Overview

• Apple has moved final assembly of most U.S.-sold iPhones to India to avoid Trump administration tariffs on Chinese-made goods.
• Despite the “Made in India” designation, nearly all of the roughly 1,000 components in each iPhone continue to be manufactured and subassembled in China.
• Analysts say a full supply-chain shift away from China would require tens of billions of dollars in investment and several years to execute.
• President Trump’s proposal to raise U.S. tariffs on Indian exports prompted the Government of India to label the move unjustified and unreasonable.
• Apple is expected to raise base prices on several iPhone 17 models when the new lineup debuts next month to help offset tariff and production cost pressures.