Ketaan Ram Kataria
New Delhi: Apple CEO Tim Cook has confirmed that the majority of iPhones sold in the U.S. during the June quarter will be made in India. This move highlights Apple’s growing focus on diversifying its supply chain beyond China, amid rising geopolitical tensions and increasing tariffs on Chinese imports.
“India is an increasingly important part of our global operations,” said Apple CEO Tim Cook during the company’s earnings call.
“To remain competitive in today’s environment, it’s essential to manufacture where we sell. That’s why a majority of iPhones for the U.S. market in the June quarter will be made in India.” Tim Cook added.
Apple began assembling iPhones in India in 2017 through partners like Foxconn, Pegatron, and Wistron. By the end of fiscal 2024, Apple had produced \$14 billion worth of iPhones in India, representing nearly 14% of its global output. Analysts now estimate that one-fourth of all iPhones will be made in India by the end of 2025.
This shift comes as Apple faces a potential $900 million hit from U.S. tariffs on Chinese goods in the June quarter. Manufacturing in India helps offset these rising costs while taking advantage of government incentives such as the Production-Linked Incentive (PLI) scheme.
Apple’s expanded production in India not only enhances its global manufacturing resilience but also boosts India’s position as a key player in the global tech supply chain.
