Apple Inc. (NASDAQ:AAPL) is reportedly considering a shift of iPhone assembly to India. However, a renowned analyst has expressed skepticism about the potential effectiveness of this move in mitigating the impact of China tariffs.

India’s manufacturing share, depending on estimates, ranged between 10% to 20% at the end of 2024. Apple’s global iPhone shipments for the year were 232.1 million.

The manufacturing move aims to address massive US tariffs against China that could spur higher prices on the company's biggest-selling product.