Apple has reportedly shifted nearly all India-made iPhone exports to the U.S. in 2025 to avoid Chinese tariffs. Customs data shows a sharp realignment of Apples supply chain strategy.

With more than 60 million iPhones sold in the U.S. each year, Apple’s dependence on Chinese manufacturing had left it vulnerable to substantial price increases. The redirection of its export pipeline through India is aimed at shielding American consumers—and Apple’s margins—from the full impact of these tariffs.

Apple has enlisted Tata Group to manage iPhone and MacBook repairs in India, indicating a growing role for the conglomerate in Apple's supply chain.