Apple could shift most US iPhone production from China to India

Trump’s tariffs are leading many big tech companies around the world to rethink their production and pricing strategies. Apple, one of the leading US names in the industry, could be one of the hardest hit by the tariffs imposed on China. A new report claims that, to mitigate the impact, Apple will move manufacturing of the US market-destined iPhones to India.

Big tech companies seeking to diversify their production base due to Trump’s tariffs

Currently, Apple manufactures most iPhone devices in China. These handsets are among the Cupertino giant’s main sources of revenue. Therefore, the firm likely wants to avoid any measure that could negatively impact iPhone sales. If it maintains manufacturing in China, Apple may have to significantly increase the price of these devices. Therefore, according to reports, the brand is looking to diversify its production to other regions.

Apple is not the only company that has been considering moving the manufacturing of its devices. However, it is one of the top names due to the huge popularity of all its products worldwide. Some reports from early April said that the company could increase production of US iPhones in Brazil. This would help mitigate the tariff burden it would receive if it continued producing in China. That said, the report didn’t seem to have very solid grounds, so the industry took it with a pinch of salt.

Most US iPhones could be made in India by 2026

Now, Financial Times reports that Apple could move all US iPhone production to India next year. It’s noteworthy that India was also targeted by tariffs imposed by the Trump administration. However, the tariff (26%) was much lower than the one imposed on China (245%). Furthermore, India is among the countries for which the United States has paused tariffs. Washington is taking this action with countries that have reached out for negotiations.

China denies that negotiations are currently underway with the United States. However, President Donald Trump stated that the two countries are, in fact, in talks. The outcome of these meetings could be crucial not only for Apple, the United States, and China, but also for the global economy.

That said, 2026 could be a year where all US iPhones will have a “Made in India” seal. We’ll have to wait and see how events unfold in the coming weeks.