Apple Expands India iPhone Production Amid US Tariff Pressure

Apple is strategically increasing iPhone production in India to mitigate the impact of tariffs amid the U.S.-China trade tensions, with production in India rising significantly though still far from China's scale. Analysts note that while India offers tariff advantages, Apple's investment there remains insufficient compared to its extensive Chinese operations, and challenges such as supply chain complexities and Chinese resistance persist. U.S. tariffs threatened by President Trump, including a potential 25% tariff on imported iPhones, are unlikely to compel Apple to move manufacturing back to the U.S. due to prohibitive costs, which could push iPhone prices to unrealistic levels. Experts emphasize that producing iPhones in the U.S. would increase costs dramatically compared to overseas manufacturing, making such a shift economically unfeasible. Despite these challenges, Apple maintains a moderate buy rating from analysts, though some investors question the company's growth prospects given slowing iPhone revenues and competition from other tech stocks, particularly in AI. Overall, Apple’s supply chain strategy remains flexible, hedging between China and India production to navigate tariff pressures without committing to costly U.S. manufacturing.