Tariff fears lead to big new record for India-made iPhones

India’s smartphone exports to America have surged to record levels, led by Apple’s iPhone shipments as manufacturers step up production amid fears of tariffs under Donald Trump’s trade policies, latest data showed.

Between April and August 2025, smartphone exports to the US rose 190% to $8.4 billion compared with $2.9 billion in the same period last year, according to data compiled by the Indian Cellular and Electronics Association (ICEA).

This five-month figure alone accounted for nearly 80% of the total $10.6 billion shipped to the US in the entire FY25.