Apple Boosts India iPhone Exports Amid US Tariffs

Apple has sharply increased iPhone exports from India to the United States, with 97% of Foxconn-assembled iPhones shipped from India to the US between March and May 2025, compared to about 50% in 2024. This surge responds to escalating US tariffs on Chinese-made goods, a policy continued and potentially intensified by the Biden administration. In May 2025 alone, Indian-assembled iPhone exports to the US reached nearly $1 billion. India's rise as a global electronics manufacturing hub is supported by government incentives and improved local capabilities, leading analysts to project that 25%-30% of iPhones will be made in India by the end of 2025. Former President Trump has criticized Apple's reliance on foreign manufacturing and threatened further tariffs on non-US-made iPhones. Experts caution that relocating production is complex and that shifting to US manufacturing would substantially increase consumer costs.