Apple Aims to Build Most iPhones for US in India by 2026

APPLE IS SEEKING to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.

- SANKALP PHARTIYAL, ALISHA SACHDEV & JANE LANHEE LEE

The goal means Apple would roughly double its annual iPhone output in India to more than 80 million units, people familiar with the matter said, asking not to be identified discussing internal plans. Apple assembled just over 40 million iPhones in India in the fiscal year through March 2025. It sells more than 60 million iPhones a year in the US. The plans are the latest sign of Apple and its suppliers accelerating a pivot away from China, a process that began when harsh Covid lockdowns hurt production at its largest plant. Tariffs introduced by US President Donald Trump as well as Beijing-Washington tensions are prompting Apple to amplify that effort.