Apple plans to move the council of all handsets sold in the United States to India as early as next month, pivoting away from China to prevent rough tariffs, the Financial Times reported, citing people familiar with the matter.
The business did not immediately respond to a Reuters request for comment.
US President Donald Trump’s trade conflict is pushing technology businesses to expand their supply chains. Apple is positioning India to perform a vital role in its production technique, even though its suppliers in the country now produce only a tiny share of iPhones sold worldwide.
Analysts had earlier warned that customer goods such as iPhones may be among the hardest hit by Trump’s large tariffs and said US iPhone prices may rise sharply according to Apple’s large dependency on Chinese imports.
Higher prices could squeeze Apple’s margins and give Android smartphone makers a competitive edge.
Earlier this month, Washington granted tariff exclusions for smartphones, computers and other electronics mostly imported from China, offering some relief to tech firms such as Apple.
The company sells more than 220 million iPhones a year worldwide, with Counterpoint Research estimating a fifth of the total imports of the device to the US coming from India, and the rest from China.
Foxconn and Tata, Apple’s main suppliers in India, operate three factories, with two more under construction.
In March, Foxconn and Tata shipped nearly US$ 2 billion worth of iPhones from India to the US, a record high, according to customs data.
Foxconn’s plant in Chennai now operates on Sundays, typically a day off, two sources told Reuters. The plant produced 20 million iPhones last year, including the latest iPhone 15 and iPhone 16 models.