Apple is accelerating its shift to India. For the first time, all four iPhone 17 models will be produced across five Indian factories. This shows the company’s determination to reduce dependence on China for U.S.-bound devices.
Tata and Foxconn Drive Growth
Tata Group and Foxconn are leading the effort. New Tata plants in Tamil Nadu have begun operations, while Foxconn recently launched production near Bangalore’s airport. Within two years, Tata is expected to handle half of India’s iPhone output. The growth places Tata among Apple’s most important global partners.
India’s Exports Continue to Rise
Exports are climbing quickly. Between April and July, shipments reached $7.5 billion, nearly half of the $17 billion exported in the last fiscal year. Furthermore, Canalys research suggests India has overtaken China as the top smartphone supplier to the United States.
Trade Pressures Shape Apple’s Strategy
Global trade tensions also shaped this shift. Former U.S. President Donald Trump imposed tariffs that forced companies to rethink supply chains. Although he levied 50% tariffs on Indian goods, electronics such as iPhones were spared. In response, CEO Tim Cook pledged $600 billion in U.S. investments over four years, securing tariff exemptions for devices produced in India.
What It Means for Apple and India
The move provides Apple with supply chain stability and lowers geopolitical risks. For India, it marks a milestone in global manufacturing and brings new economic opportunities. With the iPhone 17 set to launch next month, Apple’s decision highlights a bold new chapter in its strategy.
