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.

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.

Apple iPhone production could rise to 70-80 million units, potentially making India the primary supplier of iPhones to the United States.