While Apple fights with the tar of the president of the United States, Donald Trump, with China, has presented plans to move to the Indian Assembly of most of the iPhones in the United States at the end of 2026, a movement that Windhian Aswind. Forput Fromput.
The technological giant produces in China 80 percent of the 60 million iPhones sold in the US. And this is a key step that would help you mitigate some of the costs it faces in the midst of growing rates on China.
The Financial Times first reported Apple’s plans on Friday.
According to the reports, Apple, a company with a value of more than $ 3 billion, is dedicated to discussions with the manufacturers with which they work in India, including Foxconn and the Tata Group to execute this plan, according to the Reuters News Agency, which is cited an unpalled source.
The technological giant has already expanded production in India to counteract tariffs imposed on Trump’s first administration. The technological giant based in Silicon Valley sent iPhones worth $ 2 billion in March, representing approximately 600 tons of load from India to the Tata and Foxcern record, according to Reuters.
The Indian Prime Minister, Narendra Modi, has been pressing the country as a center for the global smartphone manufacture. Earlier this year, the country eliminated import taxes for some components for the production of mobile phones, an impulse for companies such as Apple.
“If you are charging the import tax for intermediary goods, then it cannot be competitive in front of someone who does not do it. His goal is to be as competitive as the main manufacturing center can be,” Al Babak Hafezi, executive director of Hafezi Capital, a firm of international consulting.
Apple has gathered approximately $ 22 billion in iPhones in India during the 12 -month period ending in March 2025, an increase of 60 percent compared to the previous year, by a Bloomberg report. Only with growth, only 20 percent of the world’s iPhones are performed in India.
Obstacles
The change in production will cost Apple. According to a Reuters report that quotes an unidentified source, the manufacture of iPhones in India is 5-8 percent more spending than in China.
“India will help, but you are not moving the needle of China’s dependence on Apple. It will take this movement for years, since Apple is caught in the tariff storm,” said Dan Iives, Wedbush Securities analyst, Al Jazeera.
Earlier this week, technological information reported that Chinese authorities have created obstacles for Apple’s suppliers to move China’s operations to India. They have delayed shipments or shipments of blocked equipment without explanation. In some cases, Foxconn, export applications had denied and others delayed up to four months.
“In terms of central production of iPhone, it would take years to move a significant piece from China to India,” Iives added, referring to the components of the phone that are made in China and are sent to assemble in the final product.
IVES also said that Apple’s plans to move from the Assembly for American phones that completed India could cost the company $ 30 billion- $ 40 billion.
There are nuclei if India infrastructure can also handle the increase in production.
“They have large amounts of infrastructure problems in terms of traffic and mobility, and all these different variables that make the cost of production longer, which is possible to cost more for the company,” Hafezi added.
“You need safe, continuous and productive infrastructure to maximize manufacturing the best you can and be globally competitive,” he continued.
Apple’s movement occurs when the Trump administration has pointed out the will to relieve commercial tensions between the United States and China, in the midst of concerns about the economic consequences of the rate.
On Friday, Trump said he had talked to Chinese President Xi Jinping, but he didn’t say when the two leaders spoke for the last time. In an interview with Time magazine held earlier this week, Trump said his administration has been talking to Beijing to reach a rate agreement. China has denied commercial conversations with the United States.
But commercial conversations with India are underway. Earlier this week, the American vice president JD Vance with the Modi of India, duration of what the two countries made “good progress” in the midst of a expected bilateral commercial agreement.
The news of Apple’s change to India comes before the Apple profit report, which is scheduled to be released on Thursday.
