Overview

• Apple plans to move all U.S.-bound iPhone production from China to India by the end of 2026, requiring nearly double the current output.
• India's share of global iPhone production is expected to rise to 26–28% in 2025, up from 20% in 2024, driven by significant investments from partners like Foxconn and Tata Electronics.
• Foxconn has invested $1.5 billion to expand its Chennai facility and is planning a new plant near Noida to support increased production capacity.
• Despite progress, India’s iPhone manufacturing remains heavily reliant on Chinese components, and logistical challenges persist for scaling production.
• Highly complex iPhone models, including rumored foldable and glass-centric designs for 2027, are likely to remain China-made due to advanced tooling and labor expertise.