Apple to convert all American iPhone to India amid tariff disorders, the report says

Apple can issue its full line from the iPhone for the United States market – about 60 million devices annually – from the assembly facilities in India by the end of 2026, according to A report from financial times.

The planned step comes against the background The Trump administration imposes a tariff against China Up to 145 %, although some products such as mobile phones and computers Exempted Nowadays. Apple has long focused its production on iPhone in China, making it vulnerable to any trade war between the two countries and paying speculation that Definitions may mean an increase in prices For the largest sales product for the company.

By moving the third -party assembly of iPhone to India, Apple can avoid the most important cost of commercial war, although India itself faces a new tariff as well.

The company has already started IPHONE devices made in IndiaIn addition to its products reserves, before the new definitions become active.

Apple actor did not immediately respond to the comment.

A global perspective

Angelo Zaino, Senior Vice President of CFRA Research, says, although it is not clear the time when the trade war with China will continue, but the transformation of Apple is part of a larger strategy that may include more American components manufacturing.

“Apple should think in the long run with manufacturing,” Zaino said. ))

However, Zeno expects that Apple will keep a large presence in China, as 15 % of its sales will be in this country and the global IPHONE manufacturing will remain dependent on Chinese manufacturing.

He said that although Apple will not transform the entire iPhone production into the United States, which will be costly costly, it may lead to an increase in the modem and processes designed internally with semiconductors in the United States.

“It is clear that this is the place where the Apple administration’s value lies, in our opinion, instead of collecting its devices,” Zaino said.

Will Apple turn to India continue?

Muzamil Hassan, head of the Patent Patent Wallet and Income Putting Portfolio Management, indicated that Apple’s conversion to more manufacturing in India was already happening before the age of definitions.

“I don’t think it is a temporary step,” Hassan said. “Foxconn is training thousands of employees in their factories in Tamil Nadu. In fact, there have been reports that iPhone 17 may be developed and manufactured exclusively in India.”

Hassan said that the transfer of all iPhone production in the United States to India may be bold, but Apple is not a pioneer in its manufacturing strategy. “I would like to say that Apple was late for the party. It was Samsung, Oppo, Vivo and Motorola from among others who already make their phones in India.”

In addition, it may be Google Production deportation from her pixel phone To India from Vietnam.