Apple is planning to produce every iPhone sold in the US to be assembled in India by 2026.
The deets: that means over 60 million iPhones annually could roll out of Indian factories by the end of next year, marking Apple’s biggest manufacturing shift in decades.
This is a step-up from current operations, where India handled only a fraction of US-bound iPhones. Now, Tata and Foxconn's Indian units are being tapped to take over the full load.
The why: Trump’s tariff tantrum is no joke. Chinese electronics face import duties of up to 100%, and even smartphones carry a 20% duty when shipped to the US.
But this shift has less to do with that and more to do with the fact that making things in China is simply not a good bet for serious companies, as US China relations continue to sour.
In Q1 2025, India shipped over 3 million iPhones, even as the local smartphone market shrank.
Foxconn alone exported $1.31 billion worth of Apple devices in March, taking its year-to-date US shipments to $5.3 billion.
Big picture: Apple’s not alone, Samsung is also considering shifting smartphone production from Vietnam after a 46% tariff blow, and Google's Pixel line may soon be Made in India via partners like Dixon and Foxconn.
