The iPhones that Apple sells in the U.S. might soon all be made in India.
This is according to a new report by the Financial Times which cites people familiar with the matter.
Apple reportedly sells more than 60 million iPhones in the U.S. every year; for comparison, the company sold roughly 226 million iPhones globally in 2024. One estimate says that 80 percent of all iPhones are currently produced in China, with the rest being manufactured in India.
According to the report, Apple would have to double its iPhone assembly in India to reach its goal.
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The fact that Apple is planning to partially move iPhone production to India isn’t a secret. But now, the company seems to have accelerated these plans, as it reportedly plans to assemble all of the U.S.-sold iPhones in India by the end of 2026.
The reason is obvious: The Trump administration’s tariffs have hit China the hardest, and while smartphones and smartphone parts have (temporarily) been exempt from the tariffs for now, Apple is looking to reduce its reliance on Chinese manufacturing.
The Trump administration levied a 26 percent tariff on India as well (a far cry from the current 145 percent tariff on China), but it has temporarily been put on hold while the two countries work out a deal.
Trump and his aides indicated that they’d like Apple to move iPhone production to the U.S. This, however, isn’t viable in the short term, and would likely dramatically increase the price of iPhones sold in America.