Apple plans to transfer the assembly of all iPhones sold in the United States from China to India at the end of 2026, according to people’s family with the matter that spoke with the Financial Times.
He Financial Times He informs that in a large genre promoted by the current commercial war between the United States and China, Apple aims to obtain the entire US iphone supply. UU. From India as soon as next year. The technological giant, which has almost two decades building a world -class manufacturing operation in China after signing a secret agreement of $ 275 billion, now faces a growing pressure from President Trump’s tariffs on Chinese imports.
The change to India rephes a significant acceleration of Apple’s strategy to diversify its supply chain away from China. The company has the objective that all more than 60 million iPhones are sold annually in the United States gathered in India by 2026. This would effectively double iPhone’s production in the country.
Apple has constantly increased its manufacturing capacity in India in recent years through associations with manufacturers of contracts such as Tata Electronics and Foxconn. However, the vast majority of iPhone assembly still takes place in China.
The assembly is the final stage of iPhone production, with hundreds of components from suppliers, many of which are still in China. In a hurry to avoid higher rates after Trump’s ads, Apple exported Indian manufacturing iPhones to the US. UU. On a massive air bridge.
The US market represents approximately 28 percent of Apple’s global iPhone shipments, which totaled 232.1 million units in 2024 depending on IDC data. To fulfill all American orders in India, Apple will need to significantly increase its production capabilities in the country.
As part of the recent impulse, Foxconn and Tata have begun to import previously assembled components of China to integrate into iPhones in their Indian facilities. Analysts believe that the movement is essential for Apple to maintain its growth trajectory.
The iPhone manufacturer will be presented to quarterly profits next week, while investors try to measure the impact of the Trump tariff regime. The CEO Tim Cook has regularly committed to Trump and his administration since he attended its inauguration in January 2025. Apple declined to comment on their plans.
Read more in the Financial Times Gentleman.
Lucas Nolan is a reporter of Knitbart News that cover issues of freedom of expression and online censorship.