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Apple to shift most US iPhone production to India by 2026 to avoid China tariffs: reports

1. Apple plans to shift iPhone production to India by 2026. 2. Manufacturing costs in India may be 10% higher than in China. 3. Current iPhone production in India could double to over 80 million units. 4. Apple seeks to avoid high tariffs on Chinese imports. 5. Recent tariff talks have temporarily paused existing duties on imports.

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FAQ

Why Bullish?

The shift to India mitigates tariff risks, improving long-term margins. Historically, moves to mitigate such impacts have been well-received by investors.

How important is it?

The article discusses significant changes in Apple's production strategy, crucial for future earnings.

Why Long Term?

This strategic shift is likely to enhance production resilience over years, not immediately.

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