Apple Ramps Up India Manufacturing As US iPhone Imports Surge 76% In April, While Shipments From China Plunge

Benzinga
2025.05.28 08:06
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Apple Inc. is shifting its manufacturing focus from China to India, with U.S. iPhone shipments from India rising 76% year-over-year in April, totaling 3 million units. In contrast, shipments from China fell 76% to 900,000 units. This change is a response to U.S. tariffs, as imports from China incur a 30% duty compared to 10% from India. Despite challenges, analysts believe Apple is well-positioned to manage tariff costs. India is expected to increase its share of global iPhone production from 18% in 2024 to 32% in 2025, although it may not meet U.S. demand until 2026.