Apple to Shift All U.S. iPhone Assembly to India by End of 2026

Apple is reportedly planning to move all assembly of U.S.-sold iPhones to India by the end of 2026, with some insiders saying it could happen as early as next year. The shift marks a major step away from China as Apple looks to reduce exposure to trade tensions, tariffs, and geopolitical risks. The company already doubled its iPhone production in India over the past year, assembling over 40 million units, and now aims to cross 80 million annually.
Foxconn and Tata are leading the charge, ramping up output and building new facilities in southern India. Apple has been accelerating exports to the U.S., even flying out large shipments to ensure stock meets demand. “Apple now assembles its entire iPhone range in India, including the more expensive titanium Pro models,” a source said, highlighting the country’s growing role in Apple’s global supply chain.
Despite Trump’s tariff exemption for smartphones, Apple still faces a 20% duty on Chinese goods, pushing it to double down on using India for production. While the White House claims a U.S.-made iPhone is possible, analysts remain skeptical.