Hanoi – Apple is restructuring its global supply chain by relocating the production of iPhones and other US-bound devices to India and Vietnam—two rising stars in Asia’s tech manufacturing ecosystem. The strategic pivot comes amid intensifying trade frictions between Washington and Beijing.
Tim Cook, Apple’s CEO, confirmed that India will soon be responsible for producing the majority of iPhones sold in the US, while Vietnam is set to become the primary hub for iPads, Macs, Apple Watches, and AirPods. The move is seen as a signal of confidence in Asia’s emerging economies as reliable alternatives to China.
Apple’s decision reflects a broader trend of global companies diversifying manufacturing bases in response to geopolitical volatility. US tariffs could add nearly $900 million to Apple’s operational costs this quarter alone, pushing the tech giant to act decisively.
While the Trump administration previously urged Apple to bring its manufacturing back to American soil, Apple’s response has been more globally nuanced—favoring regional distribution and resilience over centralization.
Vietnam and India have both ramped up infrastructure and policy incentives to attract high-tech industries, positioning themselves as strategic partners in the new industrial era. Their rise marks a shift in the center of gravity for global electronics manufacturing toward Southeast Asia.
Cook also reaffirmed Apple’s investment commitments in the US, pledging $500 billion over the next four years. Yet the supply chain transition highlights that economic logic and geopolitical realities increasingly shape boardroom decisions.
Despite the upheaval, Apple’s performance remains strong. The company reported $95.4 billion in quarterly revenue, showing resilience amid trade instability and logistical transitions.
As Asia’s industrial landscape evolves, Apple’s relocation underscores the growing synergy between technology and geopolitics—setting the stage for a more decentralized, regionally empowered supply chain future.
