Apple is gradually moving its production line out of China.
👉 Goal: double iPhone production in India within the next year and a half
👉 Currently, 20% of global iPhones are assembled in India
🇮🇳 Last fiscal year, Apple exported $17.5 billion worth of iPhones from India
Manufacturing at Foxconn, Tata and partner acquired from Wistron, Pegatron
📦 After Mr. Trump announced reciprocal tariffs
Apple speeds up shipping from India to the US to avoid 145% tax on Chinese goods
📉 Meanwhile, phones from India are currently not taxed
👉 Apple has more reason to increase assembly in India
👉 All iPhone models, including the most expensive Pro model, are manufactured in India
🏛️ The Modi government also strongly supports:
- Production subsidies
- Tax incentives
- Aim to turn India into a global manufacturing hub
🤝 At the same time, the US and India are moving closer
- The two sides aim for a trade turnover of 500 billion USD before 2030.
- US promises to prioritize India in trade and defense negotiations
🚀 Google is also preparing to move Pixel production from Vietnam to India
President Trump and Prime Minister Modi met in February at the White House
Declare to strengthen cooperation in technology, defense and energy
💬 Mr. Trump said:
“I want more trade with India, not less.”
🦉 Summary:
📍 Apple is the clearest example of the wave of shifting away from China
📍 India is both making phones and increasing its international influence
📍 Vietnam must observe carefully to keep itself in the new supply chain