New Delhi
The iPhone manufacturer is preparing to take advantage of the opportunity in the Apple disaster. In view of China’s trade war from the US, Apple is increasing the iPhone production rapidly in India. It is estimated that in March 2025, in the last 12 months, about 22 billion dollars, or about 1.90 lakh rupees iPhones have been made in India. This is 60% higher than last year. This is when Apple is taking its supply chain away from China and this increase in the production is being said to be the result of that. China is also under tension about this, because in such a situation, the king can end in this case. Know the whole story.
Every fifth iPhone in the world is made in India
According to a Bloomberg report, one of every five iPhones made in the world is now being built in India. This $ 22 billion figure is the price emanating from the iPhone factory. This is its retail sales price. The largest part of this production comes from Foxconn’s huge factory in South India. The Tata Group, which has taken the operations of Vistron and Patron under its control, is playing an important role in Apple’s India based supply chain. The big role in all this is that of semiconductors, due to which there is a big war between the US and China.
Let’s understand what are semiconductor
One of the essential companies of electronic devices is a semiconductor ie semiconductor, also known as integrated circuit (IC). Semiconductor microchips enable artificial intelligence, traffic, healthcare, military system, communication. Microchips are essential for these electronic devices: radio, TV, computer, laptop, smartphone, vehicle and medical diagnostic equipment. Microchips are so important that some people also call him ‘new oil’ of the 21st century. This is an important thing for Apple iPhone. Last year, Apple has also discussed in India to promote the manufacturing of semiconductor chips, so that the construction of chips can be started in India as well.
2026 milestone for Apple iPhone
Taiwan Semiconductor Manufacturing Company (TSMC) is the major company making semiconductor for Apple iPhone. According to industry experts, Apple will need a large amount of semiconductor chips by 2026. By then the iPhone manufacturers would have transferred 26 percent of their global manufacturing capacity to India. Apple’s current semiconductor consumption is around $ 72 billion, as all its high quality products such as iPhones, iPads, Mac, Apple Watches and Airpods semiconductor chips are used. In such a situation, India’s possibility is quite big in this matter.
Apple increased exports due to Trump’s tariff
Apple exported iPhones of Rs 1.5 trillion (about $ 17.4 billion) from India in the last financial year. The shipment of the US accelerated when President Donald Trump announced the ‘Reciperook’ tariff in February. After this Apple raised exports from India rapidly. Although the recent announcement was exempted from those tariffs including smartphones, including the smartphone, the remaining tax (245%) on China is still in force. Trump’s separate fee of 20% on the goods coming from China, which aims to put pressure on Beijing with Fantanil, is still going on.
America does not impose tax on devices made in India
India is a relatively safe place for Apple. There is no tax in the US on the device made in India. Analysts believe that the company will depend more on its Indian production lines for American customers.
This screw regarding China is still intact
Although Apple has increased production in India, it is still very connected to China. The company is dependent on about 200 suppliers and a strong system made from decades. Even Apple’s CEO Tim Cook has considered China’s manufacturing ability.
India will spend a lot of time from China to India market shift
Trump has been insisting on the production of iPhone in the US for a long time. However, it is difficult for Apple to do so in the near future. Because appropriate facilities and skilled workers are not available in America. An assessment of Bloomberg Intelligence in 2022 estimated that it would take only 10% of Apple’s manufacturing eight years to get out of China. This shows how strong China’s supply base is.
Will India be able to become an option of Chinese market
There is an attempt to create such an atmosphere in India that it can produce products like iPhone brilliantly. Apple now produces all its iPhone models in India, including the premium titanium Pro model. In fact, the Narendra Modi government’s production-linked incentive (PLI) scheme and new subsidy of $ 2.7 billion given for electronics and semiconductor manufacturing are also contributed. The PLI scheme means that the government encourages companies on increasing production.
Apple’s 8% of India’s smartphone market
Apple sales in India in the last financial year were around $ 8 billion, which included most of the iPhones. However, the company still holds only 8% of India’s smartphone market. However, the company currently wants to make India its global manufacturing instead of retail destination. It can be believed that the company is expecting its better future prospects in India.
This is expected… 1 million jobs from semiconductor
A report in November last year estimated that by 2026 the semiconductor sector in India will generate 10 lakh jobs. The report by Talent Solutions Company NLB Services said that since India is going to become a semiconductor manufacturing hub, the industry is ready to provide 10 lakh jobs in many fields by 2026. An estimated 3,00,000 jobs in Chip Semiconductor Fabrication, about 2,00,000 posts in ATMP and about 2,00,000,000 posts and chip design, software device and system, software debts and system Manufacturing supply chain management includes additional roles.
