Overview

• Seventy-one percent of iPhones sold in the US between April and June were made in India, up from 31 percent a year earlier, Counterpoint Research reports.
• President Trump’s 25 percent tariff on Indian goods excludes smartphones and other electronics, keeping immediate import duties at bay.
• Apple incurred roughly $800 million in tariff-related costs in its April–June quarter and projects a $1.1 billion impact in Q4 under current policies.
• Foxconn and Tata’s combined $1.5 billion investments have significantly expanded India’s capacity to produce US-bound iPhones.
• Analysts say the new duties are unlikely to derail Apple’s broader plan to diversify its supply chain away from China.