Apple is looking to shift iPhone production to India, as the Trump administration continues its trade war with China.
Reporting from Reuters found that plans have been developed to move the assembly of United States-bound iPhones away from China to India by the end of 2026.
This comes amidst an escalating tariff war between the U.S. and China. The Trump administration is focused on bringing production of a range of goods back stateside.
This would double the current output from India, and redirect some of 80% of the 60 million iPhones sold in the U.S. that are currently made in China.
The shift in production will cost Apple however, with iPhones in India reported to be 5 to 8% more expensive to manufacture than in China.
This production expansion in the South East Asian nation already seems to be underway. Apple is using the move to pivot around tariffs enforced in the first Trump administration term.
Approximately $22 billion worth of iPhones were made in India during the 12-month period ending March 2025, a 60% increase from the year prior, but still only accounting for 20% of the world’s iPhones.
The Apple Inc (NASDAQ: AAPL) share price was US$209.28 at the time of writing, with a market cap of approximately $3.14 trillion.
