Yes, Apple has made it clear that its investment and manufacturing plans in India remain unchanged.
Despite recent statements by former US President Donald Trump urging Apple to halt iPhone production in India and focus on manufacturing in the United States, Apple has reaffirmed its commitment to India as a key part of its global supply chain. Indian government officials sought clarification following Trump’s remarks, and Apple executives reassured them that the company’s plans to expand manufacturing in India are firmly in place.
Apple’s manufacturing footprint in India has grown significantly over the past few years. In the fiscal year ending March 2025, Apple assembled iPhones worth approximately $22 billion in India, a 60% increase compared to the previous year. Currently, India accounts for around 15% of Apple’s global iPhone production, with over 40 million units manufactured annually. Notably, in March 2025 alone, more than 3 million iPhones were exported from India to the United States, underscoring India’s strategic importance in Apple’s global operations.
The company’s manufacturing ecosystem in India includes major partners such as Foxconn, Pegatron, Tata Electronics, and TSMC. Foxconn, Apple’s largest contract manufacturer, has even received approval to build a $433 million semiconductor plant in Uttar Pradesh, which will further strengthen Apple’s supply chain within India. Additionally, production of other Apple products like AirPods has expanded in India, with manufacturing facilities in Telangana.
Apple’s shift toward India is driven by multiple factors. Trade tensions and tariffs between the US and China have increased costs and risks associated with relying heavily on Chinese manufacturing. The COVID-19 pandemic exposed vulnerabilities in supply chains concentrated in China, and rising labor costs and geopolitical uncertainties have further motivated diversification. Meanwhile, India offers a large, skilled workforce, improving infrastructure, and attractive government incentives, making it an ideal alternative manufacturing hub.
While Trump’s comments suggested that Apple should restrict Indian production to serve only the Indian market, Apple has privately assured Indian officials that it intends to continue and expand exports from India, including supplying the US market. Analysts expect that by the end of 2025, India could produce 15-20% of global iPhones, with Apple aiming to manufacture most iPhones for the US market in India by 2026.
In conclusion, Apple’s manufacturing and investment plans in India remain robust and unaffected by political statements. India is a vital pillar in Apple’s global supply chain strategy, and the company’s ongoing investments and export growth demonstrate its long-term commitment to the country.
