May 2, 2025 – Apple CEO Tim Cook announced that a significant portion of iPhones sold in the United States during the current quarter will be manufactured in India, marking a pivotal shift in the company’s global supply chain strategy. Speaking to investors and media, Cook highlighted that over half of the iPhones sold in the US are expected to originate from Indian production facilities, a move driven by cost efficiencies and geopolitical considerations.
This development reflects Apple’s strategic pivot away from China, where high tariffs and trade uncertainties have prompted the tech giant to diversify its manufacturing base. India, with its growing infrastructure and competitive labor costs, has emerged as a key hub for Apple’s production. Industry analysts note that this transition aligns with broader trends among multinational corporations seeking to mitigate risks associated with concentrated supply chains.
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Cook’s remarks come on the heels of Apple’s Q2 earnings report, which surpassed expectations, fueled by strong iPhone demand and expanding market share in emerging economies like India. The company has invested heavily in Indian manufacturing, partnering with suppliers such as Foxconn and Pegatron to scale up production capacity. These efforts have not only bolstered Apple’s ability to meet US demand but also created thousands of jobs in India, contributing to the country’s economic growth.
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The shift underscores Apple’s long-term commitment to India, both as a manufacturing base and a consumer market. While China remains a critical part of Apple’s supply chain, the increasing reliance on India signals a rebalancing of priorities in response to global trade dynamics. As tariffs on Chinese goods continue to influence corporate strategies, Apple’s move could set a precedent for other tech giants.
Analysts caution that while the transition to Indian manufacturing is promising, challenges such as infrastructure limitations and skill development persist. Nevertheless, Apple’s success in scaling production in India could pave$$web:0⁊