Apple eyes India for up to 35% of global iPhone production

India is emerging as an increasingly critical hub in Apple's global manufacturing strategy, with the company exploring ways to substantially increase iPhone production on the subcontinent. According to industry sources, Apple could elevate India's share of worldwide iPhone manufacturing to as much as 30-35% within a five-year timeframe, a dramatic expansion from its current levels.

The expansion aligns with broader industry trends as major technology firms seek to reduce dependence on China and build resilience into their supply chains. India has steadily attracted electronics manufacturers in recent years through government incentives and a growing skilled workforce, positioning itself as an alternative manufacturing destination.

The potential shift comes under the stewardship of John Ternus, who has taken on expanded responsibilities at Apple. The move would mark a fundamental restructuring of Apple's production footprint and represent a significant vote of confidence in India's capacity to handle premium consumer electronics manufacturing at scale.

Such a transition would require substantial infrastructure development and investment in India's manufacturing ecosystem. The country has been aggressively pushing to become a global electronics manufacturing hub through initiatives like the Production-Linked Incentive scheme, which offers financial support to companies establishing or expanding manufacturing facilities.

The potential reallocation of iPhone production underscores how geopolitical considerations and supply chain vulnerabilities are reshaping global manufacturing decisions. For India, capturing such a significant share of Apple's production would represent a major economic and technological milestone.