Industrial policy and supply chains
2026-04-26
10 minute read
10 sources
Apple in 2026: India at Seventeen Percent, Vietnam Adding Modules, China Still the Anchor
Apple is rewiring the largest consumer hardware supply chain in history around a CN+1+2 framework, with India absorbing iPhone share, Vietnam absorbing AirPods and Mac, and China still holding the engineering depth that no other geography can replicate inside three years.
Apple's manufacturing footprint in 2026 sits at an inflection point. India produced an estimated 17 to 22 percent of global iPhones in fiscal year 2025, with Foxconn Sriperumbudur, Tata Karnataka (the former Wistron and Pegatron Chennai plants), and Foxconn Hyderabad anchoring the buildout. Vietnam now hosts the bulk of AirPods, a growing...