iPhone 16 Marks a Milestone in Apple’s Supply Chain Shift From China to India

Another incentive for Apple to shift manufacturing to India is the rising geopolitical tension between China and India, stemming from a 2020 border dispute. This conflict led India to ban several Chinese-owned companies, including TikTok, from operating in the country. India also imposes high tariffs on Chinese electronics and technology products, including Chinese-manufactured iPhones. The tariffs have posed challenges for Apple to grow market share in India, where its rising middle class is driving demand for Apple's premium products. In the 12 months ended March, Apple sales in the country grew 33 percent from the year prior.