In a major shake-up to global tech manufacturing, Apple is reportedly planning to move all iPhone assembly for US-bound devices to India as early as next year, according to sources cited by the Financial Times. The decision is part of Apple’s broader push to diversify its supply chain and reduce dependence on Chinese factories amid rising geopolitical tensions and supply disruptions.
This isn’t a sudden pivot — Apple has been slowly increasing its manufacturing footprint in India over the past few years. Foxconn, one of its major suppliers, has already set up production lines near Chennai, and other partners are following suit. But this new move signals a much more aggressive shift, with Apple aiming to fully transition iPhone assembly for the US market to Indian factories by 2026.
The implications are massive. For India, it’s a validation of Prime Minister Narendra Modi’s “Make in India” campaign and a potential jobs boom for the tech sector. For Apple, it’s a strategic bet — India offers a growing labor force, more political stability in trade relations, and increasing consumer demand.
Still, challenges remain. India’s manufacturing infrastructure is improving but not yet on par with China’s in scale or efficiency. Apple will need to invest heavily in training, logistics, and local partnerships to make the transition smooth. But sources familiar with the plan say Apple is confident the benefits outweigh the risks.
If successful, this move could reshape global supply chains and give India a stronger role in the tech economy. For now, all eyes are on how quickly Apple can pull it off.
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