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.
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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 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
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
India exported over $17 billion in iPhones in FY25, marking a sharp rise in global shipments.
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President Trump’s 125% tariffs on China pushed companies like Apple to rethink production hubs.
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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 government-backed incentives are helping the country become a global electronics hub.
Image source: pexels
India is now not just a manufacturing base but a growing market for Apple.
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The US Customs update lists smartphones, chips, and more as exempt from reciprocal tariffs.
Image source: pixabay
Smartphones, telecom gear, chips, and circuit boards are all spared under the new HSN code list.
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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
With Apple’s push and US policy shifts, India is rising as a strategic tech manufacturing hub.
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