According to a J.P. Morgan report from last September, Apple may outsource up to 25% of its iPhone production to India by 2025. This percentage may rise to 50% by 2027, according to a recent South China Morning Post article.
The capital of iPhone production will move to India
According to reports, Apple has decreased its orders from Chinese suppliers for iPhone components. Their stock price and earnings estimates have suffered as a result.
Despite efforts to assemble more recent models, such as the iPhone 14, only a few weeks after production in China began, India still only contributes 5% of annual iPhone production as of today. According to rumors, Apple will start producing the iPhone 15 series simultaneously in China and India.
To avoid becoming overly reliant on its Chinese suppliers, Apple is diversifying the production of the iPhone. Additionally, they are moving the majority of the production of MacBooks and AirPods from China to Vietnam.