Do Son 
The Financial Times, citing informed sources, reports that Apple may be planning to shift production of iPhone models destined for the U.S. market from China to India, in an effort to circumvent the impact of new tariff policies proposed by the Trump administration. The company aims to produce 60 million iPhones in India by 2026 for export to the United States.
Although Apple has, over the past few years, already relocated a portion of its iPhone manufacturing to India—beginning production of select mainstream models—the bulk of its iPhone lineup has been manufactured in China since the product’s inception in 2007.
However, due to the influence of the Trump administration’s proposed new tariffs, Apple is reportedly preparing to move its Chinese production lines to India in order to avoid the additional costs imposed by increased tariffs. Previously, in 2023, Apple had pledged to collaborate with its partner Foxconn to expand iPhone production capacity within India, aiming to reach an output of 50 million units. This means that only an additional 10 million units would need to be manufactured in India to meet the volume required for the U.S. market.
In contrast to the Trump administration’s proposed tariff hike of up to 145% on goods imported from China, products imported from India are currently subject to only a 10% tariff. Even when factoring in additional shipping costs from India to the United States, the overall expense would still be lower than importing from China.
Nonetheless, following the expiration of the 90-day grace period recently proposed by the Trump administration, goods imported from India could face a 26% tariff. Such an increase could still impose considerable cost pressures on Apple, leaving the company to await whether the administration will implement any further adjustments once the grace period concludes.
