Apple is transitioning iPhone 17 production to India instead of China, with the entire new model lineup set to ship from India for the first time. This shift aims to lessen reliance on Chinese manufacturing, despite Apple anticipating $1.1 billion in tariffs for the quarter. Currently, iPhones exported from India to the US enjoy a tariff exemption, even as subassemblies remain largely produced in China. Recent developments indicate potential tariff increases on India due to geopolitical factors, which may impact Apple's strategy.
Apple is producing its iPhone 17 phones primarily in India for the US market, marking the first time a full lineup will launch from India.
Apple's strategy to boost Indian manufacturing aims to decrease its reliance on China, despite still facing substantial tariffs.
Exports of iPhones from India to the US currently benefit from a tariff exemption, even with ongoing tariffs imposed under the Trump administration.
Given recent geopolitical tensions, tariffs on India may increase, with implications for Apple’s manufacturing and strategic decisions.
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