Apple aims to import most U.S.-sold iPhones from India by the end of 2026, planning to double its annual Indian iPhone production to over 80 million units. For context, Apple assembled about 40 million iPhones in India in FY2025 and sells approximately 60 million iPhones annually in the U.S.
This strategic pivot away from China began during Covid lockdowns and has accelerated due to:
- Tariffs introduced during the Trump administration
- Growing U.S.-China geopolitical tensions
Currently, India produces about 20% of all iPhones globally, with China remaining the dominant manufacturing base. Most India-made iPhones come from Foxconn‘s southern India factory. Tata Group (which acquired Wistron‘s local operations and runs Pegatron‘s Indian facilities) serves as another key supplier. Both companies are expanding production capacity in southern India.
India’s importance in Apple’s supply chain is growing rapidly – the company assembled $22 billion worth of iPhones in India during the 12 months ending March 2025, a nearly 60% increase from the previous year. Of this production, $17.5 billion worth of iPhones were exported from India.
Shipments from India to the U.S. increased after Trump announced “reciprocal” tariffs in February. While the Trump administration recently exempted electronics including smartphones from these specific tariffs, separate 20% duties on Chinese goods remain in effect, encouraging Apple to continue its supply chain diversification.
Apple now assembles its complete iPhone lineup in India, including premium titanium Pro models, supported by Indian government subsidies aimed at boosting domestic manufacturing under Prime Minister Modi’s initiatives.
Last updated: December 26th, 2025
