Friday, September, 25,2026

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HOW INDIA BECAME CENTRAL TO APPLE’S IPHONE SUPPLY CHAIN

When Apple unveiled its first foldable iPhone this month, the bigger story for India was not only the new device but also where the company is increasingly making its iPhones. The iPhone Duo, Apple’s first foldable iPhone, arrived alongside the latest iPhone 18 Pro and Pro Max models. But behind the new products is a manufacturing shift that has transformed India’s position in Apple’s global supply chain — a transition that gathered pace under Tim Cook’s leadership.

Over the past four to five years, India has moved from assembling older and relatively lower-end iPhone models to manufacturing Apple’s latest premium devices for global markets. Apple now assembles the entire latest iPhone 18 lineup in India including the Pro and Pro Max models, while suppliers such as Foxconn, Tata Electronics and Pegatron also manufacture older models for the domestic and export markets.

The scale of this shift is striking. Apple assembled about 55 million iPhones in India in 2025, up from 36 million in 2024, according to people familiar with the production numbers cited by Bloomberg. With Apple producing around 220-230 million iPhones globally each year, India accounted for roughly a quarter of its total production last year.

Industry estimates suggest the share will rise further this year. Counterpoint Research estimates that India could account for around 26% of global iPhone manufacturing in 2026, while Smart Analytics Global puts the figure at 28%. SAG estimates that India’s share rose from 14% in 2024 to 23% in 2025, while China’s share fell from 83% to 74% over the same period.

The numbers show how quickly Apple has built a second major manufacturing base outside China.

For years, China was at the centre of Apple’s manufacturing network, supported by a dense ecosystem of component suppliers, skilled workers, logistics infrastructure and large-scale factories. India, by comparison, had higher costs and lacked the depth of the Chinese electronics supply chain.

Cook’s India bet therefore was not simply about moving assembly lines from one country to another. It involved building manufacturing capacity, developing suppliers and gradually increasing the complexity of products made in the country.

US-China trade tensions and tariffs exposed the risks of depending heavily on China for products destined for the American market. As Apple sought to diversify its supply chain, India emerged as one of the biggest beneficiaries.

India’s productionlinked incentive (PLI) scheme also played a role by helping offset some of the cost disadvantages faced by manufacturers in the country. Apple and its suppliers have used the growing manufacturing base to increase exports, particularly to the US.

The impact can be seen in trade flows. In the AprilJune 2025 quarter, India became the largest source of smartphones shipped to the US, accounting for 44% of US smartphone shipments, according to Canalys data. China’s share fell to 25% from 61% a year earlier. The shift was driven substantially by Apple’s accelerated production in India.

Apple’s exports have also grown sharply. iPhone production in India between FY22 and FY26 is estimated to have reached around $70 billion in freight-on-board value, with exports accounting for about $50 billion, according to data reported by Business Standard.

In FY26 alone, India’s iPhone exports reached around Rs 2 lakh crore, making Apple the country’s largest branded export across major product categories, according to data submitted by vendors to the government.

This is significant because India is no longer being used merely as a market for Apple products. It is increasingly becoming a production and export base for the company.

Tata Electronics has also emerged as an important part of this transformation. The Tata Group acquired Wistron’s iPhone manufacturing facility in Bengaluru and later took a controlling stake in Pegatron’s Tamil Nadu operations, expanding its role in Apple’s manufacturing ecosystem.

The development is also beginning to influence other electronics companies. Electronics and IT Minister Ashwini Vaishnaw has said that Apple’s manufacturing ecosystem in India could eventually expand into other hardware categories, building on the scale created through iPhone production. Google is also looking to diversify its manufacturing base, although its India production remains far smaller than Apple’s. Counterpoint data cited by Business Standard showed India accounted for only around 3% of Google Pixel production in 2025.

Apple is not abandoning China. China remains the largest manufacturing base for iPhones and continues to have a far deeper component ecosystem. Instead, the company is building a more geographically diversified manufacturing network in which India has become a major pillar.

The transition also explains why the latest generation of premium iPhones is increasingly being associated with Indiamade production. What began with the assembly of older models has moved steadily towards the latest and most sophisticated devices.

That evolution is arguably one of Cook’s most consequential decisions for India. The change has happened gradually, without Apple making a dramatic announcement that it was shifting its iPhone manufacturing centre from China to India.

