Apple Triples iPhone Production in India as Split With China Accelerates

Apple has tripled production of iPhones in India, accounting for nearly 7% of its total smartphone production, up from about 1% in 2021, Bloomberg reported. The news isn’t a shocker, given CEO Tim Cook called India a primary focus for Apple in February. Its Indian playbook is evolving and appears to be a counterweight for its China-centric production facilities.

iPhone production in India has been made possible by manufacturing collaborations with partners like Foxconn Technology Group and Pegatron Corp., according to sources familiar with the situation. In just a short few years, Apple has managed to shift 7% of its iPhone production to India, a move that makes sense as it must reduce its reliance on China.

Recall the Covid snafu that sent Foxconn’s “iPhone City” complex in Zhengzhou into chaos during the pandemic, which caused severe multi-month supply disruptions. Apple doesn’t want a repeat of that and will continue to ‘friendshore’ production to other countries. India is the next big move.

Bloomberg pointed out Apple is devising a plan to simultaneously produce the next generation of iPhones in India and China late in the second half of 2023 — this will be the first time it begins iPhone assembly in both countries. And if trends persist, a quarter of all iPhone manufacturing could be produced in India by 2025. 

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