India has also become the world’s second-largest smartphone market after China, measured by volume. The production increase by Apple’s suppliers Foxconn and Tata Electronics in southern India has been the biggest success of Modi’s “Make in India” drive to create more manufacturing jobs in the world’s most populous country.

Foxconn’s announcement marks the latest in a series of major bets on India, where Apple now produces over half the iPhones it sells in the U.S., according to analysts. CEO Tim Cook has reportedly signaled that output from India could rise another 65% by fall. The trend is unmistakable—and unlikely to reverse.

Apple supplier Foxconn will invest $1.5 billion in its India unit, the company said in a filing, as the iPhone maker shifts more manufacturing out of tariff-hit China. Foxconn's Singapore-based subsidiary will buy 12.