Apple is moving iPhones production base from China to India

Apple intends to relocate the assembly of all iPhones sold in the U.S. to India as early as next year as part of its plans to move away from strained relations with China

Apple remains down while most tech stocks have reclaimed weekend losses

Quick overview

  • Apple plans to relocate the assembly of all iPhones sold in the U.S. to India by next year to reduce reliance on China.
  • The company aims to shift over 60 million iPhones to Indian production by the end of 2026, potentially doubling India's output.
  • Apple's heavy dependence on China has made it vulnerable to trade tariffs, impacting its market capitalization significantly.
  • To increase production capacity in India, Apple is collaborating with Foxconn and Tata Electronics.

Apple intends to relocate the assembly of all iPhones sold in the U.S. to India as early as next year as part of its plans to move away from strained relations with China, as reported by the Financial Times on Friday.

Apple had lower revenue in China

APPL is seeking to complete the push faster than investors project; sources claim that Apple hopes to shift over 60 million iPhones sold in the U.S. to be Indian-sourced by the end of 2026.
If successful, these plans will nearly double India’s iPhone output within a year. Apple spent twenty years developing production lines in China.

Apple relies heavily on China as a manufacturing base; the company’s products are fabricated by third parties like Foxconn.

However, this reliance makes the company vulnerable to steep trade tariffs imposed by U.S. President Trump on the world’s second-largest economy.
Reports surfaced in April of Apple hastily shipping iPhones out of India, coinciding with early April, when Trump began his renewed trade war with China.

Although Trump lifted the ban on electronic imports from China, he stated that this was not a permanent decision and that tariffs would be imposed on electronic imports. China responded to Trump’s 145% tariffs with a 125% tax. Apple’s market capitalization was depleted by up to $700 billion amid worries about its vulnerability.

Apple increased its production capacity in India by working with Foxconn and Tata Electronics, two contract manufacturers.
Beijing is paying more attention to the corporation as relations with the United States worsen. However, most of Apple’s flagship iPhones are still made in China.

ABOUT THE AUTHOR See More
Olumide Adesina
Financial Market Writer
Olumide Adesina is a French-born Nigerian financial writer. He tracks, analyzes, and reports changes in financial markets with over 15 years of working experience in investment trading.

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