Have iPhone Exports from India to the US Really Surged by 76%?

Click to start listening
Have iPhone Exports from India to the US Really Surged by 76%?

Synopsis

Apple's manufacturing expansion in India has led to a stunning 76% year-on-year increase in iPhone exports to the US, reaching 3 million units in April. This shift reflects strategic planning amid global trade challenges and positions India as a key player in Apple's supply chain strategy.

Key Takeaways

  • 76% year-on-year increase in iPhone exports from India to the US.
  • Nearly 3 million iPhones shipped to the US in April.
  • China's shipments fell to 900,000 units.
  • Apple's strategic planning includes stockpiling ahead of tariffs.
  • India emerges as a critical manufacturing hub for Apple.

New Delhi, May 28 (NationPress) As Apple continues to expand its manufacturing footprint in India, iPhone exports from the nation to the US experienced a remarkable increase of 76 percent (year-on-year) in April, a recent report reveals.

Market research firm Omdia estimates that approximately 3 million iPhones produced in India were dispatched to the US during this period.

In stark contrast, shipments of iPhones from China saw a significant drop of 76 percent, falling to merely 900,000 units.

This development marks the first instance where India has consistently surpassed China in iPhone deliveries to the US market, as reported by CNBC, referencing the data.

“Apple has been strategizing for potential trade disruptions for several years now. The surge in April likely indicates proactive stockpiling ahead of anticipated tariff increases,” stated Le Xuan Chiew, research manager at Omdia, as noted in the report.

The current demand for iPhones in the US stands at around 20 million units per quarter.

Without a fully-integrated supply chain, a US-made Apple iPhone could command an astonishing price of $3,500 (over Rs 2,98,000).

Dan Ives, global head of technology research at Wedbush Securities, recently shared with CNN that the concept of producing iPhones entirely within the US is a “fictional tale.”

Ives further cautioned that attempting to recreate Apple’s intricate Asian supply chain in the US would lead to substantial cost escalations.

Moreover, analysts predict it would take Apple at least three years and an investment of $30 billion to relocate just 10 percent of its supply chain to the US.

Apple CEO Tim Cook remarked during the latest quarterly earnings call that “the majority” of iPhones destined for the US in the June quarter will originate from India.

Former US President Donald Trump had threatened a 50 percent tax on all imports from the EU and a 25 percent tariff on Apple products unless iPhones were manufactured in the US.

However, sources indicate that India’s competitive advantages position it as a favorable destination for tech giants like Apple, which has expressed its commitment to enhance manufacturing in India and support the Make in India initiative.

In recent years, India has emerged as a pivotal hub for Apple’s global supply chain. Leading tech companies recognize the economic benefits of establishing manufacturing operations in the country.

Point of View

The surge in iPhone exports from India highlights the country's growing significance in the global tech landscape. It showcases India's potential as a manufacturing hub, aligning with the government's 'Make in India' initiative. While challenges remain, this growth offers opportunities for economic development and strengthens India's position in the supply chain of major technology companies.
NationPress
11/11/2025

Frequently Asked Questions

What percentage increase was noted in iPhone exports from India to the US?
iPhone exports from India to the US surged by 76 percent in April.
How many iPhones were exported from India to the US in April?
Approximately 3 million India-made iPhones were exported to the US in April.
What was the shipment figure for iPhones from China in April?
Shipments of iPhones from China dropped to just 900,000 units.
What are the anticipated challenges for Apple in US manufacturing?
Replicating Apple’s complex Asian supply chain in the US could lead to massive cost increases.
What does the future hold for Apple's production in India?
India is becoming a key hub for Apple, with the company committed to enhancing local manufacturing.
Nation Press