Apple to Source all US iPhones from India, Pivots Away from China
Apple says that it plans to begin sourcing all US iPhones from India, pivoting away from previously sourcing them from China. According to a Financial Times report, the tech giant aims to make the shift as soon as next year.
— Watcher.Guru (@WatcherGuru) April 25, 2025
Apple plans to move production of all US-sold iPhones from China to India by 2026. pic.twitter.com/J8H7bxZmiX
With global tensions only increasing and a trade war with China seeming unavoidable, top US companies are looking to navigate the rough waters. Among them is Apple, which was one of the hardest hit by the tariff threats from the US against Asian nations like China and Taiwan. Recently, the iPhone developer made the news after flying millions of iPhones into the US to avoid tariffs. The company has been making many moves to avoid future tariff threats, with this latest one looking to cut its ties with China, which has the highest US tariffs levied against it.
Apple to Shift All US iPhone Development Out of China by Next Year
The manufacturing process behind iPhones involves more than 1,000 components sourced from all over the world. However, most of the work has been done in China in the past. With higher tariffs against China than India, Apple would be saving millions from going down the tariff drain, and possibly avoid skyrocketing its products’ prices.
Also Read: BRICS: Goldman Sachs Analyst Predicts the US Dollar’s Future
According to the FT, Apple plans to source from India the more than 60 million iPhones sold in the US annually by the end of 2026. This commitment would require more than doubling the number of iPhones assembled in India. Apple has already been ramping up production in India and diverting iPhones assembled in the country to the US. The move is also an alternative to moving Apple’s production to the US entirely, which the company has said would be too expensive.
Apple stock has been heavily impacted by tariffs in the past month. These moves have provided slight upside for shares in the same period. At press time, Apple (AAPL) is trading in the middle of its 52-week range and below its 200-day simple moving average. The stock is up 5% this week.
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U.S. Tariffs on China Will Likely Be Reduced by 50%
Apple to Source all US iPhones from India, Pivots Away from China
Apple says that it plans to begin sourcing all US iPhones from India, pivoting away from previously sourcing them from China. According to a Financial Times report, the tech giant aims to make the shift as soon as next year.
— Watcher.Guru (@WatcherGuru) April 25, 2025
With global tensions only increasing and a trade war with China seeming unavoidable, top US companies are looking to navigate the rough waters. Among them is Apple, which was one of the hardest hit by the tariff threats from the US against Asian nations like China and Taiwan. Recently, the iPhone developer made the news after flying millions of iPhones into the US to avoid tariffs. The company has been making many moves to avoid future tariff threats, with this latest one looking to cut its ties with China, which has the highest US tariffs levied against it.
Apple to Shift All US iPhone Development Out of China by Next Year
The manufacturing process behind iPhones involves more than 1,000 components sourced from all over the world. However, most of the work has been done in China in the past. With higher tariffs against China than India, Apple would be saving millions from going down the tariff drain, and possibly avoid skyrocketing its products’ prices.
Also Read: BRICS: Goldman Sachs Analyst Predicts the US Dollar’s Future
According to the FT, Apple plans to source from India the more than 60 million iPhones sold in the US annually by the end of 2026. This commitment would require more than doubling the number of iPhones assembled in India. Apple has already been ramping up production in India and diverting iPhones assembled in the country to the US. The move is also an alternative to moving Apple’s production to the US entirely, which the company has said would be too expensive.
Apple stock has been heavily impacted by tariffs in the past month. These moves have provided slight upside for shares in the same period. At press time, Apple (AAPL) is trading in the middle of its 52-week range and below its 200-day simple moving average. The stock is up 5% this week.
Read More