Apple now makes about 25% of iPhones in India after China pivot
Analysis of this story by et_companies · 10 Mar 2026, 8:40 AM IST (about 2 months ago)
AI Analysis
The 'China Plus One' strategy and government incentives are driving global manufacturers to set up bases in India, boosting local manufacturing and exports.
Trading Insight
Long electronics manufacturing services (EMS) companies and companies in the mobile component ecosystem.
Quick check: HINDUNILVR bearish bias (-0.1% 1d), ITC bearish bias (+1.5% 1d).
Key Evidence
- •Apple now makes about 25% of iPhones in India.
- •Production rose by 53% last year.
- •Strategic shift aims to bypass tariffs on China.
- •India is becoming a key production hub and a fast-growing consumer market.
- •Risk flag: geopolitical tensions
Sectors:fmcg
Sources and updates
Original source: et_companies
Published: 10 Mar 2026, 8:40 AM IST
Last updated on Anadi News: 10 Mar 2026, 3:44 PM IST
AI-powered analysis by
Anadi Algo News