Apple Shifts iPhone Production to India Amid Tariff Concerns, Launches Budget MacBook Neo

Apple has strategically relocated 25% of its iPhone production to India, manufacturing approximately 55 million units there in 2025—a 53% increase from the previous year's 36 million. This shift is part of a broader effort to mitigate risks associated with China tariffs and supply chain vulnerabilities. CEO Tim Cook noted that most U.S. demand is now fulfilled by India-made iPhones, underscoring the country's growing role in Apple's global operations.

The move has been facilitated by Indian Prime Minister Narendra Modi's production-linked incentive scheme, which helps offset higher assembly costs and logistical challenges compared to China. Despite these hurdles, Apple continues to push for expanded subsidies to further streamline operations in India.

In parallel, Apple unveiled the MacBook Neo, priced at $599, marking its most affordable Mac to date. The launch targets the entry-level PC market, signaling Apple's ambition to capture a broader consumer base amid slowing premium device sales.

Analysts remain bullish on Apple's stock (AAPL), which trades at ~30x earnings, with consensus estimates projecting a 17.4% upside from current levels. The company's dual focus on cost-efficient manufacturing and market expansion positions it favorably for sustained growth.