Overview

• Apple’s suppliers delivered 2.9 million iPhones from India to the US in April, a 76% year-on-year increase, according to Omdia.
• iPhone exports from China to the US fell 76% to 900,000 units in April as Apple scales back reliance on a single production hub.
• Apple is choosing to absorb a potential 25% US tariff rather than move assembly to the US, where higher labor costs and logistics could drive unit prices above $3,000.
• Foxconn’s $1.5 billion expansion of its Chennai plant and a new Karnataka facility set to ship in June aim to boost India’s output.
• Omdia forecasts that expanded capacity from Tata Electronics and Pegatron will enable India to meet about 80% of US iPhone demand by 2026.