
According to customs data, nearly all the iPhones exported by Foxconn from India went to the United States between March and May, which is far above the 2024 average of 50%. This is a clear sign of Apple’s efforts to bypass high U.S. tariffs imposed on China. The numbers show Apple has realigned its India exports to almost exclusively serve the U.S. market. Previously, the devices made in India were more widely distributed to countries including the Netherlands, the Czech Republic and Britain.
According to commercially available customs data seen by Reuters, during the March-May period, Foxconn exported iPhones worth $3.2 billion from India, with an average 97% shipped to the United States, compared to a 2024 average of 50.3%.
India iPhone shipments by Foxconn to the United States in May 2025 were worth nearly $1 billion, the second-highest ever after the record $1.3 billion worth of devices shipped in March, the data showed.
U.S. President Donald Trump on Wednesday said China will face 55% tariffs after the two countries agreed on a plan, subject to both leaders' approval, to ease levies that had reached triple digits. India, on the other hand, is subject, like most U.S trading partners, to a baseline 10% tariff and is trying to negotiate an agreement to avert a 26% "reciprocal" levy that Trump announced and then paused in April.
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