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.

To combat rising tariffs, Apple has already increased production in India, sending about 600 tons of iPhones worth $2 billion to the U.S. in March. These shipments marked a record for both Foxconn and Tata, with Foxconn alone contributing $1.3 billion in iPhone shipments.

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.