
Apple is preparing to shift all iPhone assembly for the U.S. market from China to India starting next year, according to sources cited by the Financial Times. For years, China has been the heart of Apple's manufacturing operations, but rising tariffs, growing geopolitical tensions, and supply chain risks have pushed the company to rethink its strategy. The move marks one of Apple's biggest supply chain shifts in its history.
India has been emerging as a strong alternative with its expanding industrial base, lower labor costs, and increasingly favorable ties with the U.S. Apple has already been gradually increasing its presence in India, working with manufacturers like Foxconn and Pegatron. This latest decision will significantly boost India's role in the global tech supply chain and further reduce Apple's dependence on China.
The shift also aligns with broader efforts by major companies to diversify production away from China amid uncertainties in U.S.-China relations. For India, securing Apple's full-scale assembly operations is a major win that could attract more global tech investments and strengthen its growing reputation as a manufacturing hub.
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