4月25日，据知情人士透露，苹果计划最快于2026年将面向美国市场销售的iPhone全部转移至印度生产。
印度媒体称，过去几年这家科技巨头持续强化在印度的生产基地建设，富士康位于班加罗尔的新工厂预计将于本月下旬投产。
不过在中美贸易摩擦加剧的背景下，苹果似乎正在加速这一进程。特朗普政府目前虽未对智能手机加征关税，但商务部长霍华德·卢特尼克表示，当前豁免仅是暂时性政策。
苹果目前在印度通过塔塔电子和富士康等代工厂进行手机组装，但旗舰产品的核心零部件仍高度依赖中国供应链。数据显示，2024年富士康印度工厂已生产1200万部iPhone，今年计划将产能提升至2500-3000万部。
2024年苹果全球iPhone出货量约2.259亿部，较上年微降1%。其中美国市场占比28%，约6325万部。这意味着要实现目标，苹果明年需将印度产能提升近一倍。
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