Mumbai – because of infra – and Chennai – because of low development costs and submarine cable landing stations – will have highest data centre capacity addition by 2025. Following in, Hyderabad’s data centre capacity will grow from 32MW in H1 2020 to 130MW in 2025 due to various state-backed incentives provided for the same. Data protection laws, inclination towards colo data centres and rise of new techs will drive sustained investment in data centres.
In response to GoI’s production-linked incentive (PLI), Apple has started making its flagship iPhone 11 in India in Foxconn, Chennai. The production is planned to be in phases with the firm looking to export India-made iPhones, reducing dependency on China. This move will save 22% import duty for Apple which may lead to price cut. However, there’s no firm news on that. Also, the Sino-US angle may be another reason for Apple distancing itself from China.
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