Overview
- Apple's India-based suppliers, Foxconn and Tata Electronics, shipped $2 billion worth of iPhones to the U.S. in March 2025, marking a record high.
- Foxconn accounted for $1.31 billion of the shipments, matching its combined exports for January and February, while Tata Electronics contributed $612 million, a 63% monthly increase.
- To expedite delivery, Apple airlifted 600 tons of iPhones using six cargo jets from Chennai, reducing customs clearance times from 30 hours to six hours.
- The operation aimed to mitigate the impact of President Trump's impending tariffs, with Indian imports facing a 26% duty compared to over 100% for Chinese goods.
- This milestone underscores Apple's strategic diversification of its supply chain to India, leveraging lower tariffs and robust infrastructure to stabilize costs and reduce reliance on China.