Apple says it is shifting production of most iPhones and other devices to be sold in the US away from China, which has been the focus of President Donald Trump's tariffs.
The majority of the iPhones bound for the US market in the coming months will be made in India, while Vietnam will be a major production hub for items like iPads and Apple Watches, chief executive Tim Cook says.
It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump's decision to spare key electronics from the new tariffs.
The Trump administration has repeatedly said it wants Apple to move production to America.
The estimate comes as firms around the world are scrambling to respond to the huge shifts in global trade triggered by Washington's trade policies.
On a call with investors on Thursday to discuss the firm's financial performance, the Apple boss seemed keen to draw attention to its investments in the US.
Mr Cook opened the discussion with a reminder of the company's plans to invest $500bn across several US states over the next four years.
Made in India
He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.
"We do expect the majority of iPhones sold in US will have India as their country of origin," Mr Cook said.
Meanwhile, Vietnam will be the chief manufacturing hub "for almost all iPad, Mac, Apple Watch and AirPods product sold in the US".
China will remain the country of origin for the vast majority of total products sold outside the US, he added.
However moving production lines to India will take time and significant investment, costing billions of dollars.
Shanti Kelemen, chief investment officer at M&G Wealth, told the BBC's Today programme: "There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories.
"Apple have said they want to invest $500bn over the next few years."
Apple shares had plummeted after Trump announced his administration would levy "reciprocal tariffs" on products imported to the United States, with the aim of persuading companies to manufacture more in the US.
But his administration faced significant pressure to moderate its plans. Shortly after the tariffs went into effect, it announced that certain electronics, including phones and computers, would be exempted.
Uncertainty reigns
For now, trade turmoil has left Apple's sales unscathed.
The company said revenues for the first three months of the year rose 5% from the same period last year, to $95.4bn.
