Apple is now exporting more iPhones to the U.S. from India than China for the second month running, a clear sign of shifting production priorities.

Apple (AAPL, Financials) ramped up iPhone shipments from India to the U.S. in April, with exports rising 76% year over year to about 3 million units, according to Omdia. Over the same period, shipments from China fell 76% to 900,

As Apple ramps up its India manufacturing plans, iPhone exports from the country to the US surged 76 per cent (year-on-year) in April, according to a new report. https://t.co/pWw5p9syxS — The Siasat Daily (@TheSiasatDaily) May 28, 2025

Apple reclaimed the top spot in China’s smartphone market last week with a 21.5% market share after introducing rare price cuts of up to US$350 on its iPhones.

When Apple CEO Tim Cook told investors earlier this month that iPhones sold in the US would soon be made in India, the comment shocked the global manufacturing world. After two decades of "Designed in California,

Apple has resisted pressure to make its most important product in the United States since 2016, and instead has moved some production to India.

A US media report says India overtook China as the top manufacturer of iPhones for the US market in the last two months. That reflects the shift in Apple's production to the south Asian nation in response to US tariffs on Chinese imports.

Shipments of iPhones from India to the U.S. rose 76% in April year on year, estimates from a technology market analyst firm shows.

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