The North News
Chandigarh, May 31
India has overtaken China as the leading exporter of iPhones to the United States, according to a new report by market research firm Omdia — a development that signals a significant shift in Apple’s global supply chain. In April alone, India shipped nearly three million iPhones to the US, while Chinese exports plummeted by 76%, falling to just 900,000 units. The sharp swing is being seen as a response to increasing geopolitical and economic pressure on Apple, as trade tensions between Washington and Beijing continue to mount.
The Omdia report, released this week, comes just days after US media reported that President Donald Trump had warned Apple of a potential 25% tariff on imported iPhones not made on American soil. Trump has also reportedly urged Apple CEO Tim Cook to halt production of devices in India destined for the US market and shift manufacturing back to the United States.
Apple has been steadily expanding its manufacturing footprint in India, working closely with contract manufacturers such as Foxconn and Pegatron, as part of its broader strategy to reduce dependency on China.
Apple has already reassured Indian officials that its manufacturing and investment commitments in the country remain firmly in place, even as Trump renewed calls for the company to halt iPhone production in India and shift operations back to American soil. Besides it, US court has ruled that Trump had overstepped his executive authority by unilaterally imposing sweeping tariffs on imports from multiple trading partners.
Apple has increasingly invested in India in recent years, with its contract manufacturers ramping up local production for both domestic and export markets. Despite political pressure from Washington, the company’s India strategy appears unchanged — for now.
