Apple has dramatically increased its iPhone exports from India to the United States, showcasing a significant shift in its manufacturing strategy. April saw a remarkable 76% surge, with 2.9 million iPhones making the journey across the Pacific. This bold move comes despite former President Trump’s pressure to bring production back to the US and underscores Apple’s proactive diversification away from China.

The substantial increase in Indian exports directly contrasts with a reported decline in iPhone shipments from China. This strategic decision by Apple highlights the growing importance of India as a manufacturing hub and suggests a calculated acceptance of potential tariff impacts. While a 25% tariff on iPhones imported from India may seem significant, it clearly hasn’t deterred Apple’s expansion into this vital market.

Analysts interpret this as a key element in Apple’s long-term plan to reduce reliance on a single manufacturing base. The rising geopolitical tensions and manufacturing complexities in China likely accelerated this move, making India an increasingly attractive alternative.