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78% of iPhones sold in the US are being made in India despite Trump’s threat to Apple.
India has now become the largest exporter of smartphones to America, leaving behind China. This is an indication that the manufacturing supply chain between tariff war is moving away from China. According to research firm Canalis, Made in India was 44% of the imported smartphones in the US in April-June this year.
India was only 13% in April-June last year. On the other hand, China’s share in the smartphone exported to the US declined to 25% in the June quarter, which was 61% a year ago.
Smartphone manufacturing increased by 240% in a year
Vietnam’s stake in the smartphone exports to the US was also 30% more than China. This is the first time India has sent more smartphones to America than China. According to a canalis report, the manufacturing of smartphones in India has increased by 240% compared to a year ago.
Apple is closing retail stores for the first time in China
Apple has decided to close a retail store for the first time in China. The company announced that Dalian city’s Parkland Mall Store would be closed on 9 August. This step is an important turn for Apple, as China is a big market for Apple. There are 56 stores of Apple in China, which is more than 10% of its total outlets.
India shifting from China getting global manufacturing
Canalis chief analyst Sanyam Chaurasia said that global manufacturing is gradually shifting to India. According to China’s Electronics Manufacturing Company Agelian Technology Executive VC Renod Anjorn, many global manufacturing companies are fast shifting to India.
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1. 2.39 million iPhones were made in India this year: 52% more than last year; Trump threatened not to manufacture India in India
78% of iPhones sold in the US are being made in India despite Trump’s threat to Apple. According to market researcher Canalis, between January and June in 2025, India has a 23.9 million (2 crore 39 lakh) iPhone, which is 53% higher than the previous year.
According to research firm Cybermedia Research, the export of iPhone from India (iPhone sent abroad) has also increased to 22.88 million (2 crore 28 lakh) units. Last year, the figure of iPhone manufacturing in India was 15.05 million (1 crore 50 lakh) in the same period (January to June). That is, it has increased by 52% on an annual basis.
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2. Trump told Apple- Do not make an iPhone in India: If you do this, you will impose 25% tariffs
US President Donald Trump has once again threatened Apple for making an iPhone in India. On Friday, Trump said that the iPhone sold in America should be built not in India or any other country, but in America.
Trump said that he has first directly told Apple CEO Tim Cook that if Apple does not make an iPhone in America, then the company will be imposed a tariff of at least 25%. Apple’s stock fell 4% to $ 193 after Trump’s threat.
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3. Apple will close the retail stores in China for the first time: there a total of 56 stores of the company; Now planning to open new stores in India-UAE markets
Tech company Apple has announced the closure of the retail store in China. The company will close its store located in Parkland Mall in Dalian city on 9 August. This is the first time Apple is closing an outlet after opening the first store in China in 2008.
However, the company said it was focusing on maintaining market share in China and opening new stores in markets like India, Saudi Arabia, and UAE.
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