India removed import duties on key smartphone components, trimming tariffs 7.5% and 5% for items such as wireless‑charging modules, displays used in medical devices and vehicles, and lithium‑ion cells. The cut, lasting until March 31, 2029, supports the nation’s goal of reaching a $500 billion electronics manufacturing market in four years.

For Apple, the tariff relief tightens cost competitiveness and may hasten the growth of iPhone production at Tata’s plants. The lithium‑ion exemption could trigger domestic battery makers to invest in production for phones and electric vehicles, tightening the supply chain.

Tata’s iPhone assembly plant has faced headlines over a data‑breach that exposed 200,000 files and allegations of wastewater contamination near a factory. The incidents have sparked calls for stricter oversight and better environmental safeguards.

Lower tariffs could drive down component prices, easing pressure on retail prices for consumers and encouraging further foreign investment in India’s supply chain. The shift also signals a gradual move away from China, nudging global electronics production toward a more diversified geography.