onsdag 28. mai 2025

India’s iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won’t make further growth easy

Shipments of iPhones from India to the U.S. rose 76% in April year on year, estimates from a technology market analyst firm shows. The surge comes as Apple accelerates its “made in India” plans, which analysts say will meet pushback from President Donald Trump and Beijing.

The data from Canalys, now part of Omdia, showed that U.S. iPhones shipped from India in April reached roughly 3,000,000. That’s a stark contrast to shipments from China over the same period, which fell about 76% from last year to just 900,000.  Omdia says its smartphone estimates incorporate customs records and channel data from iPhone distributors. According to Le Xuan Chiew, a research manager at Omdia, the April numbers show the aggressive measures Apple has taken to adapt to Washington’s tariffs against China, where Apple manufactures most of its iPhones.