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Photo: iStock / nemanjazotovic
Apple is planning to switch assembly of all iPhones for the U.S. market to India, according to The Guardian.
The $3 trillion technology company seeks to reduce its reliance on Chinese manufacturing because of Donald Trump’s trade war with China, and aims to make the shift as soon as next year, the Financial Times reported.
Apple has been swept up in Trump’s aggressive tariff policies, with the iPhone maker at one point among the biggest stock market casualties because of the prospect of its Chinese-made products being hit with a hefty import tax when they reach the U.S. Apple has already been ramping up production in India, and diverting iPhones assembled in the country to the U.S.
Although Trump announced earlier this week he would exclude smartphones from the heaviest Chinese tariffs, Apple is still exposed to a 20% levy on all Chinese imports.
The complex manufacturing process behind iPhones involves more than 1,000 components sourced from all over the world, but they are largely put together in China, with analysts reckoning that about 90% of iPhones are assembled in the country.
According to the FT, Apple plans to source from India the more than 60 million iPhones sold in the U.S. annually by the end of 2026, a commitment that would require more than doubling iPhone assembly in India.
More than 50% of Apple’s Mac products and 80% of its iPads are assembled in China, according to U.S. investment bank Evercore. Apple watches are largely built in Vietnam.
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