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yesterday

Apple Sends 97% of India-Made iPhones to U.S. as Supply Chain Shift Accelerates

Chartering cargo flights to skirt Chinese tariffs, Apple is lobbying Chennai Airport authorities to slash customs clearance times from 30 hours to six hours.

97% of iPhones exported from India went to the US between March and May: Report
An Apple logo is seen at the entrance of an Apple Store in downtown Brussels, Belgium March 10, 2016. REUTERS/Yves Herman
Foxconn logo is seen in this illustration taken, May 2, 2023. REUTERS/Dado Ruvic/Illustration/File Photo
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Overview

  • Foxconn exported $3.2 billion of iPhones from India between March and May 2025, with 97% of units bound for the United States.
  • In the first five months of 2025, Foxconn’s India-to-U.S. shipments reached $4.4 billion, exceeding the total export value for all of 2024.
  • President Trump has threatened 55% tariffs on Chinese imports and publicly rebuked Apple for shifting production to India, urging the company to build domestically.
  • Analysts at Counterpoint Research forecast that India-made iPhones will account for 25–30% of global shipments in 2025, up from 18% in 2024.
  • High import duties on smartphone components continue to pose cost challenges for India’s emerging role as a manufacturing hub.