Apple aims to source all US iPhones from India in pivot away from China by 2026 to avoid tariffs

[Eric]

I'm no business genius but can't Trump implement those same tariffs on India at the flip of a switch? Doesn't seem like a well thought out risk by Apple.

NYP
Apple is reportedly planning to shift most production of the iPhones it sells in the US to factories in India by the end of 2026 – as CEO Tim Cook’s firm looks to dodge massive tariffs on Chinese imports.

While the Cupertino, Calif.-based firm had already added more manufacturing capacity in India in recent years, it has accelerated those plans as US-China trade relations have soured. That’s despite the fact that manufacturing costs can be as much as 10% higher in India.

Apple is holding “urgent talks” with key manufacturing partners Foxconn and Tata to facilitate its India plans, Reuters reported. The two firms have three total factories in India and are planning to build two more.

 

[dada_dave]

I'm no business genius but can't Trump implement those same tariffs on India at the flip of a switch? Doesn't seem like a well thought out risk by Apple.

NYP
Apple is reportedly planning to shift most production of the iPhones it sells in the US to factories in India by the end of 2026 – as CEO Tim Cook’s firm looks to dodge massive tariffs on Chinese imports.

While the Cupertino, Calif.-based firm had already added more manufacturing capacity in India in recent years, it has accelerated those plans as US-China trade relations have soured. That’s despite the fact that manufacturing costs can be as much as 10% higher in India.

Apple is holding “urgent talks” with key manufacturing partners Foxconn and Tata to facilitate its India plans, Reuters reported. The two firms have three total factories in India and are planning to build two more.

Sure but the only guarantee to avoid such tariffs is the US and that isn’t a realistic option for multiple reasons. So India it is and they just have to hope Trump keeps his eyes on China or backs down from his self-imposed idiocy or his ability to implement such tariffs is removed.

Edit: on a related note, stock up!



Not able to independently corroborate this exact info about ships and dates, but, yes, things will be looking grim soon and for the foreseeable future. From what I’ve been reading from multiple outlets, indeed shipments from China have essentially collapsed to 0.

 

[fischersd]

China will tell all the suppliers in China to not ship the components to India. Next.