Apple’s shipments of iPhones from India to the U.S. surged 76% year-on-year in April, reaching around 3 million units, while shipments from China plummeted 76% to 900,000.
According to Omdia, this shift reflects Apple’s aggressive adaptation to U.S. tariffs on Chinese goods. Research manager Le Xuan Chiew noted that Apple’s India expansion began during the Covid-19 pandemic to mitigate future trade disruptions.
India also overtook China in shipments to the U.S. in March, likely due to stockpiling ahead of President Donald Trump’s reciprocal tariffs on April 2.
Although iPhones were later exempted from these tariffs, the trend continued, with Apple CEO Tim Cook reaffirming plans to manufacture most U.S.-sold iPhones in India. Meanwhile, Chinese-made iPhones still face a 30% tariff, compared to 10% for those from India.