Apple Chief Tim Cook Says Majority of US-Sold iPhones to Be Made in India

Tech giant Apple’s CEO Tim Cook says most iPhones sold in the United States will be manufactured in India to mitigate the impact of tariff measures imposed by US President Donald Trump’s administration.

Speaking with CNBC following the company’s Q2 FY25 results, Cook stated that India will be the country of origin for the majority of iPhones sold in the US in the quarter ending June 2025, as Apple shifts its supply chain away from China.

“Beyond June, it’s very difficult to predict,” Cook said, noting that the tariff situation remains fluid.

“We do expect the majority of iPhones sold in the US will have India as their country of origin,” he added. Meanwhile, Vietnam will handle most production for iPads, Macs, Apple Watches and AirPods destined for the US—countries currently subject to a 10% tariff, compared to a steep 145% tariff on Chinese imports.

For now, Apple has stocked its inventory and factored the risk into its financial planning. The company has projected nearly $900 m in additional costs for the current quarter, with tariffs being a significant factor. This surprised some analysts, who had anticipated a greater financial impact.

Apple will source the majority of iPhones sold in the US from India in the quarter ending June 2025, while nearly all iPad, Apple Watch, Mac and AirPods products will be manufactured in Vietnam. The Cupertino-based company has restructured its supply chain, which remains heavily reliant on China, to mitigate cost increases caused by US tariffs, company executives told analysts during an earnings call on Friday.

Apple India Production

A new Tata Electronics plant in Hosur in Tamil Nadu in southern India has begun producing iPhones, and a Foxconn facility in Bengaluru is expected to start shipments in May, as Apple aims to expand manufacturing beyond China, Reuters reported on 29 April 2025.

Apple is positioning India as an alternative manufacturing hub to China amid escalating trade tensions between Washington and Beijing, with US President Donald Trump’s tariffs exceeding 100% on Chinese goods threatening supply-chain disruptions and raising concerns about potential iPhone price increases.

According to Reuters, the Tata Electronics plant in Hosur began operations in recent days, producing older iPhone models on a single assembly line.

Meanwhile, Foxconn’s $2.6 bn plant under construction on the outskirts of Bengaluru is set to commence operations within days, starting with one assembly line. The facility will manufacture iPhone 16 and iPhone 16e models, with a capacity of 300–500 units per hour, according to the report.