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Apple now makes one in four iPhones in India: report

Ivan Mehta
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⚡ Quantum Brief
Apple now manufactures 25% of its global iPhones in India, producing 55 million units in 2025 out of 220-230 million total, meeting JPMorgan’s 2022 forecast as part of its China diversification strategy. The entire iPhone 17 lineup was assembled in India before its September 2025 launch, with CEO Tim Cook confirming most U.S. demand is now met by Indian-made devices. Geopolitical tensions and shifting U.S. tariffs on China accelerated the move, prompting Apple to expand production despite warnings from former President Trump at a May 2025 Doha summit. India’s consumer market grew 9% year-over-year, with 14 million iPhones shipped and $9 billion in sales, while Apple expanded retail presence with a sixth store and plans for Apple Pay. The shift reflects Apple’s long-term supply chain restructuring, reducing China dependence while capitalizing on India’s manufacturing incentives and rising domestic demand.
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In Brief Posted: 11:04 PM PDT · March 9, 2026 Image Credits:Nasir Kachroo/NurPhoto / Getty Images Ivan Mehta Apple now makes one in four iPhones in India: report Apple is now manufacturing 25% of its iPhones in India — hitting a milestone JPMorgan predicted back in 2022 — as part of its long-term plan to reduce its reliance on China, Bloomberg reported. Last year, India accounted for 55 million iPhones of the roughly 220 million to 230 million produced worldwide, Bloomberg’s report said. Apple has also moved quickly to deepen that commitment: it began making the entire iPhone 17 lineup in India ahead of last September’s launch, and Apple CEO Tim Cook said the majority of U.S. demand is now fulfilled by India-made iPhones. That shift accelerated in 2025, as Apple faced uncertainty in China due to ever-changing U.S. tariff rules, pushing it to diversify production across multiple countries. The stakes were high enough that President Donald Trump personally warned Cook against expanding further in India at a business summit in Doha in May. India is also becoming an important consumer market for Apple. The company shipped 14 million units there last year, up 9% year-over-year, according to analyst firm Counterpoint. Separately, Bloomberg noted that total iPhone sales in the country surpassed $9 billion last year. Apple is reportedly in talks to launch Apple Pay in India this year and opened its sixth Indian store last month. Topics Apple, Gadgets, Hardware, iPhone June 9 Boston, MA Actively scaling? Fundraising? Planning your next launch?TechCrunch Founder Summit 2026 delivers tactical playbooks and direct access to 1,000+ founders and investors who are building, backing, and closing.Register by March 13 to save up to $300. REGISTER NOW Newsletters See More Subscribe for the industry’s biggest tech news TechCrunch Daily News Every weekday and Sunday, you can get the best of TechCrunch’s coverage. TechCrunch Mobility TechCrunch Mobility is your destination for transportation news and insight.

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