Apple is deepening its commitment to India as a manufacturing hub. For the first time, all four models of the upcoming iPhone 17 will be assembled at five different factories in the country, underscoring the company’s effort to reduce reliance on China for devices headed to the U.S. market.
Tata and Foxconn Lead the Charge
Two major players are driving this shift. Tata Group has opened new facilities in Tamil Nadu, while Foxconn recently launched production near Bangalore’s international airport. Industry forecasts suggest Tata could be responsible for half of India’s iPhone production within two years, solidifying its role as one of Apple’s most important partners worldwide.
Export Growth Signals Momentum
India’s smartphone exports are growing rapidly. Between April and July alone, shipments reached $7.5 billion—almost half of the $17 billion exported during the previous fiscal year. Research firm Canalys even reports that India has overtaken China as the leading smartphone exporter to the U.S., a milestone that highlights how quickly Apple’s supply chain realignment is progressing.
Trade Policy as a Catalyst
Shifting trade dynamics have played a significant role in Apple’s strategy. During Donald Trump’s presidency, steep tariffs reshaped global supply chains. While Indian goods faced heavy levies, electronics like iPhones were exempt, allowing Apple to strengthen its Indian base. CEO Tim Cook further cemented this position by pledging $600 billion in U.S. investments over four years, helping to secure tariff relief for devices manufactured in India.
What It Means Going Forward
For Apple, the expansion offers greater supply chain security and reduced geopolitical risk. For India, it represents a major step forward in global technology manufacturing and a boost to its economic ambitions. With the iPhone 17 set for launch soon, this move marks the beginning of a new era in Apple’s production strategy.