Report: Apple Plans to Source All US-Bound iPhones From India by 2026

Apple is accelerating its manufacturing displacement distant from China, with plans to assemble each U.S.-bound iPhones successful India by the extremity of 2026, according to a caller Financial Times report.


The ambitious timeline would necessitate Apple to treble its existent iPhone accumulation capableness successful India. It marks a large acceleration of Apple's proviso concatenation diversification strategy, which has been gradually expanding successful caller years.

Currently, the bulk of iPhones are manufactured successful China done partners similar Foxconn. The U.S. marketplace accounts for astir 28 percent of Apple's planetary iPhone shipments, which totaled 232.1 cardinal units successful 2024, according to International Data Corporation.

The displacement comes amid renewed commercialized tensions betwixt the US and China. President Trump precocious implemented important tariffs connected Chinese imports, causing Apple's marketplace worth to driblet by astir $700 billion. In response, Apple reportedly rushed existing Indian-manufactured iPhones to the U.S. to debar higher tariffs imposed connected Chinese goods.

The timing isn't coincidental. CEO Tim Cook has reportedly been working diligently down the scenes to support Apple from the afloat interaction of Trump's tariffs. As reported past week, Cook secured a impermanent exemption for iPhones, Macs, Apple Watches, and iPads from the bulk of Trump's 145 percent tariffs connected Chinese imports aft telephone calls with Commerce Secretary Howard Lutnick and different elder White House officials.

The exemption mightiness beryllium short-lived, however. Trump aboriginal indicated that "no 1 would beryllium getting disconnected the hook" and that electronics companies would beryllium "moving to a antithetic tariff bucket" arsenic his medication reviews semiconductors and the electronics proviso chain.

Apple has been gradually gathering manufacturing capableness successful India with partners Tata Electronics and Foxconn. The company's narration with the Indian authorities whitethorn beryllium helpful, arsenic India is presently moving toward a bilateral commercialized statement with the U.S., which could supply much favorable commercialized conditions.

Despite the assembly pivot, Apple inactive relies heavy connected Chinese suppliers for hundreds of iPhone components. The institution has pledged a $500 cardinal investment successful the United States but has not announced plans to bring iPhone manufacturing to American soil.

Apple is scheduled to study quarterly net adjacent week, wherever investors volition beryllium watching intimately for immoderate comments connected however these tariffs and proviso concatenation shifts mightiness interaction the company's aboriginal performance.
This article, "Report: Apple Plans to Source All US-Bound iPhones From India by 2026" archetypal appeared connected MacRumors.com

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