Will the Majority of iPhones Sold in the US This June Come from India?
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Synopsis
According to Apple CEO Tim Cook, during the June quarter, India is expected to be the main source of iPhones sold in the US, marking a significant shift in Apple's supply chain strategy. This change is part of a broader effort to reduce dependency on China.
Key Takeaways
- India is set to be the main source of iPhones sold in the US during the June quarter.
- Apple is diversifying its supply chain away from China.
- Most iPads, Macs, and other products will be sourced from Vietnam.
- US tariffs are expected to cost Apple $900 million this quarter.
- Apple's iOS 18.4 introduces features for multiple languages.
New Delhi, May 2 (NationPress) India is poised to become the primary source for the majority of iPhones sold in the United States during the June quarter, according to CEO Tim Cook, as Apple shifts its supply chain strategy away from China.
In a call with analysts following the impressive results of the March quarter, Cook noted that the tariffs currently affecting Apple products are determined by their country of origin.
“For June, we anticipate that most of the iPhones sold in the US will be sourced from India, while Vietnam will be the origin for nearly all iPads, Macs, Apple Watches, and AirPods sold in the US,” stated the Apple CEO during the quarterly earnings briefing.
He further remarked that China would remain the origin for a significant portion of total product sales outside the US.
“To provide transparency, the majority of our products, including iPhone, Mac, iPad, Apple Watch, and Vision Pro, are currently exempt from the global reciprocal tariffs announced in April,” Cook added.
Apple forecasts that US tariffs will lead to a loss of approximately $900 million in the current quarter (April-June), although their impact has been relatively “limited” at the start of the year.
“We predict that unless there are changes to the current global tariff rates, this quarter will cost us around $900 million. However, forecasting production mixes in the future is challenging,” Cook stated.
“The precise effect of tariffs is difficult to estimate due to uncertainties surrounding potential future actions before this quarter concludes,” he elaborated.
For the calendar year 2025, Apple plans to procure over 19 billion chips from various states, including tens of millions of advanced chips produced in Arizona this year.
“We have just launched iOS 18.4, which introduces Apple intelligence in more languages, including French, German, Italian, Portuguese, Spanish, Japanese, Korean, and simplified Chinese, as well as localized English for Singapore and India,” Cook concluded.
Point of View
This strategic pivot by Apple not only highlights the growing importance of India as a manufacturing hub but also reflects broader shifts in global supply chains, driven by geopolitical factors. As India positions itself as a key player in technology manufacturing, it could have significant implications for both economies.
NationPress
17/06/2025
Frequently Asked Questions
Why is Apple moving production to India?
Apple is shifting production to India to diversify its supply chain and reduce dependency on China amid ongoing tariffs and geopolitical tensions.
What products will be sourced from Vietnam?
Vietnam is expected to be the origin for nearly all iPads, Macs, Apple Watches, and AirPods sold in the US.
How much will US tariffs cost Apple this quarter?
Apple anticipates that US tariffs will result in costs of approximately $900 million in the current quarter.
What new features does iOS 18.4 introduce?
iOS 18.4 brings Apple intelligence to more languages, including French, German, Italian, Portuguese, Spanish, Japanese, Korean, and simplified Chinese.
How many chips does Apple plan to source in 2025?
Apple expects to source more than 19 billion chips from various states in the US by 2025.
