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Apple Confirms U.S. iPhone Production Shift to India and Biannual Launch Strategy

The company outlines a 2026 shift to twice-yearly iPhone releases and reveals design trade-offs for the upcoming ultra-thin iPhone 17 Air.

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© Screenshot by Gizmodo via Apple Track / YouTube

Overview

  • Apple CEO Tim Cook announced that all U.S.-bound iPhones will be manufactured in India, with other product lines such as iPads and Macs shifting to Vietnam.
  • Starting in 2026, Apple will adopt a biannual iPhone release schedule, with premium models launching in the fall and budget variants in the spring.
  • The iPhone 17 Air, set to debut in fall 2025, will feature a record-thin design but compromise battery life, with only 60%–70% of users expected to last a full day without recharging.
  • Leaked dummy models suggest the iPhone 17 Air will have an offset USB-C port to accommodate its slim profile, along with a single rear camera and reduced speaker capabilities.
  • Analyst Ming-Chi Kuo predicts Apple's first foldable iPhone will launch in fall 2026, followed by a second-generation foldable and an iPhone 19 Slim with a larger display in 2027.