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By Financial timewhich quotes “familiar with the issue” resources, Apple plans to gather in India all iPhone intended for SH.BA by the end of 2026. Most of Apple’s iPhones are currently made in ChinaBut products made by the Chinese have become a toxic wealth for US import.
The US government has set a 145 percent fee on goods from China. While smartphones are included in a 90-day compositionIn early April announced, President Trump has shown that this exception is really a temporary. Ready to pay $ 2,949 for an iPhone 17 Pro Max basic storage?
Apple’s alleged displacement of its production in India is an insurance policy against such chaos in the future, but did not start here. In December 2024, we wrote about Increased Apple support in India for production as a bulwark against increased American-Kina tensions.
Indian iPhone production began in 2017, starting with the iPhone SE at lower costs. The country began producing the starting iPhone of the flag model in 2023.
Despite being the best part of a decade in the Indian production of the iPhone, this latest shift in the strategy still presents a very costly turbocharging of its efforts – and is likely at least a duplication of production from Indian Apple Plants. Wired approached Apple for comment, but had not received a response at the time of publication.
How many Indian iPhone?
“Our estimates say Apple produced about 40 to 43 million (iPhone) in India last year,” says Navkendar Singh, associated vice president at India. “About 12 or 13 million were fully consumed in the India market, and the rest were exported.”
More than 60 million iPhones are sold at SH.BA every year, where the series commands part of the 57 percent smartphone market, according to some estimates. “So about 80 to 85 million (iPhone) they will have to produce in India,” Singh says, if Apple wants to satisfy US demand at current levels, while also serving local Indian market demand.
This expansion is not only based on Apple’s investments. As in all the major Apple production efforts, any Indian expansion will include partners, mainly Tata Electronics, Foxconn and Pegatron.
“Tata is running completely with capacity now,” says Singh. Tata is the main strength after producing the Indian iPhone currently. It operates a mounting plant in Tamil Nadu, in the south of the country. It won the Carnataka-producer facility of Wistron in Carnataka in 2023 and, in January 2025, closed in a 60 percent majority of shares at Taiwanese Indian Operation of Pegatron.
This in turn represents a consolidation of Indian iPhone production run by an Indian company, Tata Electronics. Foxconn, Pegatron and Wistron are all Taiwanese companies, despite their global achievement and importance.
Problems in the factory
Apple’s tata -led production has not been completely calm. In 2023, the factory and tata, which produced the iPhone, reportedly had a yield rate of only 50 percentwith half of the ingredients that fail to rigorous Apple quality controls. This is a very low rate of yield, and underlines the importance of a capable and efficient production operation.
“Simply doesn’t have a sense of urgency,” told an ex -engineer Apple Financial timeSpeaking in Indian Apple operations in 2023. Apple growth 2025-2026 in Indian production will be a test if that situation has changed and how much.
