Apple is accelerating plans to shift most, if not all, assembly of iPhones sold in the US from China to India by the end of 2026, aiming to reduce reliance on China amid ongoing tariff pressures and geopolitical tensions.
The move is a response to US tariffs introduced during the Trump administration, which have complicated Apple’s supply chain and increased costs.
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India’s role in Apple’s global manufacturing has grown significantly, with the country now producing about 20% of all iPhones and expected to substantially ramp up output to meet US demand.
Key suppliers like Foxconn and Tata are expanding their Indian operations, though logistical challenges persist due to Chinese authorities delaying equipment transfers.
Analysts do not expect Apple to shift iPhone production to the US due to prohibitive costs.
This transition is seen as a strategic win for India, strengthening its position in the global tech supply chain and supporting local market growth.
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