Apple could be sourcing its entire line of iPhones for the US market — about 60 million devices a year — from assembly facilities in India by the end of 2026, according to a report from the Financial Times.
The planned move comes against the backdrop of the Trump administration imposing tariffs against China of up to 145%, although some products such as mobile phones and computers have been exempted for the time being. Apple has long centered its iPhone production in China, making it vulnerable to any trade war between the two countries and spurring speculation that tariffs could mean price increases for the company’s biggest-selling product.
By moving third-party assembly of US iPhones to India, Apple could avoid the most significant cost pressure of a trade war, though India itself faces new tariffs as well.
The company had already begun shipping iPhones made in India, adding to its product reserves, before new tariffs became active.
A representative for Apple did not immediately respond to a request for comment.
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