Apple’s ‘Made in India’ iPhone takes flight

Apple’s expansion in India is gaining momentum, with recent data highlighting significant growth in both production and sales. According to Canalys, iPhone production in India surged to 23.9 million units in the first half of 2025, marking a 53% increase from the same period in 2024. This growth positions India as a key manufacturing hub, potentially leading the supply of iPhones to the American market.
Sanmit Amin for Insider Monkey:
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The surge marks a strategic push ahead of the iPhone 17 launch and reflects growing reliance on India both as a manufacturing hub and an increasingly important end market.
India now contributes approximately 16% to 17% of Apple’s global iPhone production, up from minimal levels just a few years ago, with projections suggesting it could hit 25% by 2027. The company has also been assembling high-end models like the iPhone 16 Pro in the country, underscoring a shift in its global production strategy. On the demand side, Apple has broken into the top five smartphone brands in India, with iPhone revenues up 28% year-over-year in Q1 2025, driven by rising premium adoption and financing offers.
However, the production boom comes at a time when growth in Apple’s core markets is softening. U.S. sales have been weighed down by lengthening replacement cycles and cautious consumer spending, while iPhone volumes in China have shown signs of decline. Despite these headwinds, Apple’s overall unit shipments rose 13% in Q1, outpacing the broader smartphone market.

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MacDailyNews Take: Anything that reduces Apple’s reliance on CCP-controlled China is a Very Good Thing.

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