New Delhi, May 29, 2025 — In a landmark development amid global tariff tensions, India has surpassed China for the first time as the top exporter of iPhones to the United States. According to latest trade data, India shipped 3.3 million iPhones to the US in April 2025, overtaking China’s 2.9 million units during the same period.
This historic shift is being viewed as a major victory for India's "Make in India" initiative and a significant strategic gain in global electronics manufacturing. Experts cite a combination of factors driving this trend — from shifting geopolitical alliances and trade policies to increased investments by Apple’s suppliers in Indian manufacturing facilities.
Apple’s key manufacturing partner, Foxconn, along with Pegatron and Wistron, has expanded its operations in India over the past two years, particularly in Tamil Nadu and Karnataka. The move comes as part of Apple’s broader strategy to diversify its supply chain and reduce dependence on China amidst ongoing US-China trade tensions.
Industry insiders suggest that the shift could mark the beginning of a long-term change in global tech supply chains, with India poised to play a more dominant role in high-end electronics manufacturing. US-based analysts have termed the surge “a wake-up call” for China, as India gains favor with American tech giants seeking more politically stable and cost-effective production alternatives.
The Indian government welcomed the data as a validation of its manufacturing and export policies. Commerce and Industry Minister Piyush Goyal said, “This is not just about numbers — it’s about trust, capability, and the confidence the world is placing in India.”
As global tech dynamics evolve, India's emergence as a preferred manufacturing hub is expected to bring in more foreign investment, boost employment, and increase its influence in the global digital economy.
Related Topics: Apple Supply Chain, US-China Trade War, Make in India, iPhone Production India, Foxconn India Expansion, Global Manufacturing Shift.
