Apple has airlifted nearly$2 billion worth of iPhones from India to the US, dodging President Trump's looming tariffs with a clever sidestep.
Customs data reveals that in March 2025, Apple's key Indian partners, Foxconn and Tata, shipped a record-breaking haul to ensure the tech giant's shelves stay stocked in one of its biggest markets.
Foxconn, Apple's primary supplier in India, exported$1.31 billion worth of iPhones-models 13, 14, 16, and 16e-in March alone, matching the combined total of January and February.
Tata Electronics wasn't far behind, sending$612 million worth of iPhone 15 and 16 models, a 63% surge from the previous month.
Together, their efforts pushed Foxconn's year-to-date shipments from India to the US to$5.3 billion, a testament to India's growing role as a manufacturing hub amid Apple's pivot away from China.
The operation was a logistical feat, with Apple chartering at least six cargo jets to ferry 600 tons of iPhones from Chennai's air cargo terminal to US cities like Los Angeles, New York, and Chicago, which took the lion's share.
To pull it off, Apple worked with Indian authorities to slash customs clearance times at Chennai airport from 30 hours to just six, ensuring the iPhones beat the tariff clock.
One source described the move as a strategic play to 'beat the tariffs,' a gambit to keep costs down as Trump's trade policies tighten the screws.
Trump's tariffs tell a tale of their own-while April 2025 saw a 26% duty on Indian imports, far lighter than the 100 %+ rates slapped on China, the president later paused most duties except for China's for three months.
Yet, he also granted temporary exemptions for smartphones and electronics from Chinese imports, though he hinted those breaks might not last.
Apple's reliance on India signals a deeper strategy to diversify production and outmanoeuvre the unpredictable winds of US trade policy in a global market fractured by high tax impositions.