The numbers, being reported by Reuters for the primary time, present Apple has realigned its India exports to virtually completely serve the U.S. market, when beforehand the units have been extra extensively distributed to nations together with the Netherlands, the Czech Republic and Britain.
Throughout March-Might, Foxconn exported iPhones value $3.2 billion from India, with a median 97% shipped to the US, in comparison with a 2024 common of fifty.3%, in response to commercially out there customs knowledge seen by Reuters.
India iPhone shipments by Foxconn to the US in Might 2025 have been value almost $1 billion, the second-highest ever after the document $1.3 billion value of units shipped in March, the info confirmed.
Apple and Foxconn didn’t reply to Reuters requests for remark.
U.S. President Donald Trump on Wednesday mentioned China will face 55% tariffs after the 2 nations agreed on a plan, topic to each leaders’ approval, to ease levies that had reached triple digits.
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India is topic, like most U.S buying and selling companions, to a baseline 10% tariff and is attempting to barter an settlement to avert a 26% “reciprocal” levy that Trump introduced after which paused in April. Apple’s elevated manufacturing in India drew a robust rebuke from Trump in Might. “We’re not curious about you constructing in India, India can handle themselves, they’re doing very effectively, we wish you to construct right here,” Trump recalled telling CEO Tim Prepare dinner.
Within the first 5 months of this yr, Foxconn has already despatched iPhones value $4.4 billion to the U.S. from India, in comparison with $3.7 billion in the entire of 2024.
Apple has been taking steps to hurry up manufacturing from India to bypass tariffs, which might make telephones shipped from China to the U.S. far more costly. In March, it chartered planes to move iPhone 13, 14, 16 and 16e fashions value roughly $2 billion to the US.
Apple has additionally lobbied Indian airport authorities to chop the time wanted to clear customs at Chennai airport within the southern state of Tamil Nadu from 30 hours to 6 hours, Reuters has reported. The airport is a key hub for iPhone exports.
“We count on made-in-India iPhones to account for 25% to 30% of worldwide iPhone shipments in 2025, as in comparison with 18% in 2024,” mentioned Prachir Singh, senior analyst at Counterpoint Analysis.
Tata Electronics, the opposite smaller Apple iPhone provider in India, on common shipped almost 86% of its iPhone manufacturing to the U.S. throughout March and April, customs knowledge confirmed. Its Might knowledge was not out there.
The corporate, a part of India’s Tata Group, began exporting iPhones solely in July 2024, and solely 52% of its shipments went to U.S. throughout 2024, the info confirmed.
Tata declined to touch upon the numbers.
Indian Prime Minister Narendra Modi has in recent times promoted India as a smartphone manufacturing hub, however excessive duties on importing cell phone parts in comparison with many different nations means it’s nonetheless costly to provide the units in India.
Apple has traditionally bought greater than 60 million iPhones within the U.S. annually, with roughly 80% made in China.
(Reporting by Aditya Kalra and Munsif Vengattil; Modifying by Kate Mayberry)
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