Donald Trump’s proposed “reciprocal tariffs” policy, if implemented in his potential second term, could significantly impact Apple’s supply chain strategy. The policy aims to impose tariffs on countries that levy high duties on American products, potentially disrupting Apple’s reliance on China for manufacturing. Given the geopolitical tensions between the U.S. and China, Apple has already been diversifying its supply chain, expanding operations in India and Vietnam.

India, under the Modi government’s "Make in India" initiative, has been actively positioning itself as an alternative to China. Companies like Foxconn and Pegatron have ramped up iPhone production in India, benefiting from government incentives. If Trump’s tariff policies make Chinese manufacturing costlier, Apple might accelerate its shift to India, boosting local manufacturing, job creation, and investment.

Experts believe this shift could enhance India’s role in the global electronics supply chain. However, challenges remain, including infrastructure gaps and supply chain readiness. The Indian government is keen to address these hurdles, ensuring India becomes a major manufacturing hub. If Apple deepens its commitment to India, it could set a precedent for other tech giants seeking to de-risk their operations from China.