Overview

• Apple aims to assemble all iPhones sold in the U.S. in India by the end of 2026, doubling its current production capacity in the country.
• The decision comes as the Trump administration's tariffs on Chinese imports increase costs, with Chinese-made iPhones facing up to 145% tariffs.
• Apple shipped a record $2 billion worth of India-made iPhones to the U.S. in March to preempt higher tariffs on Chinese imports.
• Urgent talks are underway with Foxconn and Tata to expand Indian manufacturing, but higher costs and Chinese regulatory delays pose challenges.
• While currently 80% of U.S.-sold iPhones are made in China, Apple's long-term strategy includes reducing its dependence on China for production.