[CNMO Technology News]Amid the context of the US government’s continuous adjustment of product tariffs, Apple is significantly adjusting its supply chain strategy. The latest news shows that as much as 97% of the iPhones produced in India were exported to the United States between March and May 2025, while this proportion was only 50% in 2024.
According to the latest report by Reuters, the total value of Foxconn’s iPhone exports from India to the United States in the first five months of 2025 has reached about US$4.4 billion, setting an export record of US$1.3 billion in January alone, and slightly fell to less than US$1 billion in May. In contrast, the total value of iPhone exports from India to the United States in 2024 was US$3.7 billion. This growth is closely related to Apple’s continued expansion of production capacity in India and also reflects its priority allocation strategy for US market demand.
It is worth noting that although Trump has publicly asked Apple to “not make it in India”, it is almost impossible for Apple to move iPhone production back to the United States. In addition to the lack of sufficient skilled workers, the U.S. also lacks the supply chain infrastructure needed to produce iPhones on a large scale.
Faced with Trump’s unpredictable tariff policies, Apple has to adopt a more flexible strategy to deal with it. During the earnings call before the end of June this year, Cook said that Apple expected to pay an additional cost of up to $900 million for tariffs, which is based on an estimate without the increase in new tariffs.
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