India now leads iPhone exports to the U.S. as trade war reshapes supply chains

Apple is now exporting more iPhones to the U.S. from India than China for the second month running, a clear sign of shifting production priorities.

iPhone 16 lineup

Apple hit a major supply chain milestone in April 2025. For the second consecutive month, more iPhones bound for the U.S. were shipped from India than from China. According to new data from Canalys, shipments from India surged 76% year over year to an estimated three million units.

Shipments from China, by contrast, fell 76% to about 900,000. While the export milestone is a clear shift in Apple’s manufacturing strategy, it comes outside the peak season for Pro iPhone models.

Continue Reading on AppleInsider | Discuss on our Forums