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Investing.com -- Foxconn (SS:601138) has significantly shifted its iPhone export patterns from India, with nearly all devices now heading to the United States between March and May, according to customs data.
This dramatic realignment shows a clear change from the 2024 average when only about 50% of India-made iPhones were shipped to the US market. The shift appears to be part of Apple (NASDAQ:AAPL)’s strategy to avoid high US tariffs imposed on China.
During the March-May period, Foxconn exported iPhones worth $3.2 billion from India, with approximately 97% of these devices shipped to the United States. This represents a substantial increase from the 2024 average of 50.3%.
Previously, India-manufactured iPhones were distributed more broadly to various countries including the Netherlands, the Czech Republic and Britain.
The May 2025 shipments from India to the United States reached nearly $1 billion in value, marking the second-highest monthly total on record. This figure was only surpassed by March’s record shipments worth $1.3 billion.
The export pattern change demonstrates Apple’s apparent efforts to restructure its supply chain in response to trade tensions between the US and China.
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