Overview

• Karnataka’s industries minister confirmed Foxconn has begun limited iPhone 17 assembly at its new $2.8 billion Devanahalli plant near Bengaluru, the company’s second-largest iPhone unit outside China.
• Bloomberg reports Apple will manufacture all four iPhone 17 models across five Indian factories, including new Tata and Foxconn sites, with India-made units bound for the U.S. from day one.
• Tata-controlled facilities are expected to handle up to half of India’s iPhone output over the next two years, strengthening the conglomerate’s role in Apple’s supply chain, according to the reporting.
• India’s iPhone push has accelerated exports, with an estimated $7.5 billion shipped between April and July after about $17 billion in the prior fiscal year and roughly $22 billion assembled in the year to March 2025.
• Suppliers addressed staffing gaps after Chinese engineers left by bringing in specialists from Taiwan and Japan, while multiple reports say Apple is targeting roughly 60 million iPhones from India this year.