Apple supplier Foxconn sent nearly all (97%) of its iPhones exported from India to the United States between March and May, a dramatic realignment to bypass high U.S. tariffs on Chinese goods. Customs data reported by Reuters shows this is a sharp increase from the 2024 average of just over 50%.

During this three-month period, Foxconn shipped $3.2 billion worth of iPhones from India, with the U.S. as the primary destination. Previously, these exports were more widely distributed to European nations. The strategic shift is already having a major impact: shipments from India to the U.S. in the first five months of this year ($4.4 billion) have already surpassed the total for all of 2024 ($3.7 billion).

This pivot comes as President Trump threatens tariffs of up to 55% on China, while India-made goods face a baseline 10% tariff. Apple’s smaller Indian supplier, Tata Electronics, has also significantly increased its U.S.-bound shipments. Analysts project made-in-India iPhones will account for up to 30% of global shipments in 2025, cementing India’s growing importance in Apple’s supply chain.

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