iPhone Manufacturing Reportedly Moves to India Amid Tariff Tensions

According to the information Apple is accelerating plans to manufacture most iPhones sold in the U.S. at factories in India by late 2026.
The move is part of a broader strategy to reduce reliance on China as the primary production hub, amid rising tariff threats and geopolitical uncertainties.
The tech giant is in active talks with key contract manufacturers—Foxconn and Tata—to rapidly expand capacity in India. While Apple, Foxconn, and Tata have not commented, industry insiders confirm that the company aims to shift up to 80% of its U.S.-bound iPhone production out of China within the next two years.
Record Exports from India Mark a Turning Point
Apple shipped a record $2 billion worth of iPhones from India to the U.S. in March alone, led by Foxconn’s $1.3 billion share and Tata’s increasing production role. The company currently sells over 60 million iPhones in the U.S. annually, with the vast majority still produced in China.
India’s strategic advantage grew more apparent in April after Washington imposed much lower tariffs—just 26%—on Indian imports compared to over 100% on Chinese goods. With the U.S. pausing most tariffs for three months, except for those affecting China, Apple appears to be hedging its risks.
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India Becomes Central to Apple’s Supply Chain Future
As Apple diversifies its global manufacturing, India is emerging as a cornerstone of the company’s future supply chain. Foxconn and Tata currently operate three production facilities in the country, with two additional sites under construction.
Apple’s shift signals not only a reaction to trade dynamics but also a long-term strategic pivot toward more resilient and politically neutral production environments.