Apple exports 2.9 million iPhones from India to US, China sees big fall: How and why 25% tariff threat may not solve Trump’s ‘little problem’ with Apple

Apple’s iPhone shipments from India to the United States soared 76% in April 2025, reaching 3 million devices as the tech giant accelerates its manufacturing shift away from China, a move that has created what President Donald Trump calls his “little problem” with Apple CEO Tim Cook. The surge comes as Trump pressures Apple to abandon its Indian expansion and bring iPhone production to American soil instead, threatening a 25% tariff on all iPhones not manufactured domestically.Data from technology analyst firm Omdia shows a dramatic reversal in Apple’s supply chain, with iPhone shipments from China to the US plummeting 76% to just 900,000 units over the same period. The shift represents Apple’s strategic response to Trump’s tariff policies, which impose a 30% duty on Chinese-made iPhones while maintaining a baseline 10% rate for other countries including India.