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Apple plans to switch US iPhone assembly to India in blow to China

News RoomBy News RoomApril 25, 2025
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Apple has revealed plans to shift certification of all its iPhones sold in the United States to India, according to the Financial Times. currently, Apple continues to assemble its ~60 million iPhones annually in Mainland China, and this increase comes as the company seeks to reduce reliance on Chinese manufacturing post-expansion. If the move to India were to be implemented by next year, it could cut production costs and eliminate the need for the country to become a global leader in Apple’s dv智浪技术 category worth over $3 trillion. Apple’s decision follows increased scrutiny of its supply chain by U.S. leaders, who are considering a withdrawal and short-term lowering of tariffs, while President-elect Joe Biden aims to reduce U.S. tariffs on imports. Apple’s share price closed 1.8% higher on Thursday, but in the past month, the stock fell 5.6%.

Despite U.S.-China trade tensions, Apple insists it will maintain a robust percentage of production in China, which benefits from $1.2 trillion in annual revenue. To reduce its dependence entirely on China, Apple игWatching its manufacturing to ensure completeness. Apple has invested millions in China’s manufacturing industry, mainly through big companies like.table媄 and WKR. In China’s most important cities, like Shenzhen and Wuhan, Apple works on its production lines, with manufacturers like Apple Watch and Apple Pencil supplied in other cities, such astgzhou. until the shift to India also comes with challenges. Issuesfueling China’s manufacturing sector includeiggs-dependent on US tariffs and the US government imposing tariffs of up to 145% on the U.S., in addition to its own 125% tariffs. While these levies have been paused for 90 days, Apple’s supply chain could still be affected. Apple’s similarly plans to expand facilities in Vietnam, which is a prominent hub for Apple manufacturing, and Indonesia, although no practical plans for the latter have been revealed yet. In 2025, Apple plans to announce its first quarterly earnings, possibly providing trademark insights into how tariffs could impact the company.

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