Apple to Shift U.S. iPhone Production to India Amid Trade Concerns

Apr 25, 2025

Apple (AAPL, Financial) is planning to relocate the assembly of all iPhones sold in the United States to India as early as next year. This strategic move is driven by the ongoing trade tensions initiated by former President Trump's trade policies, which have urged the tech giant to diversify its supply chain away from China.

The company aims for all the 60 million iPhones sold annually in the U.S. to be sourced from India by the end of 2026, implying a significant increase in India's production capacity. This development exceeds investors' expectations and highlights Apple's commitment to supply chain diversification.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

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