[News] Apple's supply chain relocates to India？
Release time:
May 05,2025
The US market for iPhones may shift to Indian manufacturing by 2026.
![[News] Apple's supply chain relocates to India？](/npublic/img/s.png "[News] Apple's supply chain relocates to India？")
According to reports, Apple plans to relocate its US-market iPhone production lines to India by 2026, mandating supplier Tata Group to double annual capacity to 70 million units and achieve 50% local procurement by 2025. This shift may pressure China’s molded fiber packaging market.
Key challenges include high-end market contraction from Apple’s order relocation and potential price rationalization due to reduced multinational premium pricing. If Apple implements this relocation plan by the end of 2026, domestic suppliers must prioritize innovation and cost-effectiveness.
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