Apple aims to source all US iPhones from India in pivot away from China

4 comments

1. Apple is preparing to move the assembly of all iPhones sold in the US to India as early as next year, according to people familiar with the matter, as former President Donald Trump’s trade policies continue to push the company to reduce its reliance on China. This move is part of Apple’s broader plan to diversify its manufacturing base, but it appears to be progressing more rapidly and extensively than many investors realize. The goal is to assemble all of the over 60 million iPhones sold in the US each year in India by the end of 2026.

2. This isn’t just Apple hedging tariffs, it’s a geopolitical bet on India’s long-term stability over China’s control. Manufacturing has become strategy, not just supply chain.

3. I think they will be very lacy if would be able to do so by end of 2026 and much underestimate problems of doing business in India

4. No way Apple can move that much manufacturing to anywhere including India in less than a year. This is likely another fraud announcement meant to trick Trump to buy time like the Apple’s own announcement in Trump’s first term to build iphones etc at a Wisconsin factory. They never did anything beyond announcement.

Comments are closed.