Instead, the company increased capacity year after year, added suppliers, expanded exports and moved newer models into Indian factories.

The result is now visible in the numbers: from 36 million iPhones assembled in India in 2024 to about 55 million in 2025, with the country potentially accounting for more than a quarter of global iPhone production in 2026.

As Apple enters the foldable era with the iPhone Duo, India’s role in that supply chain is therefore a story bigger than a single product launch. It is about how a country that was once largely an assembly destination has become one of Apple’s most important manufacturing bases outside China.

THE VIEWS EXPRESSED BY THE AUTHOR ARE PERSONAL

Surveshwar Sarvesh Pathak, The writer is a senior journalist

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Daily Astro

25-09-2026

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Aries

Ganesha says it will be an important day for you, Aries. Your energy and confidence are ready to take you to new heights. Today you will be able to express your thoughts with clarity, which will increase your communication skills. New opportunities may arise in the working areas, which you have to be ready to take advantage of. In social life, you can make new meetings, which will prove beneficial for you in the future. This day will be good for solving family issues, and you will be able to establish better relations with your close ones. In the field of health, take care of your routine and resort to yoga or meditation to relieve mental stress. Controlling your expenses will be a smart move, as any sudden financial need may arise. Overall, this day is for you to stay positive, just use your insight and energy properly.

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Pisces

Ganesha says it is going to be a positive day for you. Your sensitivity and intuition will flourish today, allowing you to establish better connections between yourself and others. It is time to connect with someone or refresh old memories. Try to communicate with people close to you, as it will strengthen your relationships. In the field of work, your creativity will be cyclical today. If you are working on a project, your ideas will be new and full of innovation. Do not be afraid to share your ideas, it will give you positive feedback from your colleagues. In terms of financial condition, avoid any big investments. Small expenses will prove to be justified but think well before making any big decisions for the long term. In terms of health, focus on a balanced diet and regular exercise. For mental health, practicing meditation or yoga will help keep you stress-free.

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Aquarius

Ganesha says new opportunities are likely to open up for you. You will be in a position to take your creative abilities to new heights. This is the time to share your ideas and make new plans. Your friends and family will support your ideas, so it will be beneficial to take their advice into account. Positive changes are possible in business. This is the right time to work on an important project. You will get an opportunity to use your skills and knowledge properly. But, be careful; in some cases, you will need to control your emotions. In personal life, relationships will deepen. You will try to spend more time with your loved ones. This is a good time for love and companionship. Enjoy emotional moments that will make your relationships stronger. Be health conscious. Dedication to yoga and meditation will give you mental peace. These activities will keep not only your body but also your mind active. Overall, today will be full of possibilities for you. Stay committed to your dreams and work on them.

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Capricorn

Ganesha says your day is full of some new possibilities. You will experience grace and stability in your actions. This is the time to focus on your goals and work with determination to pursue your plans. You are likely to get success in your work, especially if you maintain your hard work and dedication. Positive changes can also be seen in your relationships. You will get a chance to spend time with family and listen to them, which will increase mutual understanding and depth. Focus on communication, as it will make your relationships stronger. However, it is also time to make monthly plans. Take care of your financial matters and try to save. This is the time when you can take concrete steps for your future. Your health condition is likely to remain normal but take some rest. Maintaining a mental balance will be important for you. Stay positive and keep faith in your actions!

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Sagittarius

Ganesha says today will be full of new possibilities and positive energy for you. You will feel a rise in your confidence, which will keep you open to new opportunities. This is the right time to make an important decision. Your spirituality and intuition will be strong, which will enable you to understand and face difficulties. Spending time with friends and family will awaken a sense of happiness and satisfaction in your mind. Relationships with colleagues at work can take a new direction. Cooperation and communication will help solve problems. If you face an obstacle or challenge, remember that you can overcome it. In terms of health, you may need to make a little improvement in your routine. Regular exercise and a balanced diet will give you freshness and energy. Strengthening social relationships and contacting new people will also be beneficial today. This is the time for self-growth and positive change for you, so recognize the energy within you and use it properly.

