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Apple to Source All iPhones in India by 2026, Majority of US Supply Already Shifted

Driven by trade policies and economic incentives, Apple plans to fully transition US iPhone assembly to India within the next year.

Overview

  • Apple CEO Tim Cook confirmed that the majority of iPhones sold in the US during the June quarter will originate from India.
  • India now accounts for 15% of global iPhone production, with plans to expand this to meet 80% of US demand by FY26.
  • Union Telecom Minister Jyotiraditya Scindia announced Apple's decision to eventually source and produce all its mobile phones in India.
  • India’s production-linked incentive scheme has attracted significant investment, generating Rs 80,000 crore in sales, Rs 16,000 crore in exports, and 25,000 jobs.
  • Apple aims to manufacture iPhones worth Rs 3.36 lakh crore ($40 billion) annually in India by FY26, reducing reliance on Chinese manufacturing.