Apple Increases iPhone Production in India by 53%
Bloomberg Intelligence Technology Analyst Anurag Rana previews Oracle earnings and discusses Apple's shift to India for iPhone production.
Apple Inc. increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China.
The company assembled about 55 million iPhones in India in 2025, up from 36 million a year earlier, people familiar with the matter said, asking not to be named because the numbers aren’t public. Apple makes about 220 million to 230 million iPhones a year globally, with India’s share of the total increasing rapidly.
Apple has accelerated its expansion in the world’s most populous country in recent years, bolstered by Prime Minister Narendra Modi’s production-linked incentives aimed at turning India into the world’s factory. The subsidies have helped offset some of the structural cost disadvantages that manufacturers face in India, including the lack of a China-like robust supply chain and logistics challenges.
In 2025, shipments from China, where Apple still makes the bulk of iPhones, faced headwinds as a result of US tariffs related to the two economic powers’ trade war. The levies pushed Apple and its suppliers to move a greater share of devices meant for the American market to alternative manufacturing destinations, with India emerging as a major brightspot. An Apple spokesperson declined to comment.
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