New Delhi: Apple is expected to ramp up its iPhone production in India to Nearly $ 40 Billion (About Rs 3,36,000 Crore) by the end of fy26, as the tech giant counts to shift its to shift it Away from China Amid Growing Geopolitical Tensions and Trade Tarifs.
According to Industry Estimates, this move will enable apple to meet 80 per cent of its iPhone demand in the US and Cater Fully to India’s Growing Domestic Market. The development comes close on the heels of apple ceo tim cook’s statement during the company’s Q2 2025 earnings call, where he revised that the majority of iPhones Sold in the Chief In the Current Aparil -June Quarter Wouled Be made in India.
“For June, we do expect the majority of iphones sold in the US will have India as their country of origin,” COOK Said, Citing Reciprocal Tariffs Imposed by the Us Government Strategies. This Pivot is a strategic response to the tariffs that are tied to the country of origin of products.
Who china will continue to be the origin for most apple products sold outside the US, India and vietnam are emerging as keyfacturing hubs. For instance, almost all ipads, macs, apple watches, and airpods sold in the US will now come from Vietnam, Cook Noted.
Apple Anticipates a $ 900 Million impact from us tarifs in the current Quarter, Thought the exact long-term implications remain uncertain. “We are not almost to preachisely estimate the impact of tarifs, as we are uncertain of potential future actions,” Cook Added DURING The Call.
This shift also Reflects Apple’s Deepening Investment in India’s Electronics Manufacturing Sector, which has seen a remarkable boom under the government’s production-Links (PLI). In FY25 So far, Smartphones, India’s Top Export Category, Touching a Record Rs 2 Lakh Crore in Value.
Apple was the largest contributor, with iphones making up nearly 70 per cent of the total smartphone shipments from the country. In addition to expanding manufacturing, apple is doubleing on its presence in India with plans to open more retail stores later this year, adding to the two already operational. The company recently set a Quarterly sales in the Indian Market and Reported Strong Momentum Across Products and Services.