Apple iPhone Exports From India Overtake China

Apple has rapidly shifted iPhone production from China to India, resulting in a 76% year-over-year increase in iPhone exports from India to the U.S. in April 2025, with shipments reaching around 3 million units and surpassing those from China for the first time. Chinese iPhone exports to the U.S. dropped by 76% to 900,000 units, as tariffs on Chinese-made iPhones rose to 30%, while Indian-made iPhones are subject to a 10% baseline tariff. Despite a temporary U.S. tariff exemption for consumer electronics, former President Donald Trump has threatened a 25% tariff on all iPhones not made in America. Apple CEO Tim Cook has stated that most iPhones sold in the U.S. this quarter will be made in India, though analysts warn India's manufacturing capacity cannot yet meet full U.S. demand. Foxconn has invested $1.5 billion in new Indian facilities to support this shift. While Apple's India pivot reduces immediate tariff risks, the sustainability of this strategy remains uncertain due to current production limitations.