Apple shifts gears: iPhone production soars in India as Trump spares tech from tariffs

Apple is rapidly boosting iPhone production in India, now accounting for 20% of its global output. Explore how Trump's tariff policy shift and Indian incentives are reshaping global electronics manufacturing.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

Apple ramps up iPhone production in India

Apple now manufactures $22 billion worth of iPhones in India—20% of its global output—as it pivots from China.

Image source: Steve Jurvetson from Menlo Park, USA, CC BY 2.0, via Wikimedia Commons

Foxconn and Tata lead Apple’s India shift

Foxconn and Tata Electronics are key players in Apple’s growing India production footprint.

Image source: Foxconn, By Tata Group - http://www.tata.com/0_our_commitment/community_initiatives/downloads/Tata_Group_Corporate_Sustainability_Policy.pdf, Public domain, via Wikimedia Commons

Why Apple is moving out of China

Covid-19 lockdowns in China disrupted Apple’s supply chain, pushing the tech giant to diversify.

Image source: Mikhail (Vokabre) Shcherbakov, CC BY-SA 2.0, via Wikimedia Commons

$17.4 billion worth of iPhones exported from India

India exported over $17 billion in iPhones in FY25, marking a sharp rise in global shipments.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

Trump’s reciprocal tariffs shake up supply chains

President Trump’s 125% tariffs on China pushed companies like Apple to rethink production hubs.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

India-made iPhones exempt from US tariffs

iPhones made in India are exempt from Trump's new tariff list, giving Apple a big boost.

Image source: Photo by Apple Store Fifth Avenue New York City iPhone 16 Launch September 2024, licensed under CC BY-ND, via flickr.com

India’s incentives attract global tech giants

India’s government-backed incentives are helping the country become a global electronics hub.

Image source: pexels

Apple’s India sales reach 8% of global total

India is now not just a manufacturing base but a growing market for Apple.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

US Customs clarifies tariff exemption rules

The US Customs update lists smartphones, chips, and more as exempt from reciprocal tariffs.

Image source: pixabay

What HSN codes are exempted from tariffs?

Smartphones, telecom gear, chips, and circuit boards are all spared under the new HSN code list.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

TSMC and Nvidia among top beneficiaries

Global chipmakers like TSMC and Nvidia are also poised to benefit from the tariff exemptions.

Image source: By TSMC, Fair use, Nvidia, Apache License 2.0 <http://www.apache.org/licenses/LICENSE-2.0>, via Wikimedia Commons

India emerges as a key player in tech geopolitics

With Apple’s push and US policy shifts, India is rising as a strategic tech manufacturing hub.

Image Source: Free Malaysia Today, licensed under CC BY 4.0.

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Image Source: Free Malaysia Today, licensed under CC BY 4.0.