Overview

• Apple plans to produce all iPhones sold in the U.S. in India by the end of 2026, driven by high tariffs on Chinese imports and geopolitical tensions.
• India now accounts for 20% of global iPhone production, valued at approximately $22 billion in 2024, with Foxconn leading investments to expand capacity.
• Despite progress, India's ecosystem heavily relies on Chinese-sourced components and lacks the advanced tooling required for complex next-generation designs.
• Apple's 20th anniversary iPhones, including rumored foldable and glass-centric models set for 2027, are expected to be manufactured in China due to their engineering complexity.
• Industry analysts project India's iPhone production capacity to double by 2025, though meeting combined domestic and U.S. demand will require further investments and time.