India, April 28 -- If Apple's manufacturing partners in India are able to pull this off, it'll be nothing short of a coup. There are suggestions that Apple intends to shift manufacturing of all US-bound iPhones from China to India in its entirety. That means, around 60 million more iPhones may be made in India, destined specifically for the US - this in addition to iPhones already made here for domestic consumption, and exports.

There are three distinct yet overlapping pieces that need to come together. The current iPhone manufacturing capacity in India with headroom for increasing local consumption as well as an upward export trajectory, investments lined up by Apple and their partners Foxconn as well as Tata Electronics to add more pro...