Currently, China dominates global phone production, accounting for 76.6% of the total supply. Vietnam contributes 9.9%, India 8.4%, and South Korea 1.2 per cent.
According to S&P Global Market Intelligence, 81.9% of iPhones exported from India between December 2024 and February 2025 were shipped to the U.S.
In March 2025, that figure surged to 97.6% following a 219% jump in exports — likely a result of Apple expediting shipments to get ahead of expected U.S. tariffs.
The spike in Indian-made iPhone shipments to the U.S. in the June quarter is also attributed to Apple airlifting around 1.5 million units before the announcement of reciprocal tariffs by the U.S. President.
According to sources, Apple took proactive steps to avoid the impending tariffs by transporting approximately 600 tons of iPhones from India.
Since March, six cargo jets, each with a capacity of 100 tons, have flown this route, including one flight departing recently.
Meanwhile, Apple sold 75.9 million iPhones in the U.S. in 2024.
In March alone, exports from India amounted to about 3.1 million units.
Cook also highlighted record sales across several countries and regions, including India, and announced that Apple will open new retail stores in India later this year.
Apple began producing iPhones in India through contract manufacturers in 2017, initially focusing on basic models, and started assembling Pro models in 2022.
According to available data, Apple assembled $22 billion worth of iPhones in India in FY 2024–25, marking a 60% increase from the previous year. As a result, India now produces 20% of Apple’s total iPhones, or one in every five devices.