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Apple's shift from China: India's iPhone exports zoomed 116% in April

In preparation for global tariffs, Apple has been steadily increasing exports since December 2024, peaking in March as reciprocal tariffs came into play

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The shift of iPhone exports to the US from China to India has been driven by the sharp difference in tariffs imposed on the two countries | Image: Bloomberg

Surajeet Das Gupta New Delhi
With the shift of iPhone assembly for the US market from China to India, Apple Inc saw a massive increase in its exports from India in April, which clocked over ₹17,219 crore, according to reports filed by the company’s three vendors with the government. This represents a staggering 116 per cent jump in iPhone exports compared to the same month last year, when it hit ₹7,971 crore.
 
The numbers are consistent with the announcement during its second-quarter earnings call hosted by Chief Executive Officer Tim Cook, wherein Apple said that starting this quarter, a majority of the iPhones for the