Apple is preparing to transfer the assembly of all iPhones sold in the United States to India, according to the Financial Times.
This change, which can take place next year, is a direct response to the trade war began by US President Donald Trump, who has pressed the technology giant to move away from China’s dependence.
Apple’s strategy aims to diversify its supply chain and at the same time meet the growing demand for its devices in the US market.
Apple plans that, by the end of 2026, all over 60 million iPhone units sold annually in the United States are manufactured in India.
This movement would not only double the production of iPhones in the country, but also reflects a significant effort from the company to reduce its dependence on Chinese factories, where most iPhones are currently assembled by third parties, such as Foxconn.
The change is being driven by the aggressive rates imposed by Trump, which resulted in a loss of $ 700 billion in Apple’s market value.
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In recent years, Apple has invested in building production capacity in India through partnerships with manufacturers such as Tata Electronics and Foxconn.
However, the company still depends on Chinese suppliers for most components required to assemble the iPhones.
Although assembly is the last stage of the production process, Apple needs to increase its capacity in India to meet all orders from the United States.
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Trump rates initially included reciprocal taxes of over 100% on China imports, but the US president offered a temporary break for smartphones.
Currently, these devices are still subject to a separate 20% rate that applies to all imports in China.
Meanwhile, India faces a 26%reciprocal tariff, although this is suspended while New Delhi seeks a bilateral trade agreement with the US.
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As Apple prepares to report their quarterly gains next week, investors are eager to understand the impact of Trump tariffs on the company’s business.
Although Apple has not commented on tariffs, CEO Tim Cook has been regularly communicated with Trump’s administration since the president’s inauguration.
