He has appeared to use his phone next to the iPhone 16 models at the Apple Store at Bandra Kurla Complex (BKC) in Mumbai.
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The transit of iPhones from India to the US has increased by 76% in April, according to the technology market analyst estimates. Analysts say that the surge comes from speeding up Apple’s “Made in India” projects, which supplies Pushback by President Donald Trump and Beijing.
The data of Canalis, which is now part of the OMDia, has shown that US iPhones transported by India in April have reached approximately 3,000,000. This is the opposite of shipping from China in the same period, reaching only 900,000 since last year.
OMDIA states that its smartphone estimates combine customs records and channel data from the iPhone distributor.
According to OMDIA research manager Le Xuan Chev, April numbers show off the aggressive measures of Apple to adapt to Washington’s tariffs against Washington, where Apple manufactures most of its iPhones.
“This recent trade war with China has long been trying to prepare Apple for itself,” he said, “The country has first started investing in India’s supply chains during the Kovid -19 epidemic.
India’s estimates said India had exceeded China in the iPhone shipping to the United States in March. The ring was ahead of Trump’s “mutual tariff” on April 2. Cheev said the amount of shipments that month was exceptionally increased and was seen as a result of the company’s inventory.
The decision of the Trump administration Exempt iPhones And other customer electronics from his mutual tolls April 11 did not repel those trends, Apple CEO Tim Cook in early May Realizing the plans Most iPhone to get ready in India to sell in the US.
IPhones imported by China under the current tariff of Trump are still facing an additional 30% duties, while the baseline tariff rate is 10% for other countries, including India.
Growth to the plateau?
Although the jump in India’s iPhone in March and April showed the adjustment of Apple’s supply chains, according to OMDia’s Cheev, that growth is expected to slow down the rest of the year.
“India’s production capacity is not expected to grow fast enough to take full demand. It is still early,” he said.
The ONGA estimates that the US iPhone demand is about 20 million a quarter, India is expected to fit only by 2026.
Meanwhile, Daniel Newman, CEO and Principal of the Research Institute Futurum Group, noted that the shipment numbers reflect the final meeting, but not a representative of the entire supply chain and production process.
“More and more to evacuate the final assembly from China to India is a very low lift for them,” he said, and most of the sub-assembly people are still in China.
Pushback from Washington and Beijing
Analysts have said that India’s ability to expand its iPhone can be prevented from Washington and Beijing from defensive measures, both of which have problems with Apple’s tariff.
According to Newman, this is a good thing to do Apple, but it is also playing a “dangerous game” with Trump, as it does not meet the tariffs of their administration.
On Friday, Trump threatened to slap 25% of the tariffs for all iPhone shipping at the social media post, expecting that the iPhones sold in the US would be made domestically, “not India, or not a different place.”
China, for its part, is not expected to make it easier for Apple to be diverse, Newman said that the company has gained trade control.
According to Reports From India’s local stores, Beijing has sought to access high -tech machinery to the country and have tried to enter the talent from China to further support Apple’s suppliers in India.
Don Eve, the global head of the Wedbush Securities, said that Apple’s India plans for the CNBC would pose some challenges about logistics, distribution and complex supply chains in the country. However, it is expected that India will remain “Life Raft” as a “Life Raft” to Apple in a tariff situation.
“Producing iPhones in the US is a fairy tale in our view. Apple will continue to plow in the way of India. Cook Trump looks to negotiate with them but India is concentrated and not changing.”
