Overview

• Foxconn has committed $1.5 billion to expand its Indian operations, including a 300-acre iPhone manufacturing campus near Bengaluru, Karnataka.
• Apple plans to produce the majority of iPhones sold in the U.S. in India by 2026, reducing reliance on China amid escalating U.S.–China trade tensions.
• China’s smartphone exports to the U.S. fell 72% year-on-year in April 2025, reaching their lowest level since 2011, due to high tariffs imposed by the Trump administration.
• Foxconn is constructing dormitories at its Devanahalli facility to house 30,000 workers, prioritizing female employees, as part of its workforce expansion strategy.
• India’s zero-duty access to the U.S. smartphone market and government incentives are driving Apple and Foxconn’s investments, but challenges in scaling local component sourcing remain.