Almost 100% of iPhone production has long taken place in Chinese factories, but that could soon change. Namely, JP Morgan analysts suggest that Apple has been looking for alternatives for some time and as things stand now, by 2025 around 25% of production could move to India.
With this, Apple allegedly wants to achieve diversification of production and supply chains, in order to depend as little as possible on only one country, in this case China.
There is also the problem of the still current American-Chinese trade war, which could disrupt Apple’s plans at any moment, so it is not surprising that the company wants to move part of its production to other countries.
Also, Chinese labor is becoming more expensive day by day, so it is also logical to expect a reduction in costs, since they are significantly lower in India.