Overview

• Apple plans to relocate all iPhone assembly for the U.S. market from China to India by the end of 2026, confirmed by sources close to the company.
• The shift responds to escalating U.S.-China trade tensions and high tariffs that threaten to increase costs on Apple’s flagship products.
• To meet its 2026 target, Apple must double its annual Indian output from 40 million to over 80 million units, requiring significant investment and facility expansion.
• Indian production costs remain 5–10% higher than in China due to import duties and reliance on Chinese suppliers for key components.
• Analysts express skepticism over the move’s feasibility, citing ongoing supply chain ties to China and potential impact on demand due to higher prices.