My educated guess is India. They have a reasonably big development center in Bangalore and Hyderabad, besides operating rides business there.

The Information had a good article on the engineering layoffs (at least the previous round). The CEO decided to cut people to shift development to lower cost countries even when some managers were willing to cut their own salaries to save some jobs.

India is a regulatory nightmare. It's more likely to be Tokyo or Seoul. Maybe Sydney but from a geographic perspective Australia isn't exactly ideal.

Where did you get those numbers? And how did you conclude engineers worldwide are being "replaced by" Indians from a statement which says they're moving APAC hub from Singapore?

The speculation was in response to question about “moving Singapore to APAC”. Sorry if that wasn’t clear from the context.