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.
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.
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.
"This latest trade war with China, is the type of disturbance that Apple has long been trying to prepare itself for," he said, adding that the country had first started investing heavily into supply chains in India during the Covid-19 pandemic.
India also surpassed China in iPhone shipments to the United States in March, according to Omdia's estimates. The uptick came ahead of Trump's first iteration of "reciprocal tariffs" on April 2. The amount of shipments that month was unusually high and appeared to be the result of the company's stockpiling, according to Chiew.