Apple shifting iPhone assembly from China to India for U.S. market
Apple plans to shift all iPhone assembly for the U.S. market from China to India by 2026 due to trade war pressures. This move accelerates Apple's supply chain diversification strategy and requires significant production ramp-up in India.
Key Points
- Apple aims to have all iPhones sold in the U.S. assembled in India by 2026
- Move driven by trade war pressures from the U.S.-China conflict
- Partnerships with Tata Electronics and Foxconn in India to increase manufacturing capacity
Pros
- Diversifies Apple's supply chain away from China
- May lead to increased production capabilities in India
- Could help mitigate impact of Trump's tariffs on Chinese imports
Cons
- Challenges in ramping up production in India
- Dependence on Chinese suppliers for components