Apple's iPhone production in India surged 53% year-over-year, with the company now assembling 55 million units in 2025, representing roughly 25% of global iPhone production. This dramatic shift reflects Apple's strategy to diversify manufacturing away from China amid US tariffs, with India becoming a critical hub for the entire iPhone 17 lineup including premium Pro models. The expansion has been supported by government production-linked incentive schemes, though Indian assembly costs remain higher than China and Vietnam. With smartphone subsidies expiring March 31, Apple and Samsung are negotiating new export incentives to maintain competitiveness. India's emerging role as a major manufacturing base underscores the ongoing reshaping of global supply chains driven by geopolitical tensions and trade policies.
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