In the US-China trade war, could Apple’s $22 billion hub against India be a win-win situation?

Apple produced $22 billion worth of iPhones in India in 12 months in March 2025, up 60% from the staggering number of times in the previous year. According to a Bloomberg report, this means there is now one in every five iPhones in India, a sharp climb that approached zero a few years ago.

These iPhones are built in factories in Tamil Nadu and Karnataka, mainly by Foxconn, Apple’s largest manufacturing partner. Tata electrons and pulses also contribute to this growing output.

According to IT Minister Ashwini Vaishnaw, Apple exported $17.4 billion worth of iPhones during the same period, according to IT Secretary Ashwini Vaishnaw.

Apple’s pivot has been enabled, with price stability in the U.S. market in the case of tariff tremors. Due to the increase in political risks, the dependence on Chinese production has been reduced. Enter India’s skilled workforce and favorable policy environment.

Meanwhile, as a production location for large iPhones, it is still unlikely that the United States will be. “In the United States, you can have conferences with engineers, and I’m not sure if we can fill the room. In China, you can fill multiple football fields.”