Apple aims to build most iPhones in India by the end of 2026
Apple Inc. is about to import most iPhones for sale in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.
The goal means that Apple will double the annual iPhone output in India to over 80 million units. Those familiar with the issue are asking people not to identify what they are discussing internal planning. Apple has been assembled India’s only 40 million iPhones until March 2025. In the US, we sell over 60 million iPhones a year.
The plan is the latest indication that Apple and its suppliers will accelerate pivots away from China, a process that began when a severe covid lockdown hurts production at its biggest factories. The tariffs introduced by tensions between US President Donald Trump and Beijing-Washington are urging Apple to amplify its efforts.
An Apple representative in India did not immediately respond to a request for comment. The Financial Times’ previous Apple goals reported was to source all US sales iphones from India by the end of 2026. Before Bloomberg NewsIt has been reportedApple’s plan to increasingly prioritize iPhones from the Indian supply chain for US customers.
The Cupertino, California-based company has raised $22 billion worth of iPhones in India in the 12 months ended March, increasing production by nearly 60% year-on-year, Bloomberg reported. Apple currently has 20% or 1 in 5 iPhones in South Asian countries, but China remains the largest production base.
Most of the Indian-made iPhones are assembled at the Foxconn Technology Group factory in southern India. Electronics Manufacturing Arm of Tata Group, which purchases local Wistron Corp. companies and operates Pegatron Corp. in India, is also an important supplier. Tata and Foxconn are also building new plants and adding production capacity in South India, Bloomberg NewsI’ve reported itPreviously.
Of India’s production, Apple exported 1.5 trillion rupees ($17.5 billion) from regional iPhones from March 2025 to March 2025.I saidApril 8th.
iPhone shipments from India to the US accelerated after Trump announced plans for so-called “mutual” tariffs in February. Apple’s average Indian production and exports all spiked throughout the March fiscal year.
Trump administration earlier this monthExemptionElectronic goods including smartphones and computers from mutual customs duties. That’s good news for companies like Apple, but it doesn’t seem to extend to Trump’s separate 20% obligations on China.
This also means that an iPhone made in India will not attract missions for now. With the exception that came on April 11, cumulative Trump collection in China remains at 145%, which will force companies such as Apple to step up their supply chain shifts.
Apple is building the entire range of iPhones in India, including more expensive titaniumProfessional model. The success of manufacturing in the world’s most populous country is also aided by state subsidies related to Prime Minister Narendra Modi’s ambition to turn the country into a manufacturing hub.
This story was originally introduced Fortune.com