Apple achieved its goal of producing 25% of iPhones in India by 2025, with 55 million units made last year—a quarter of its global output. This marks a sharp rise from 40 million in 2024 and fulfills a 2023 pledge by an Indian trade minister. The move underscores Apple’s pivot away from China, driven by U.S.-China trade tensions and disruptions like COVID-19 lockdowns and power outages. Bloomberg reports this shift, noting India’s role in reducing reliance on Chinese suppliers.

Initially limited to older models via Wistron partnerships in 2017, India’s factories now handle complex, high-demand iPhones. Trump’s tariffs accelerated this transition, prompting Apple to invest $16 billion in global supply chain diversification. While Vietnam produces devices like the Vision Pro, India’s iPhone manufacturing dominance reshapes tech geopolitics, impacting Chinese suppliers and global trade dynamics.