powerful source of value creation, yet the company is exposed to iPhone dependence, regulatory pressure, and technological shifts such as AI. The study outlines the strategic trade-offs Apple must navigate between defending its mature core business and pursuing new frontiers in areas like healthcare and AI. The individual part investigates how India has become increasingly important for Apple in terms of manufacturing. Building on the group part, it finds that Apple’s India strategy is successful because it combines global integration with selective local responsiveness. India is not only a sales opportunity but also Apple’s second production base, which reduces dependency on China. Apple preserves its premium positioning while expanding adoption through retail expansion, financing, trade-in programs, and distribution partnerships. The main bottleneck is India’s weak component ecosystem, which presents an opportunity for Apple to collaboratively develop this. |
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| Autores principais: | Beathalter, Sven |
| Assunto: | Apple iPhone Smartphone Management Strategy Value creation Porter’s five forces |
| Ano: | 2026 |
| País: | Portugal |
| Tipo de documento: | dissertação de mestrado |
| Tipo de acesso: | acesso aberto |
| Instituição associada: | Universidade Nova de Lisboa |
| Idioma: | inglês |
| Origem: | Repositório Institucional da UNL |
| Resumo: | This work project analyzes Apple’s value creation, focusing on the smartphone industry in 2025. Utilizing a comprehensive case study and a structured teaching note, the work evaluates the industry attractiveness and Apple’s competitive advantage to discuss strategic options. The analysis shows that Apple’s ecosystem remains its most powerful source of value creation, yet the company is exposed to iPhone dependence, regulatory pressure, and technological shifts such as AI. The study outlines the strategic trade-offs Apple must navigate between defending its mature core business and pursuing new frontiers in areas like healthcare and AI. The individual part investigates how India has become increasingly important for Apple in terms of manufacturing. Building on the group part, it finds that Apple’s India strategy is successful because it combines global integration with selective local responsiveness. India is not only a sales opportunity but also Apple’s second production base, which reduces dependency on China. Apple preserves its premium positioning while expanding adoption through retail expansion, financing, trade-in programs, and distribution partnerships. The main bottleneck is India’s weak component ecosystem, which presents an opportunity for Apple to collaboratively develop this. |
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