"Made in India" iPhones: A Surface Shift, Not a Supply Chain Revolution

iPhones Assembled in India

Apple says most iPhones sold in the U.S now come from India, but that mainly means final assembly happens there.

Still Built in China

The key components, about 1,000 per device, are still made in China. The supply chain remains deeply China-centric.

It’s About Tariffs

Assembling in India helps Apple avoid U.S. and Indian tariffs on Chinese goods. It’s a smart workaround, not a full shift.

Risks Remain

New U.S tariffs on India could complicate things. And Apple’s deeper supply chain ties to China aren’t going away anytime soon.