Overview
- Apple aims to produce all U.S.-bound iPhones in India by the end of 2026 to reduce reliance on China and avoid steep tariffs.
- India's iPhone production share is projected to rise to 26–28% in 2025, supported by investments from Foxconn and Tata Electronics.
- Analysts highlight India's dependence on Chinese-made components, which limits the effectiveness of the shift in avoiding tariffs.
- Apple’s 20th-anniversary iPhone models, including foldable and glass-centric designs, are expected to remain in China due to their manufacturing complexity.
- Efforts to move production to the U.S. are deemed impractical due to high costs and the intricate global supply chain involving over 700 facilities.