Decline in iPhone shipments from China to the US

() Shipments of iPhones from China to the United States plunged while exports from India saw a sharp increase.

Data from Canalys shows that U.S. iPhones shipped from India reached approximately 3 million in April, while shipments from China fell 76% from last year to 900,000.

The surge in India comes as President Donald Trump threatened Apple with a 25% tariff on its products if the tech giant didn’t move production to the U.S.

A research analyst with firm Omdia said the latest trade war between China and the U.S. is something that Apple has been preparing itself for as it navigates the steep tariffs on Chinese imports. During the COVID-19 pandemic, Apple began to diversify its supply chain away from China to India.

iPhones imported from China under Trump’s current tariff regime still face an additional 30% duty, whereas the tariff rate is currently 10% for India and other countries.