India has overtaken China to become the largest exporter of iPhones to the United States, marking a major shift in Apple’s global supply chain strategy.

‎

According to new data from research firm Canalys, smartphones assembled in India accounted for 44% of US imports in the quarter ending in June, up from just 13% during the same period last year. China’s share fell sharply from 61% to 25%, while Vietnam ranked second with 30% of the market share.

‎

The change reflects Apple’s accelerated effort to diversify its manufacturing footprint through its so-called “China Plus One” strategy, reducing reliance on China while expanding production in other countries. “Apple has scaled up its production capacity in India over the last several years and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025,” said Sanyam Chaurasia, principal analyst at Canalys.

‎

Apple has significantly ramped up iPhone production in India, including assembly of the latest iPhone 16 models, in a bid to mitigate geopolitical risks and supply chain disruptions. Overall smartphone shipments from India to the US jumped 240% year-over-year in the second quarter, Canalys reported.

‎

The trend is not unique to Apple. Samsung and Motorola have also increased their US-targeted supply from India, although their shifts have been slower and smaller in scale.

‎

Apple’s diversification efforts have drawn scrutiny from the Trump administration, which has been pressuring US tech companies to build more products domestically. In May, President Donald Trump threatened to impose a 25% tariff on iPhones manufactured in India or other countries, aiming to push Apple into expanding production in the United States.

‎

“Going back to the first Trump term, Tim Cook has continually asked for more time in order to move his factories out of China,” White House trade adviser Peter Navarro said earlier this month. “My problem with Tim Cook is he never takes the steps to actually do that.”

‎

Despite the political pressure, Apple remains heavily dependent on Chinese manufacturing hubs, particularly for components used in premium models such as the iPhone Pro. However, CEO Tim Cook has signalled that the company expects “the majority of iPhones sold in the US will have India as their country of origin” for the quarter ending in June.

‎

Apple’s pivot is seen as a major win for India as it positions itself as a key player in global electronics manufacturing, while China faces the prospect of losing its long-standing dominance in Apple’s supply chain.

‎