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Apple Apply than the iPhones is more than the Apple Apply. Apple Apple, and the apple apple acts in the Apple Apple. than from China, according to new data from Canalys, deliveries from India grew by 76% per year to three million units. Seasons for Pro iPhone.In the same way, given that the oil programs of previous years came from China at this time of year, the change reflects the accelerated efforts of Apple to reduce dependence on Chinese production. The company began to create its Indian supply chain during the pandemic, but resumed tariffs in the United States for Chinese imports urgently.
In the beginning of 2025, Apple General Tim Cook confirmed that most of the iPhone sold in the United States will ultimately be collected in India.
Forecasting IPhone deliveries to the United States in 2025. Image Creditability: CNBC
Indian production operation Apple, which is currently about 20% of its global IPhone output, still largely depends on Chinese sub-aminalia. Daniel Newman, General Director of Futurum Group, said that the transition to India covers only the last stage of the production process.
“In fact, they had a very low rise to migrate more and more the final Assembly from China to India,” said Newman CNBC. He added that the vast majority of sub-collections are still in China.
The current production capacities of India are also limited. The demand for the iPhone in the United States on average 20 million units per quarter, and Omdia analysts do not expect India that India corresponds to this scale until 2026.
Apple diversification strategy is faced with the supporting wind from both Washington and Beijing. On social networks, President Trump recently introduced a 25% tariff for the iPhone made in India, saying that he wants them to be built in the USA, “not India or where else.”
China also pushed away by limiting the export of high-quality production equipment and engineering talent necessary for the Indian suppliers of Apple. This step is aimed at maintaining control of the most advanced parts of the iPhone supply chain.
production in India is also more expensive. In April 2025, expenses were estimated at 5% to 8% higher than in China. Apple worked to compensate for what with tax benefits and logistics optimization, including the transportation of hundreds of tons of iPhone in the United States through the Green Corridor program earlier in 2025. Apple used it for a quick aircraft carrier from India to the United States on the eve of new tariffs.
Despite these obstacles, analysts say that Apple is unlikely to cancel the course. Dan Ives from Wedbush Securities called the idea of moving the full production of the iPhone in the United States “Fairy Tale”, noting that Apple will continue to invest in India regardless of short -term political pressure.
“India is a raft of life,” Ivez said. “Cook will strive to agree with Trump, but India is in the spotlight and does not change.”
