According to a report from the Financial Times, Apple may be purchasing its entire iPhone product line (about 60 million devices per year) for the U.S. market by the end of 2026.
The planned move is to impose tariffs of up to 145% on China in the context of the Trump administration, despite temporary exemptions from some products such as mobile phones and computers. Apple has long concentrated its iPhone production in China, leaving it vulnerable to any trade war between the two countries and sparked speculation that tariffs could mean higher prices for the company's largest products.
By shifting third-party conventions for the U.S. iPhone to India, Apple could avoid the most significant cost pressures of the trade war, although India itself faces new tariffs.
Before the new tariffs became active, the company had already started shipping Indian-made iPhones and increased its product reserves.
Representatives for Apple did not immediately respond to a request for comment.
