Apple plans to move all iPhone assemblies for sale in the US from China to India by the end of 2026. Financial Times.
Financial Times Report Apple aims to source the entire US iPhone supply from India soon next year, with a major pivot driven by the ongoing trade war between the US and China. After signing a $275 billion secret contract, Tech Giant has spent nearly 20 years in charge of world-class manufacturing operations in China, but is now facing pressure from President Trump’s tariffs on Chinese imports.
The transition to India represents a significant acceleration of Apple’s strategy to diversify its supply chain from China. The company aims to sell more than 60 million iPhones each year in the US, which will be assembled in India by 2026. This effectively doubles Apple’s current iPhone output.
Apple has steadily increased its manufacturing capacity in India in recent years through partnerships with contract manufacturers such as Tata Electronics and Foxconn. However, most of the iPhone assemblies are still in China.
The assembly is the final stage of iPhone production, with hundreds of components being supplied by suppliers, many of which are still based in China. In a hurry to avoid higher tariffs after Trump’s announcement, Apple easily exported Indian-made iPhones to the US by massive air transport.
The US market accounts for approximately 28% of Apple’s global cargo shipments totaling 232.1 million units in 2024, based on IDC data. To meet all US orders from India, Apple needs to significantly increase its domestic production capacity.
As part of a recent push, Foxconn and Tata have begun importing pre-assembled sets of components from China to integrate into the iPhones of their Indian facility. Analysts believe this move is important for Apple to maintain its growth trajectory.
The iPhone maker is planning to report quarterly revenue next week as investors try to measure the impact of Trump’s tariff system. CEO Tim Cook has been regularly involved with Trump and his administration since attending the inauguration in January 2025. Apple declined to comment on the plan.
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Lucas Nolan is a reporter for Breitbart News, which covers the issues of freedom of speech and online censorship.
