Apple's shift signals more than just a company pivot; it's a bellwether for the tech industry. If others like Samsung and Google follow suit, India could soon rival China.

In May, 89% of all iPhones made in India were shipped to the U.S., up sharply from 58% a year earlier — a clear reflection of Apple’s strategy to bypass steep U.S. tariffs on Chinese-made products

Apple’s contract manufacturers in India exported over 20.4 million iPhones from January to May 2025, a steep 57% jump from the same 5-month period in 2024.