Apple Shifts India iPhone Exports to US
Analysis based on 6 articles · First reported Jun 13, 2025 · Last updated Jun 13, 2025
The market is impacted by Apple Inc.'s strategic shift to export nearly all India-made iPhones to the United States, aiming to mitigate the effects of US tariffs on Chinese goods. This move benefits Foxconn and Tata Group, increasing their export volumes and potentially boosting India's manufacturing sector, while signaling a recalibration of global supply chains away from China.
Apple Inc. has dramatically reoriented its iPhone export strategy from India, with 97% of iPhones assembled by Foxconn and Tata Group between March and May 2025 now shipped to the United States. This marks a significant increase from the 2024 average of just over 50% and is a direct response to escalating US tariffs on Chinese goods. The shift aims to circumvent steep import duties, with Donald Trump announcing potential 55% tariffs on Chinese products. Apple Inc. has taken measures such as chartering aircraft for rapid shipments and lobbying for faster customs clearance at Chennai Airport. Analysts from Counterpoint Research predict that made-in-India iPhones will account for 25% to 30% of global iPhone shipments in 2025, up from 18% in 2024. While India, promoted by Narendra Modi as a manufacturing hub, faces a standard 10% US import tariff, it is trying to avoid a proposed 26% 'reciprocal' tariff. Donald Trump has also voiced disapproval of Apple Inc.'s manufacturing in India, advocating for domestic production. This strategic pivot highlights a broader recalibration of global supply chains, reducing reliance on China for the US market.
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