Production may shift to India, potentially driving up costs, as these complex devices require advanced components and manufacturing processes that are hard to replicate outside China, the report claims. Why it matters: This year’s rising US-China trade tensions and tariffs create uncertainty in Apple’s supply chain. Shifting production to India may reduce dependency on China but could raise costs and complicate manufacturing. Details: Apple may plan to shift part of its production to India, but manufacturing costs there are 5%–10% higher than in China, Mark Gurman suggested. Gurman said the 20th anniversary iPhone will make greater use of glass, combining the frame and back into a more unified design.