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Apple's primary iPhone manufacturer Foxconn has invested $1.5 billion into India, signaling a significant acceleration in Apple's efforts to shift iPhone production away from China, Bloomberg reports.

foxconn.jpeg

The investment was disclosed in a stock exchange filing by Foxconn, which has been actively expanding its manufacturing footprint in southern India in recent years. The company is also increasing its investment in the United States.

The move comes as Apple continues to diversify its production base away from China, which has long served as the cornerstone of its iPhone manufacturing. India has emerged as Apple's most critical alternative manufacturing hub.

Apple reportedly assembled $22 billion worth of iPhones in India during the 12 months ending in March 2025, a nearly 60% increase over the previous year. Foxconn, Tata Electronics, and Pegatron now operates facilities in India focused on iPhone manufacturing. Apple is apparently aiming to manufacture the majority of iPhones sold in the United States in India by the end of 2026.

Article Link: iPhone Maker Foxconn Pours $1.5 Billion Into India Manufacturing Efforts
 
I've spent a lot of time in India for work and I'm happy to see this. India are a proud country with a lot of hard workers. This makes sense as China is becoming expensive. A lot of contract manufacturing is moving to India, Vietnam, Malaysia, etc.
 
Should push come to shove between the US and China, what difference does it make if the phones are built in India or anywhere else if the company that owns the factory where they are made is a Chinese company?

China would simply tell Foxconn etc "turn off the factories or else" and Foxconn would have to oblige.
 
Typically manufacturing will go to the country that’s cheapest while still being able to provide the huge amount of infrastructure and logistics required for setting up the factory and supporting it once it’s running. Workforce (skills), resources, land, transport etc etc

Eventually countries across the globe will reach a stage of development where it won’t be which is the cheapest but which makes most environmental sense.

The world is a better place when trade links and opportunities are spread out to the benefit of people everywhere.

And the richer countries really have to help the less developed countries with environmental protections. What goes into the land, sea or air affects everyone everywhere.
 
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Should push come to shove between the US and China, what difference does it make if the phones are built in India or anywhere else if the company that owns the factory where they are made is a Chinese company?

China would simply tell Foxconn etc "turn off the factories or else" and Foxconn would have to oblige.

Foxconn isn't a Chinese company, they're based out of Taiwan. One of the reasons for diversification is because the majority of Apples chips (TSMC) are produced in Taiwan. If/when China moves on Taiwan, Apple will find themselves in a dire situation.
 
Should push come to shove between the US and China, what difference does it make if the phones are built in India or anywhere else if the company that owns the factory where they are made is a Chinese company?

China would simply tell Foxconn etc "turn off the factories or else" and Foxconn would have to oblige.
Foxconn is not a Chinese company-- it's a Taiwanese company.

I doubt a Chinese company would be allowed to move production out of China, as Foxconn is currently doing.
 
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It shouldn't mater where a product is made just as long as there is robust quality control system in place to ensure satisfactory end results. However, I would like to point out that Tim Cook, on numerous occasion when asked, the reason apple choose China as its main location for manufacturing was because of the expertise which was lacking in the US and other nations. Now believe what you want. But any person with half a brain knows that's complete nonsense. Cheap labor, relaxed or non existent environmental laws, heavy government subsides, subpar healthcare and pension plans, and shady under-table deals in China was what allowed Apple to make money hand over fist. Now with tariffs, political instability, bad PR optics, increasing labor costs, and heavy interference from the CCP; China is no longer a great place to build things for profit driven companies like apple. So does India have the expertise, tooling, engineers, supply chain infrastructure, and labor force that Tim Cook said only existed in China? Not really....but India has got a cheaper labor force and similar lacking regulatory system as China. So all is good as far as Apple is concerned.
 
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Should push come to shove between the US and China, what difference does it make if the phones are built in India or anywhere else if the company that owns the factory where they are made is a Chinese company?

China would simply tell Foxconn etc "turn off the factories or else" and Foxconn would have to oblige.
Foxconn is headquartered in Taiwan which is (until and unless the Chinese communists invade) an independent state-like entity.
 
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My recent (last week) purchase of a build to order 15" MBAir M4 32GB 2TB is coming out of Vietnam via UPS and is arriving this week. So the price was still the same as earlier this year (no tariff). Perhaps Apple has yet to add the tariffs?

So perhaps some product lines have already migrated out of China?
 
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