Apple has made headlines with its recent push to expand iPhone manufacturing in India, signaling a shift in its global production strategy. In the first half of 2025, the company ramped up iPhone production and exports from India at an unprecedented rate, exporting nearly 23 million units and marking a significant increase from previous years. This move is part of Apple’s response to growing geopolitical tensions, supply chain risks, and tariff threats, especially those targeting imports from China.

India offers Apple a compelling mix of cost advantages, government incentives, and a stable business environment. Major suppliers like Foxconn are reinforcing their presence in the country, investing heavily in new facilities and production lines in regions such as Tamil Nadu. Apple’s leadership has clearly stated that having all production concentrated in one location—mainly China—poses a strategic risk. As a result, the company is deliberately diversifying its supply chain, making India the main manufacturing hub for iPhones destined for the US market, while China continues to supply other global regions.

However, despite the rapid expansion in India, China still remains deeply embedded in the Apple supply chain. Many core components and sophisticated manufacturing processes continue to rely on Chinese expertise and logistics. Industry analysts point out that the shift to India, while significant, does not completely sever Apple’s dependence on China. Instead, it represents a careful balancing act, aiming to build supply chain resilience without sacrificing quality or efficiency.

Looking ahead, Apple plans to further double its annual iPhone output from India by the end of 2026. While “Made in India” iPhones are becoming increasingly common, the transition to an entirely independent supply chain from China remains a complex and gradual process. For now, Apple’s strategy appears anchored in diversification, not in completely exiting its long-standing ties with China.