Dr. Atip Asvanundไทย
FDI & Investment Strategy

Apple ยอมง้อ หลังอินโดนีเซีย ห้ามขาย iPhone 16 แต่อินโดนีเซีย ยังท้าชน จีน สหรัฐฯ ต่อ!

11:17YOUTUBE

Summary

Indonesia barred the iPhone 16 unless Apple manufactured locally as other brands do. Apple offered $100 million to settle it and was refused.

The stated position is that investment must create jobs and transfer technology, rather than buy market access.

This is a pattern: Indonesia had already forced TikTok to separate its e-commerce arm and banned raw nickel exports, which pulled Tesla and BYD into building battery plants there.

Key points

  1. Market size is leverage

    Two hundred and seventy million people make exclusion a cost a company cannot absorb.

  2. Refusing money to ask for something larger

    Taking a single payment is easier to close but builds no national capability.

  3. Nickel is the precedent that already worked

    Banning raw exports forced processing onshore — a lesson whose results can be checked.

  4. The question is how much nerve Thailand has

    This strategy requires both market size and a willingness to lose in the short run.