With more than 60 million iPhones sold in the U.S. each year, Apple’s dependence on Chinese manufacturing had left it vulnerable to substantial price increases. The redirection of its export pipeline through India is aimed at shielding American consumers—and Apple’s margins—from the full impact of these tariffs.

Apple has reportedly shifted nearly all India-made iPhone exports to the U.S. in 2025 to avoid Chinese tariffs. Customs data shows a sharp realignment of Apples supply chain strategy.

Foxconn's latest customs data confirms that from 1 March to 31 May 2025, an overwhelming 97 per cent of all iPhones assembled in India were destin