Apple plans to move the production of all iPhones intended for the US market to India by the end of 2026, the Financial Times reports. This decision is part of the company’s strategy to reduce dependence on Chinese production amid growing trade tensions between the US and China.
Currently, the majority of iPhones are manufactured in China, mostly at Apple’s partner factories such as Foxconn. However, in response to the imposition of high tariffs on Chinese goods by the administration of President Donald Trump, Apple has stepped up efforts to diversify its production, in particular by expanding operations in India through partnerships with Tata Electronics and Foxconn.
To achieve this goal, Apple will have to significantly increase its production capacity in India, effectively doubling its current production. This strategic decision is driven by the financial pressures associated with tariffs, including significant losses in market value and ongoing import duties.
While India is also applying tariffs, a US-India trade deal is being negotiated, which could ease conditions for Apple. The United States currently accounts for 28% of global iPhone shipments, highlighting the importance of this market to the company.
Analysts believe that this move is important to support Apple’s growth in the face of geopolitical and trade uncertainty. Although Apple has not officially commented on the plans, CEO Tim Cook has been in direct contact with the Trump administration on the matter.
