For the first time, the entire new generation of iPhones will be assembled outside of China from the first day of launch - Photo: CNET
Apple is expected to make a major shift in its global strategy by announcing that it will manufacture its entire iPhone 17 lineup - including the high-end Pro version - at factories in India.
This is the first time in history that the entire new generation iPhone has been assembled outside of China from the day it was launched.
This move is not only a shift in production geography, but also a clear sign that Apple is "limiting" its dependence on China in a real way, amid geopolitical tensions and continued volatility in the global supply chain.
The strategy of reducing dependence on China is not new for Apple. Since the COVID-19 pandemic and severe disruptions to its supply chain in 2020, the Cupertino, California-based corporation has begun to seriously reconsider its "single-point" manufacturing model.
During President Donald Trump’s second term, Apple continued to face intense pressure as the US government imposed high tariffs on technology products manufactured in China. Although the iPhone was exempted from some tariffs, the company is expected to suffer a loss of up to $1.1 billion in the current fiscal year if it does not shift production.
The shift to India - where the government is aggressively promoting the "Make in India" program and offering manufacturing incentives to tech companies - has become a vital strategic option.
From April to July 2025, iPhone exports from India reached $7.5 billion, compared to $17 billion in the entire 2024-2025 fiscal year, a figure that clearly shows the impressive growth rate and long-term potential of the new "golden stronghold" in Apple's strategy.
Source: https://tuoitre.vn/apple-lan-dau-san-xuat-iphone-ben-ngoai-trung-quoc-20250820205758302.htm
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