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 Inc. (AAPL) is redirecting its iPhone export strategy by leaning heavily on India-based manufacturing, with the majority of devices now being shipped directly to the United States. A Reuters report stated that between March and May 2025,