Overview
- Apple assembled about 55 million iPhones in India in 2025, up from 36 million in 2024, bringing India’s share to roughly a quarter of the 220–230 million devices made annually.
- The pivot was driven by tariff pressures tied to U.S.–China trade tensions, and Tim Cook said most U.S. demand is now fulfilled by India‑made iPhones.
- Apple produces the entire iPhone 17 lineup in India, while Foxconn, Tata Electronics and Pegatron also build earlier models for both export and local sales.
- India’s production‑linked incentive program has offset higher local costs, but manufacturers are negotiating extensions before current smartphone subsidies expire on March 31.
- India is growing as a consumer market for Apple, with 14 million iPhones shipped last year and sales topping $9 billion, alongside plans under discussion to launch Apple Pay and a retail footprint now at six stores.