India is rapidly solidifying its position as a major manufacturing hub for Apple, driven by a confluence of factors including government incentives, a desire to diversify supply chains away from China, and the growing capabilities of domestic players. Giants like Tata Electronics and Foxconn are leading this charge, significantly increasing iPhone production in India and reshaping Apple's global supply chain.

Foxconn, Apple's long-time manufacturing partner, currently holds the largest share of iPhone production in India. In 2024, the company accounted for an estimated 65% of the country's iPhone output, generating revenues of ₹90,000 crore. To further solidify its commitment, Foxconn announced a fresh $1.5 billion investment in its Indian subsidiary through Singapore-based Yuzhan Technology India in May 2025, with the goal of scaling up operations in Tamil Nadu. This investment signals Foxconn's confidence in India's potential and its dedication to maintaining its leading position in iPhone manufacturing within the country.

However, Foxconn is not the only major player in Apple's Indian manufacturing ecosystem. Tata Electronics has emerged as a serious contender, rapidly expanding its footprint and increasing its share of iPhone production. After acquiring Wistron's Karnataka facility in 2023, Tata has steadily grown its operations. By 2025, the company accounted for 35% of India's iPhone output, up from about 30% in 2024, with reported revenues of ₹48,000 crore. In January 2025, Tata took another significant step by acquiring a 60% stake in Pegatron's India unit near Chennai, further boosting its manufacturing capabilities. Tata now operates two iPhone facilities in Tamil Nadu and one in Karnataka.

Apple aims to shift most US-destined iPhone production to India by the end of 2026. According to Counterpoint Research, India could account for 20% of global smartphone output in 2025, driven by exports from Apple and Samsung.

The Indian government's Production Linked Incentive (PLI) scheme has been instrumental in attracting these investments. This scheme provides financial incentives to manufacturers based on production targets, offering tax benefits and subsidies to electronics manufacturers who establish operations in India. This policy support, combined with India's large workforce and growing domestic smartphone market, has created favorable conditions for expanded electronics manufacturing.

This transition is not merely a temporary adjustment but a comprehensive evolution in Apple's strategy. CEO Tim Cook has emphasized the importance of diversifying the supply chain to mitigate risks associated with concentrating production in one location. He noted that Apple learned some time ago that "having everything in one location had too much risk with it and so we have opened up new sources of supply over time."

While China remains a crucial part of Apple's global supply chain, India is rapidly gaining ground. In the fiscal year ending March 2025, Apple assembled $22 billion worth of iPhones in India, a 60% year-over-year increase. Experts project that India's share of iPhone manufacturing will continue to rise, underscoring its increasing role in Apple's global supply chain.