Apple’s $1B India bet reshapes iPhone production and jobs
Apple has rapidly expanded its manufacturing operations in India over the past five years. The company’s push comes as it seeks to cut costs and avoid US tariffs on Chinese imports. This shift has already created hundreds of thousands of jobs across the country.
Since 2023, Apple has invested over $1 billion in Indian production facilities. This move has helped shift a significant portion of iPhone assembly from China to India, where more than 25% of the company’s smartphones are now assembled. The strategy mirrors Apple’s earlier approach in China, where it built a deep local supply chain through heavy investment.
The expansion has led to over 350,000 jobs in India in the last five years. Around 120,000 of these came directly from Apple’s larger orders, while another 230,000 were generated at roughly 45 companies producing components. Major suppliers in the country now include Tata Electronics, Titan Engineering, and Avary, among others.
Despite this growth, India still relies on China and other nations for most of the critical parts needed for Apple’s products. The company remains hands-on with local manufacturers and suppliers, aiming to strengthen India’s role in its global supply chain. Industry observers expect Apple to continue pouring investment into the country, following a pattern similar to its nearly $160 billion commitment in China by 2012.
Apple’s manufacturing shift to India has already reshaped the local job market and production landscape. With a quarter of its smartphones now assembled there, the company is likely to deepen its investment. However, dependence on foreign-sourced components means further expansion will take time.
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