Overview

• Apple intends to produce all 60 million iPhones sold annually in the US in India by the end of 2026, according to recent reports.
• The move follows President Trump's increase of tariffs on Chinese imports to 145%, with temporary exemptions for electronics like smartphones.
• Apple will rely on Indian partners like Foxconn and Tata Electronics, leveraging their ability to assemble the full range of iPhone models.
• Doubling production capacity in India is necessary to achieve this goal, while most global iPhone production remains in China.
• Analysts warn that shifting production to the US, as proposed by Trump, could raise iPhone prices to $3,500 per unit, making domestic production economically unfeasible.