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Apple increased iPhone production in India by about 53 percent last year.
Susan Li reports that India now manufactures 25 percent of all iPhones, reflecting the U.S. company push to diversify its supply chain and avoid tariffs on China. This step indicates Apple's strategic shift in sourcing amid ongoing U.S.-China trade tensions.
Apple’s efforts to broaden its manufacturing base come at a time of heightened global economic uncertainty, underscored by recent shifts such as the notable dip in inflation to an eight-month low. As the broader technology sector navigates consolidation and competition—reflected in major moves by industry leaders like Warner Bros. Discovery, Paramount, and Netflix—Apple’s strategic investment in India further illustrates the complex interplay between supply chain decisions and evolving market dynamics, a theme explored in the context of boardroom strategy and corporate maneuvering.