The annual output value of iPhones assembled by Apple in India has reached 22 billion US dollars (accounting for 20% of global production), an increase of nearly 60% compared to the previous year, and it has the production capacity for high-end models such as iPhone 16 Pro. Under the pressure of tariffs imposed by the United States on China (Chinese made iPhones face a 125% tariff, while India only faces a 27% tariff), Apple is accelerating the transfer of production capacity to India, with a goal of doubling production to 25-30 million units by 2025 (accounting for over 10% of the world's total), and plans to achieve India assuming 25% -50% of global production capacity by 2027. However, India's current production efficiency is only 60% of China's, with a yield rate of only 85%, and it relies on imported Chinese components, completely replacing China's production capacity still faces technological and supply chain challenges. The future trend conforms to the industrial transfer law mentioned in the catching up economies 1. Labor cost advantage: The labor cost in India is only one-third of that in China and half of that in Vietnam, which conforms to the classic law of industry shifting from high cost areas to low-cost areas. Labor intensive industries, such as iPhone assembly, are taking the lead in relocating to maintain profit margins. 2. Industry lifecycle adaptation: As a mature product, the basic iPhone models (such as iPhone 14) have a high degree of standardization in production technology and are suitable for transfer to regions such as India with weaker technology capabilities but lower costs, which conforms to the law of "mature industry relocation" in product lifecycle theory. 3. Market proximity layout: India is the world's second-largest smartphone market, and Apple has reduced tariffs through local production (Chinese made iPhones exported to the United States face tariffs of 125%, while India only has 27%) and shortened supply chain response times, in line with the logic of "market-oriented transfer"