---
title: "Apple Ramps Up India Manufacturing As US iPhone Imports Surge 76% In April, While Shipments From China Plunge"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/242149758.md"
description: "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."
datetime: "2025-05-28T08:06:05.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/242149758.md)
  - [en](https://longbridge.com/en/news/242149758.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/242149758.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/242149758.md) | [繁體中文](https://longbridge.com/zh-HK/news/242149758.md)


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

**Apple Inc.** AAPL accelerated its manufacturing pivot from China to India as U.S. iPhone shipments from the country jumped 76% year-over-year in April, reaching 3 million units.

**What Happened:** India’s iPhone exports to the U.S. soared 76% in April compared to the same period last year, according to data from Canalys, now part of Omdia. U.S. iPhone shipments from India reached approximately 3 million units, while Chinese shipments plummeted 76% to just 900,000 units over the same timeframe, reported CNBC.

The surge reflects Apple’s aggressive response to Washington’s tariff policies. iPhones imported from China face an additional 30% duty under current tariffs, while India faces the baseline 10% rate. President **Donald Trump** exempted consumer electronics from reciprocal tariffs on April 11, but maintained pressure on Apple to manufacture domestically.

**Le Xuan Chiew**, Omdia research manager, noted Apple’s preparation for trade disruptions began during the COVID-19 pandemic. The company stockpiled inventory ahead of Trump’s April 2 tariff announcement, contributing to unusually high March shipments.

**Why It Matters:** The shift positions Apple to navigate escalating trade tensions but faces significant challenges. Trump threatened a 25% tariff on all iPhone shipments Friday, demanding domestic manufacturing. **JPMorgan** analyst **Samik Chatterjee** maintains an Overweight rating, stating Apple is “well positioned” to absorb tariff costs through modest price increases of approximately $50 per device.

Apple recently invested $1.5 billion through Foxconn for display module production near Chennai, despite Trump’s criticism of Indian expansion. **Ming-Chi Kuo** argues that absorbing tariffs remains more profitable than U.S. manufacturing relocation.

India contributed 18% of global iPhone production in 2024, projected to reach 32% in 2025, per Counterpoint Research. However, Omdia estimates India won’t match U.S. quarterly demand of 20 million units until 2026.

_Image Via Shutterstock_

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