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A man who saw using his phone next to the iPhone 16 models held at the Apple store in Bandra Kurla (BKC) in Mumbai.
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It is estimated that the dispatch of iPhones from India to the United States increased by 76% a year, according to technology analysts. Spla the comes when Apple accelerates its “made in India”, which, according to analysts, will meet with the retreat of President Donald Trump and Beijing.
CANALYS data, which are now part of OMDIA, have shown that American iPhones sent from India in April reached approximately 3,000,000. This is a sharp contrast from China’s supplies over the same period that decreased by about 76% from last year to only 900,000.
According to Le Xuan Chiew, OMDIA research heads, April numbers show the aggressive measures that Apple has taken to adapt to the fares on Washington vs China where Apple produces most of its iPhones.
“This latest trade war with China is the type of indignation, which Apple has long tried to prepare for itself,” he said, adding that the country first started investing large funds on the supply network during the Covid-19 pandemic pandemic.
OMDIA estimates that India also surpassed China in the US iPhone supplies. On April 2 as a result of Trump’s first iteration “Mutual Tariffs”. The amount of supplies this month was unusually high and appears to be the result of the company’s reserves, Chiew reports.
Trump’s administration’s decision release iPhones and another consumer electronics from its mutual tariffs April 11 did not cancel these trends, and Apple CEO Tim Cook in early May repeated plans For most iPhone, the US will be made in India.
Iphones imported from China according to Trump’s current tariffs still face additional 30% of duties, while the base rate is currently 10% for most other countries, including India.
Plato’s height?
While the jump in India is sending to the iPhone in March and April showed the adaptation of Apple supply chains that it is expected to grow the rest of the year, Chief Omdia reports.
“It is not expected that India’s production potential will grow fast enough to accept all the demand for us. It is too early,” he said, noting that the company recently started deliveries of the most advanced iPhone 16 Pro.
OMDIA estimates that the iPhone demand is about 20 million in a quarter, and India is expected to only meet this level by 2026.
Meanwhile, Daniel Newman, CEO and Chief Analyst at the Futurum Group Research Firm, noted that the shipment numbers reflect the final assembly, but do not represent the entire supply network and production process.
“In fact, it was a very low rise for them more and more final meetings from China to India,” he said, adding that the vast majority of the fermentation remains in China.
Retreat from Washington and Beijing
Analysts point out that India’s ability to expand the iPhone capacity can be restrained by protectionist measures from Washington and Beijing, which have Apple’s reaction problems.
According to Newman, while this is a smart thing for Apple, it also plays a “dangerous game” with Trump because it does not meet the tariffs for its administration.
On Friday, Trump threatened to hit 25% tariff for all iPhone deliveries in a social media report, emphasizing that the iPhones are being sold in the US produced and built at the domestic level: “Not India or other place.”
China, for its part, is not expected to alleviate diversification by the country, said Newman, adding that the company has served a trading effect for Beijing.
According to reports From local outlets in India, Beijing has tried to make the country more difficult to access high -tech machines and talents from China necessary to further support Apple suppliers in India.
Dan Ius, Global Technological Research Head of Wedbush Securities, said CNBC that India’s Apple plans would present some issues regarding logistics, distribution and navigation on complex supplies in the country. However, India is expected to remain “life raft” for Apple in the tariff situation.
“The production of iPhones in the US is a fairy tale in our view, and Apple will continue to plow forward along the India’s way. Cook will look for negotiations with Trump, but India is the focus and does not change.”
