> Do they actually have a choice?
Yes. Apple's revenues are half as much as the government of India's [1][2]. That's a resource advantage that gives Cupertino real leverage against New Delhi.
[1] https://www.apple.com/newsroom/2025/10/apple-reports-fourth-... $102.5bn / quarter
[2] https://en.wikipedia.org/wiki/List_of_countries_by_governmen... $827bn / year
Apple has built an entire alternative iMessage+iCloud setup in China to comply with government regulation. They also bowed to the UK's demands to disable E2EE backups.
They'll probably try to make the app as non-shitty as they possibly can, and will probably leverage all kinds of geographical restrictions and whatnot to isolate the impact of these changes, but when threatened with a large market share hit, Apple will comply.
Apple need India though. They’re moving a lot of their manufacturing there to derisk from a China.
Also, they gave in to the CCP and always say ‘we obey the laws of the countries in which we operate’.
Apple is, at the end of the day, just a business.
Like any business Apple needs growth to satisfy the shareholders. New growth would come from India and China. Apple didn't leave China and neither it will leave India. India can and will survive without Apple. Though having it in the country would be good for optics.
The moment mobile companies locked down sideloading, ability to uninstall bundled software, etc., they made it impossible to argue techincally against bundled, uninstallable software from the government.