In a bold realignment of its global supply chain, Apple CEO Tim Cook has confirmed that the majority of iPhones sold in the United States during the June quarter will be made in India — a move designed to counter rising tariff pressures tied to U.S.-China trade tensions.
Speaking during the company’s second-quarter earnings call, Cook said, “For the June quarter, we do expect the majority of iPhones sold in the U.S. will have India as their country of origin.” He also revealed that Vietnam will take the lead in manufacturing other key Apple products like iPads, MacBooks, Apple Watches, and AirPods for the U.S. market.
This strategic pivot comes as Apple braces for an estimated $900 million cost surge this quarter due to tariffs on Chinese imports. By expanding its manufacturing footprint in India and Vietnam, the tech giant aims to reduce its overreliance on Chinese production and fortify its supply chain against geopolitical shocks.
India’s importance in Apple’s operations has surged rapidly — the company assembled $22 billion worth of iPhones in India in FY 2024–25, a 60% jump from the previous year. One in every five iPhones globally is now made in India, reflecting the country’s growing status as a manufacturing hub.
Though the bulk of Apple’s production for global markets still comes from China, Cook emphasized that the June quarter shift is part of a broader strategy to evaluate long-term manufacturing flexibility and resilience.
With this move, Apple is not just navigating international trade headwinds — it’s reshaping the geography of global tech manufacturing.
