Apple is planning to shift the production of all iPhones sold in the U.S. to India as early as next year, according to sources cited by the Financial Times. The decision is part of the company’s effort to reduce its dependence on China, amid growing pressure from the ongoing U.S.–China trade tensions under President Donald Trump’s administration.

This supply chain shift is happening faster and more extensively than analysts had expected. Apple aims to produce over 60 million iPhones annually in India—covering its entire U.S. demand—by the end of 2026.

If successful, this would mean doubling iPhone production in India. For nearly two decades, Apple invested heavily in China, building one of the world’s most advanced manufacturing ecosystems and becoming a $3 trillion tech giant in the process.

Most iPhones are currently assembled in China by contractors like Foxconn. However, China has become a key target of U.S. tariffs. Although Trump has expressed willingness to negotiate with Beijing, the trade war continues to create global disruptions.

Apple has been gradually building up its manufacturing presence in India in recent years, working with companies such as Tata Electronics and Foxconn. Despite these efforts, the majority of iPhone assembly still takes place in China.

Final assembly is the last step of iPhone production, but Apple still heavily depends on Chinese suppliers for hundreds of components required in the process.