- Apple will open four new retail stores in India later this year, expanding its physical presence.
- iPhones sold in the U.S. will soon be mostly made in India, reducing reliance on China.
- Apple reported $95.4B in Q2 revenue, with strong growth in services and device engagement.
Apple is rapidly scaling up its footprint in India with plans to launch four additional retail stores in cities like Pune, Mumbai, Delhi NCR, and Bengaluru by the end of 2025.
At the same time, Apple is transforming India into a major manufacturing hub, particularly for iPhones destined for the U.S. market. CEO Tim Cook confirmed that the majority of iPhones sold in the U.S. in the upcoming quarter will be made in India, underscoring the country’s growing strategic importance.
India Becomes Apple’s Growth Engine: Retail, Manufacturing, and Market Momentum
Apple’s announcement to open four more retail stores in India reflects not just growing consumer demand but also a broader localization strategy. The company began hiring for these stores earlier this year, signaling a full-fledged retail ramp-up. With cities like Pune and Bengaluru now on the radar, Apple aims to provide hands-on experiences in high-growth urban centers.
Manufacturing-wise, India’s role has dramatically expanded. Since 2017, Apple’s local production has steadily increased, culminating in the full-scale assembly of the iPhone 16 series within the country. This change supports Apple’s goals to diversify supply chains, especially for U.S.-bound products, away from tariff-heavy China.
While India leads in iPhone production, Vietnam plays a key complementary role, producing iPads, Macs, and AirPods for global markets. Apple’s split manufacturing approach ensures flexibility and resilience in a volatile geopolitical landscape. This dual-country strategy gives Apple an edge in managing regulatory risks and shipping timelines.
Financially, Apple continues to thrive. Its Q2 2025 revenue of $95.4 billion marks a 5% increase year-over-year, powered by services and an expanding device base. Services like Apple TV+, Music, and iCloud contributed significantly, as did strong global demand across all hardware categories. Apple’s installed base hit record levels, affirming loyalty and ecosystem lock-in.
Apple’s India strategy is no longer an experiment—it’s a pillar of its global operations, blending retail growth, local production, and market engagement to fuel its next wave of expansion.
“For the June quarter, we do expect the majority of iPhones sold in the U.S. will have India as their country of origin.” – Tim Cook
