Overview

• Apple's suppliers Foxconn and Tata Electronics exported iPhones worth nearly $2 billion from India to the United States in March 2025, marking an all-time high for a single month.
• Foxconn shipped $1.31 billion worth of iPhones, while Tata contributed $612 million, with shipments including iPhone 13, 14, 15, 16, and 16e models.
• To avoid the impact of a 26% U.S. tariff on Indian imports, Apple airlifted 600 tons of iPhones using six cargo jets from Chennai, reducing customs clearance times from 30 hours to six.
• The U.S. administration later paused most tariffs for three months, excluding those on China, but uncertainty over long-term trade policies continues to pressure Apple's supply chain strategies.
• Apple's move reflects its broader effort to diversify production away from China, with India playing an increasingly significant role in its global supply chain.