Apple plans to move all assembly of iPhones sold in the US to India as early as next year, per sources cited by the Financial Times.

The move marks a major pivot from China, driven by Trump’s intensifying trade war.

For years, Apple’s supply chain was glued to Chinese factories—but rising tariffs and geopolitical risk are forcing a realignment.

India, with its rising industrial base and warm U.S. ties, is the big winner.