"Apple Responds Aggressively to Tariffs"
iPhone Exports from India to U.S. Surge by 76%, Surpassing China Threefold
Last month, iPhone exports from India to the United States surged by 76% year-on-year, exceeding three times the volume of those from China.
According to data from Canalys, a subsidiary of the market research firm Omdia, released on the 27th (local time), shipments of iPhones from India to the United States in April increased by 76% compared to the same period last year. At the beginning of this year, the share of Indian-made iPhones was about half that of Chinese-made ones. However, in April, approximately 3 million iPhones were exported from India, far surpassing the 900,000 units exported from China.
Omdia analyst Le Xuan Chiew explained, "These figures show how aggressively Apple is responding to U.S. tariffs on Chinese products." The Trump administration decided on the 11th of last month to exempt electronic products such as iPhones from reciprocal tariffs, but Chinese-made iPhones are still subject to a 30% tariff, which is higher than the 10% imposed on Indian-made iPhones.
However, Omdia expects that the sharp increase in iPhone exports from India will soon slow down. Analyst Chiew noted, "It will not be easy for India's production capacity to grow fast enough to meet the total U.S. demand." He added, "Quarterly iPhone demand in the U.S. is about 20 million units, and it will likely be 2026 before India can achieve this level of production capacity."
Daniel Newman, CEO and chief analyst at research firm Futurum Group, also stated, "Apple's expansion of production in India does not align with the tariff objectives of the Trump administration." On the 16th, President Trump warned that "iPhones sold in the United States should be made in the U.S., not in India or other countries," and indicated that he could impose an additional 25% tariff on imported iPhones.
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