Apple is now manufacturing 25% of its iPhones in India — hitting a milestone JPMorgan predicted back in 2022 — as part of its long-term plan to reduce its reliance on China, Bloomberg reported.

Last year, India accounted for 55 million iPhones of the roughly 220 million to 230 million produced worldwide, Bloomberg’s report said. Apple has also moved quickly to deepen that commitment: it began making the entire iPhone 17 lineup in India ahead of last September’s launch, and Apple CEO Tim Cook said the majority of U.S. demand is now fulfilled by India-made iPhones.

That shift accelerated in 2025, as Apple faced uncertainty in China due to ever-changing U.S. tariff rules, pushing it to diversify production across multiple countries. The stakes were high enough that President Donald Trump personally warned Cook against expanding further in India at a business summit in Doha in May.

India is also becoming an important consumer market for Apple. The company shipped 14 million units there last year, up 9% year-over-year, according to analyst firm Counterpoint. Separately, Bloomberg noted that total iPhone sales in the country surpassed $9 billion last year. Apple is reportedly in talks to launch Apple Pay in India this year and opened its sixth Indian store last month.