INSUBCONTINENT EXCLUSIVE:
Apple will move all iPhone production for the US market from China to India by the end of 2026, according to multiple industry and
expensive.Even with a temporary 90-day exemption for smartphones, a 20% duty still applies to Chinese-made iPhones entering the US
In contrast, India faces a paused 26% tariff and is negotiating a trade deal with Washington, making it a more attractive production
base.Apple started building iPhones in India in 2017
In the year ending March 2025, Apple assembled $22 billion worth of iPhones in India, a 60% jump from the previous year
About 20% of iPhones now come from India, up from just 14% in 2024.Apple Shifts U.S
iPhone Production to India, Marking End of China Era
(Photo Internet reproduction)To meet US demand, Apple will need to double Indian output to over 80 million iPhones annually by 2026
shipments alone jumping over 40%
logistics in India still lag behind China, and Apple remains dependent on Chinese suppliers for many components
Delays at Chinese ports have also disrupted shipments of specialized equipment needed for Indian factories.Despite these hurdles, Apple is
committed to the transition
The company is scaling up hiring and investing in new plants
facilities.Foxconn plans to more than double its Indian output in 2025
This shift is a direct response to the cost pressures and risks of US-China trade conflict.By moving US-bound iPhone production to India,
Apple aims to protect its margins, avoid unpredictable tariffs, and reduce its exposure to geopolitical shocks.If successful, Apple will be
among the first major tech brands to serve the US market at scale from India, signaling a major realignment in global electronics
All figures and claims in this article are based on verified industry data and official government statements.
