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Apple's Manufacturing in India Gets Boost From New Tariff Exemptions
Apple is set to benefit significantly from India's recent tariff exemptions on key production components. The Indian government has eliminated import duties on parts used for wireless charging, automotive screens, and lithium-ion battery cells, further promoting Apple's manufacturing initiatives in India. The exemptions will last until March 31, 2029, encouraging Apple's shift of production from China to India as local assembly partners grow. By sourcing these components domestically, Apple can potentially lower production costs and streamline its supply chain in the rapidly expanding Indian market, where it has already started manufacturing a significant portion of its iPhones.
MonitorConfidence: HighShort term horizon
Published 9 Jul 2026, 16:45 UTC1 min read
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Summary
TL;DR
- India eliminates import duties on components for smartphone manufacturing.
- Exemptions apply to wireless charging hardware and lithium-ion battery cells.
- Apple's production in India includes the entire iPhone 17 lineup.
- Exemptions are effective until March 31, 2029.
- Foxconn and Tata Electronics are key partners in Apple's India operations.
Interesting facts
- The tariff exemptions directly impact the MagSafe ecosystem for iPhones.
- Apple now builds approximately 25% of its iPhones in India.
- Foxconn has invested $1.5 billion to enhance its operations in India.