It seems to be that there are a few problems going on between China and Apple may be this is one the reasons why, Apple seems to be focusing on the untapped market of India. They hope that by doing so, it can help in the expansion plans that the Cupertino company has been having which can also contribute towards their market share numbers. \

However, the one question that is in our minds is pertaining to the fact that can India actually be a substitute in place of China. In comparison to the 1.36 billion people of China, the population of India is close to 1.25 billion people. The analysts of Mizuho Securities have a different take on this. Presently the point of argument that comes to light includes the lack of carrier support, low wages, competition and even regulatory politics which are said to be a few of the obstacles that surround India. For the company, this would mean that the business of Apple in China will offset a slowdown that would be a struggle for the company.

The note that the analysts has made states that the extensive analysis that they have made, in regards to the different opportunities that is surrounded in India and in comparison to China, shows that it is unlikely that India can really help. The political environments, lack of carrier support, attractive price points which are strong incumbents are some of the reasons why there is an offset in the slowdown in China.

They also went on to say, that even if the Apple manages to tap the Indian market and get the company access, the contribution that it would make towards the revenue would be anywhere between $9‐10 billion. This would mean that if you look at the overall sales, it would be 4‐5%. This would barely be a needle that has moved.