Apple eyes India as a key manufacturing hub for US-bound iPhones

Apple is reportedly preparing to make India its primary manufacturing base for iPhones destined for the US market. If plans move ahead as expected, most iPhones sold in the US by the end of next year could be made in India. Currently, India accounts for about 20% of Apple’s total iPhone production, but this is set to increase significantly as company looks to double output.

Also read: Tata Group to make iPhones in India for domestic and global markets

This shift reflects Apple’s growing intent to reduce its dependence on China, where COVID-19 lockdowns and rising geopolitical tensions have previously disrupted operations. Although Apple hasn’t officially confirmed the move, the scale of the transition suggests a major shift in its global supply chain strategy. Trade tensions and earlier US tariffs have also influenced this direction, while recent policy changes in the US may allow Indian-assembled iPhones to enter the American market without extra duties, making the move even more cost-effective.

In the last fiscal year ending March 2025, Apple’s production in India surged with $22 billion worth of devices manufactured, and exports reaching $17.5 billion. Foxconn leads production, and Tata Electronics now plays a central role too. Apple is now producing all models in India, including the premium Pro series.

This development marks a significant milestone for both Apple and India, strengthening the country’s position in global electronics manufacturing with strong government support.