
This article is not intended as investment advice. The author does not hold any positions in the stocks mentioned herein.
Following a recent meeting with the Trump administration, Apple is amplifying its manufacturing efforts in the United States with an additional investment of $100 billion. As part of this expansion, Apple has commenced the production of its latest iPhones in India, aiming to diversify its supply chain effectively. According to a report by Bloomberg, these models are expected to be part of the upcoming iPhone 17 lineup, which is set to launch next month.
Apple Expands Manufacturing in India to Mitigate Reliance on China
The anticipated iPhone 17 is expected to showcase various enhancements, including a revamped thermal management system and an upgraded camera. In a bid to prevent disruptions in sales during the crucial launch period in September, Apple has strengthened its partnership with Tata Group and introduced a new manufacturing facility managed by Foxconn.
Apple’s strategic shift away from Chinese manufacturing has encountered challenges, particularly with the Chinese government imposing restrictions that have complicated Apple’s logistics for moving equipment overseas. Additionally, Chinese employees who had relocated to India have been recalled by the Chinese government.

The Bloomberg report indicates that Apple is expanding its iPhone production capacity in India across five factories, which will include two new facilities operated by Tata Group and Foxconn. Notably, sources suggest that Tata is expected to play a significant role in this initiative, contributing to approximately 50% of the India-based iPhone production. Reflecting this positive outlook, Tata Technologies saw its shares rise by 1.82% in the Indian stock market, establishing itself as one of the few local companies involved in Apple’s iPhone manufacturing.
In addition to manufacturing iPhones intended for export to the US, Apple is also planning to produce another variant, dubbed the iPhone 17e, in India next year. This upcoming model is expected to follow the iPhone 16 and may mark the beginning of further production ventures in the country, including the potential manufacture of 2027 models in India.
It is important to note that Apple’s shift in strategy has also increased operational costs. The company now needs to bring engineers from Taiwan and Japan to India after Foxconn’s Chinese employees were required to return to their home country. Following the announcement of a $100 billion investment aimed at creating a complete semiconductor supply chain in the U. S., Apple’s shares have appreciated by 13.8%.
Leave a Reply