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Scorpio

Ganesha says today will be full of enthusiasm and energy. You will move towards achieving your goals, and your hard work will pay off. Social life will also be active; you will get a good chance to spend time with friends and family. In terms of health, take a little caution. Focusing on meditation and exercise will help reduce mental stress. This is also a good time to take up a new hobby, which can unleash your creativity. Take wise steps in terms of money. Make informed decisions while investing. For potential financial gains, take a look at past projects again. Your career is showing good signs of progress. Your ideas may be appreciated at the workplace, which will increase your confidence. Still, some issues may require restraint. Overall, today will prove to be positive and auspicious for you. Spend it with pride with your loved ones.

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Libra

Ganesha says today will be a very auspicious and positive day. You will get a chance to clarify your thoughts, which will bring stability to your personal and professional relationships. Your communication skills will increase, and this will open the doors of new possibilities for you. Your creativity and aesthetic sense will be especially strong today. If you are associated with any art or design, your work will be appreciated. This is the right time to express your feelings. If you are confused about a decision, trust your intuition; it will show you the right path. In terms of health, small changes can make your life better. Focus on regular exercise and a balanced diet. In love and relationships, a new understanding will develop, which will strengthen the mutual bond even more. Overall, this day is a sign of positive changes and new beginnings for you. Stay focused on your goals and recognize your inner strengths.

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Virgo

Ganesha says today is a suitable day to highlight your cognitive abilities and business skills. Today, you will be full of clarity and precision in your actions, which will increase your value among your colleagues and superiors. There is a possibility of bringing some changes to your routine, which will bring positive results for you. This is a good time to improve relations with family members. Try to resolve any old disputes, and keep communication open. In terms of health, meditation and yoga will bring mental peace. Also, take some time out of your routine for exercise. From a financial point of view, this is the right time to make a good plan for the right investment. Take a good look at the options available to you and make a wise decision. Overall, today will prove to be a day of new possibilities and positive changes for you. Be full of confidence and stay focused on your goals.

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Leo

Ganesha says today will be a day full of energy and inspiration. Your confidence will increase and your thoughts will come out with clarity. On this day, you will be able to see some new possibilities in your career, which will bring you hard work. Mutual understanding and harmony will increase your relationship, which will create a happy atmosphere among the family. This is a great time to express your thoughts clearly, so do not hesitate to communicate with your partner or friends. It is important to be health conscious, a little exercise and meditation will maintain your mental and physical health. Overall, this day will bring activity and positivity for you, so make the most of all the opportunities!

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Cancer

Ganesha says it will be a day of information and communication for you. Your mind will be full of ideas and you will be able to express your ideas well. There is a possibility of some new opportunities in professional life, which can prove beneficial for you. It is a good time to strengthen relationships with your colleagues, so work together at the workplace. Your emotional state will also be strong. Time spent with family will give you satisfaction. If you have any old problem going on, then the right time is coming to solve it. However, you need to keep your emotions under control, so that you do not get agitated over small things. In terms of health, try to practice yoga and meditation. It will empower you both mentally and physically. Take informed decisions in financial matters; do not rush into any investments. In summary, this day will be all about communication and cooperation, which will lead to positive changes for you.

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Gemini

Ganesha says there will be a new energy and freshness in your thoughts, which will make your personality even more attractive. Social contacts are likely to increase, which will expand your network. You will be inspired to spend blissful time with your friends and family. Some positive changes can also be seen in the business sector. The results of your hard work will gradually start coming, and this will motivate you to move forward. Keep in mind that while sharing your ideology, work with empathy, this will strengthen your relationship with colleagues. It is important to be health conscious. A little attention and relaxation will give you mental freshness. Practicing yoga or meditation will be beneficial for you. This day will be full of positivity and new possibilities for you. Express your mind openly and do not hesitate to adopt new ideas.

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Taurus

Ganesha says it will prove to be a positive day for you, Taurus. You will feel energetic and full of confidence. The time has come to reap the fruits of your hard work and efforts. The workload may stress you for a while, but you will face all the challenges recognizing your strengths. Sweetness will also remain in your relationships. Spending time with your family and friends will be a source of joy for you. Conversation with someone special can give you a new vision and promote mutual understanding. A special occasion may be organized among friends or family, which will bring happiness and harmony to you. Moments spent with loved ones will give you mental peace. It is important to be health conscious. A little exercise or yoga will give peace to your mind and energy to your body. Your day will be full of happiness and positivity, just keep your thoughts and emotions balanced.

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25-09-2026