Overview

• Apple has transported 600 tons of iPhones, equivalent to 1.5 million units, from India to the U.S. since March 2025 to avoid a 125% tariff on Chinese imports.
• The company lobbied for expedited customs clearance at Chennai airport, reducing processing times from 30 hours to 6 hours to facilitate faster shipments.
• Production at Apple’s Indian facilities has been increased by extending operations, including Sunday shifts, at Foxconn plants in Chennai.
• Experts caution that these tariff-driven supply chain changes could result in significant price increases for U.S. consumers, with some models potentially rising by over 40%.
• Despite speculation, analysts assert that large-scale iPhone production in the U.S. remains highly unlikely due to logistical and cost challenges.