India sees dramatic rise in iPhone shipments to the U.S
- iPhone shipments from India to the U.S. significantly increased by 76%, reaching 3 million units in April 2025.
- In contrast, shipments from China declined by 76% during the same period, totaling only 900,000 units.
- Experts suggest that while this growth reflects Apple's adaptability, future expansion in India may be hindered by potential protectionist measures.
In April 2025, shipments of iPhones from India to the United States experienced a significant increase of 76%, reaching approximately 3,000,000 units according to Canalys, a technology market analyst firm now part of Omdia. This surge in exports highlights Apple's ongoing efforts to enhance its production capabilities in India amidst the ongoing tensions surrounding tariffs imposed by the Trump administration. In contrast, China's iPhone shipments fell by 76% during the same period, amounting to just 900,000 units, emphasizing a shift in the supply chain dynamics for Apple. The report indicates that analysts anticipate potential challenges for India in expanding its production capacity due to possible protectionist measures from both the U.S. and China. Notably, key figures in the tech industry, including Apple CEO Tim Cook, recognize the importance of aligning production with demand but note the complexities tied to logistics and distribution in different regions. Furthermore, while the initial surge in shipments reflects a strategic move by Apple, experts warn that growth in iPhone exports from India may face hurdles in sustained demand moving forward. Currently, the U.S. has a quarterly iPhone demand estimated at about 20 million, with expectations that India can only match this level by 2026. The production shift to India is viewed as a critical strategy for Apple, as continuous tariffs from the U.S. on products imported from China create an unfavorable environment for production and sales from there. The implications of these changes could redefine Apple's manufacturing and supply chain strategy over the coming years. Beyond the immediate effects on shipping numbers, this transition presents a unique opportunity for India to leverage its growing internal market while positioning itself as an alternative manufacturing hub for major tech companies. Industry analysts believe that India's digital economy is ripe for growth, with its vast middle class offering considerable opportunities for consumption in various sectors, including consumer electronics.