Export Shock: India Tops China in iPhone Shipments to the U.S.
India Overtakes China as Top iPhone Exporter to U.S., Despite Trump’s Tariff Warnings
New Delhi: In a major shift in global tech manufacturing dynamics, India has overtaken China as the leading exporter of iPhones to the United States, according to a report by market research firm Omdia.
The report reveals that nearly 3 million iPhones assembled in India were shipped to the U.S. in April, while China’s shipments dropped to just 900,000 units—a staggering 76% decline from previous figures. This milestone highlights India’s growing role as a key manufacturing hub for Apple amid rising geopolitical and trade tensions.
The development, however, unfolds against a backdrop of sharp criticism from U.S. President Donald Trump, who recently warned Apple of a potential 25% tariff on iPhones produced in India or elsewhere outside the U.S.
“Apple has been bracing for trade headwinds for years. The surge in April likely reflects efforts to stockpile ahead of possible tariff hikes,” said Le Xuan Chiew, research manager at Omdia.
Just days ago, Trump publicly objected to Apple CEO Tim Cook’s plans to expand production in India. “I said to him, ‘Tim, we’re treating you well… but now I hear you’re building all over India,’” Trump said during a recent statement. “India has high tariffs—we’re not interested in Apple expanding there if it doesn’t benefit the U.S.”
Apple has been strategically diversifying its supply chain, moving production out of China amid COVID-era disruptions and growing U.S.-China tensions. India, with its expanding manufacturing infrastructure and policy incentives, has emerged as a prime alternative.
While political rhetoric may intensify, industry analysts say the shift in Apple’s production strategy reflects long-term efforts to de-risk its operations and embrace emerging economies like India for future growth.
