Apple Inc., a leading US-based technology company known for its premium electronics and software services, announced that the majority of iPhones sold in the United States during the June 2025 quarter will be manufactured in India. This strategic shift reflects Apple’s response to global tariff uncertainties and its efforts to diversify its supply chain away from China. Vietnam is also emerging as a key production hub for Apple’s iPads, MacBooks, Apple Watches, and AirPods sold in the US.
Apple Inc., the renowned technology giant headquartered in California, United States, announced that most iPhones sold in the US in the upcoming June quarter will originate from India. The move signals a major shift in Apple’s global supply chain strategy amid increasing global tariff challenges and manufacturing diversification efforts.
During the company’s second-quarter earnings call, Apple CEO Tim Cook stated, “For the June quarter, we do expect the majority of iPhones sold in the US will have India as their country of origin.” He also emphasized Vietnam’s growing role in Apple’s supply chain, noting that almost all iPads, MacBooks, Apple Watches, and AirPods sold in the US will be manufactured there.
This announcement comes in light of rising US import tariffs for products sourced from China, where Apple continues to manufacture the majority of its devices for markets outside the US. India and Vietnam are gaining importance in Apple’s production map as geopolitical tensions and economic pressures mount.
According to data from S&P Global Market Intelligence, Indian exports of iPhones to the US surged 219% in March 2025, accounting for 97.6% of Apple’s total phone exports from India. This indicates Apple’s proactive stance in shielding itself from escalating import duties, especially those affecting China-origin products.
Tariffs on Chinese-made goods entering the US are currently at 20%, with some Apple Care and accessory items facing up to 145% due to an additional 125% tariff implemented in April.
While Apple’s overall revenue for the second quarter ending March 29, 2025, rose 5% year-over-year to USD 95.35 billion, the company reported a continued decline in China, with a 2.2% dip in sales to USD 16 billion. Meanwhile, its sales in India and other Asia-Pacific markets increased notably.
Apple’s iPhone revenue decreased by about 2% to USD 46.84 billion, but its Mac and iPad divisions showed growth, and service revenue climbed to USD 26.64 billion. Cook also highlighted upcoming Apple retail expansions in India, the UAE, and Saudi Arabia.
This production shift underscores Apple’s evolving global strategy as it navigates trade policy changes while tapping into India’s growing manufacturing capabilities and market potential.
