Apple has steadily grown India into a core pillar of global iPhone production. The company now aims to scale India’s share of worldwide iPhone production to 30–32% by FY26–27. At current sales levels, this would translate into USD 30–34 Billion worth annual iPhone production output from India. This represents a sharp acceleration from FY25, wherein India accounted for roughly 20% of total iPhone production volume.
The expansion of iPhone production in India is being driven by three key forces:
- Production Linked Incentive (PLI) subsidies and export-friendly policies that make India increasingly cost-competitive.
- Rapid capacity expansion by EMS partners (including Foxconn and Tata Electronics) has enabled Indian plants in Tamil Nadu and Karnataka to manufacture the full iPhone portfolio, including premium models.
- Apple is reducing its dependence on China as part of a broader supply-chain diversification strategy shaped by trade tensions and Covid-era disruptions.
Together, these shifts have helped India emerge as a long-term destination in Apple’s global manufacturing strategy. India is no longer a supplementary base but a strategic partner for global iPhone production growth, and its role is expected to continue expanding in the coming years.