News Summary

Apple is planning to move the production of iPhones intended for the U.S. market from China to India, aiming to avoid tariffs imposed by the U.S. government. Reports suggest that Apple intends to manufacture all 60 million iPhones sold to American customers in India by 2026. However, Bloomberg’s Mark Gurman notes that the shift may not be complete until 2027 as Apple currently only has the capacity to meet about one-third of U.S. demand with its Indian factories. Upcoming factory developments in India, including a major new iPhone factory, are expected to help achieve this goal. Despite these plans, Apple is likely to continue producing new iPhone models in China initially due to their complexity and the need for new production techniques. The move is driven by geopolitical risks and tariff threats from the U.S. government, which could lead to increased costs for U.S. consumers if production remains in China.