Apple and Samsung are allegedly considering transferring a large part of their global production to India, which is a direct response to the high import tariffs announced by former US President Donald Trump. India has now emerged as the most viable manufacturing base for shipment in America, with a 54 percent duty on Chinese products, 46 percent on Vietnamese goods and 26 percent on Indian exports.

Apple has been building iPhones in India for a long time and a new report from the Times of India states that the tech company can now reduce dependence on Chinese manufacturing lines.

“India’s factories will be used only to ship in the US. Demand in other markets like Europe, Latin America and even Asia will now be met by China factories. In a way, it will be a significant jump for iPhone production in India and could lead to a big expansion in the country, if Apple decides to move forward the formula, then told a top industry.

Currently, iPhones in India are gathered by Foxconn and Tata. Tata Electronics is expanding its footprint in manufacturing and handled the operation run by the first Vistron and Patron. While Apple is also evaluating other countries like UAE, Saudi Arabia and Brazil – where tariffs are relatively low at 10 percent – India seems to be at the forefront of expansion.

“If Apple does not go to develop all new production areas in the UAE and Saudi Arabia, or Brazil, then all – all of which have 10 percent tariffs – then there will be a significant expansion of capacity in India.”

The possibility of any such expansion will bring fresh investment from Foxconn and Tata, and iPhone shipments in the US may grow well beyond the current estimate of $ 10 billion for this financial year. The situation is liquid and depends on how trade talks between the US and other countries come out.

Samsung, which has long been dependent on its massive Vietnam production hub, has also been affected by the new tariff policy. The company exports about $ 55 billion electronics from Vietnam, but high duty can transfer the remaining amount to India’s favor.

“It would be better to ship with India at a duty of 26 percent compared to exports from Samsung Vietnam, while it would be a temporary measure unless the Vietnamese government interacts with America,” the official said.

Samsung already makes major models such as the Galaxy S25 and bends in its Noida factory, and the company can now accelerate US-centric production from India in a short term.

Meanwhile, Reuters reported that companies like Apple may be forced to increase prices in prices by 30–40 percent in the US to manage rising production costs. This means that American consumers may soon have to pay more for products like iPhone, iPad and Macbook – until the Apple may absorb the effect or not adjust its supply chains in time completely. We will make better clarity on this in the coming weeks or months.