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iPhone production in India increases by 53% in 2025

Nota Bene · 1 comment

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Years in the making

According to Bloomberg, Apple increased iPhone production in India by about 53% last year and assembled around 55 million devices in 2025. That’s up from 36 million in 2024,

The company now produces roughly one-quarter of its iPhones in India.

Globally, Apple manufactures about 220-230 million iPhones each year; India's share is rising quickly.

Apple currently assembles all models of its latest iPhone 17 lineup in India, including the Pro and Pro Max versions. At the same time, suppliers such as Foxconn Technology Group, Tata Electronics, and Pegatron Corp also manufacture earlier models, such as the iPhone 15 and iPhone 16, for domestic sales and exports.

The company is also expanding local supplier partnerships in India to produce components such as lithium-ion cells, device enclosures, and accessories, including AirPods.

Source: Bloomberg

NB: The article suggests this is a some tariff-dodging effort. Obviously it's not.

"Tim Cook Races To Dodge Trillion-Dollar China Tariffs" was the title. This is lazy and wrong. the article goes on to say "The goal is to reduce reliance on China and avoid U.S. tariffs tied to trade disputes between the two countries". No, the goal is to create the next billion customers. This requires a multi-year, even multi-decade effort as it required to crack the Chinese market.

The notable and quotable is the growth rate of 53% and level of 55 million. It does not seem out of the question that half of iPhones will come from China in next few years. This is regardless of the latest tariff of the month.

 

 


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1 comment

  1. AAPL ·

    Horace, how close does 55 million come to satisfying US sales?

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