The Financial Post reports in its Saturday edition that Apple is seeking to import most of the iPhones it sells in the United States from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions. A Bloomberg dispatch to the Post says the goal means Apple would roughly double its annual iPhone output in India to more than 80 million units. Apple assembled just over 40 million iPhones in India in the fiscal year through March, 2025. It sells more than 60 million iPhones a year in the U.S. The plans are the latest sign of Apple and its suppliers accelerating a pivot away from China, a process that began when COVID-19 lockdowns hurt production at its largest plant. U.S. tariffs and political tensions are prompting Apple to amplify that effort. The Financial Times reported earlier that Apple's goal was to source all U.S.-sold iPhones from India by the end of 2026. The Cupertino, Calif., company assembled $22-billion (U.S.) worth of iPhones in India in the 12 months ended March, increasing production by nearly 60 per cent over the previous year. Apple now makes 20 per cent, or one in five, of iPhones in India. China remains its biggest production base.
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