Apple's India Manufacturing Leap

Apple has significantly increased its iPhone production in India, reaching a staggering $22 billion in the 12 months through March 2025. This marks a 60% jump from the previous year, with 1 in every 5 iPhones globally now made in India.

Why It Matters: This surge represents Apple's strategic retreat from China, driven by pandemic disruptions, supply chain vulnerabilities, and escalating US-China trade tensions. India not only offers an escape from China but also access to a growing domestic market.

The Big Picture

Apple's move aligns with CEO Tim Cook's long-term resilience strategy. Despite short-term challenges, Apple's patience is paying off, with India emerging as both a production base and a key consumer market.

Foxconn's Expansion in India

Foxconn, Apple's top supplier, is planning a major new manufacturing facility in north India, signaling aggressive expansion and alignment with global supply chain realignments.

What's Next

India is no longer a backup plan but a strategic manufacturing cornerstone for Apple, with potential to match or exceed early-stage output seen in China.