Apple has sharply increased iPhone exports from India to the U.S., doubling shipment value in April 2025 compared to the same month last year. According to government figures, the total value reached ₹17,219 crore (around $2.03 billion).
This shift reflects Apple’s efforts to reduce reliance on Chinese factories. The company is responding to rising U.S. trade barriers and ongoing geopolitical tensions. By moving more production to India, Apple avoids new tariffs while strengthening supply chain resilience.
Most U.S. iPhones Now Come from India
Apple CEO Tim Cook confirmed that over 50% of iPhones sold in the U.S. during Q2 2025 were made in India. Data from The Times of India shows a steep rise in India-to-U.S. exports: in March, 97.6% of India’s iPhone shipments went to the U.S., up from 81.9% in January.
Apple’s contract manufacturers, including Foxconn and Tata, have expanded local operations to meet growing demand. These partners are building new facilities across India, aiming to support full-scale production of the iPhone 18 for the U.S. market by late 2026.
Apple’s Long-Term Plan for Supply Chain Diversification
This move isn’t just about avoiding current tariffs. Apple is investing in India as a core part of its global strategy. Even though the U.S. government offered temporary tariff relief on some Chinese goods, Apple continues to push forward with its India expansion.
The company sees India as more than a backup—it’s building a robust, long-term production base. With new factories, growing exports, and government support, Apple is shaping India into a key player in its supply chain.
