Apple's supply chain makeover just gave India a massive win over China

Apple drives India to become biggest smartphone exporter to US. India has overtaken China as the largest smartphone exporter to the United States, driven primarily by Apple’s aggressive shift in its manufacturing strategy. In a significant shake-up of global supply chains, smartphones assembled in India accounted for 44% of US imports in Q2 2025, up from just 13% a year earlier, according to research firm Canalys.  The shift is part of Apple’s broader “China Plus One” strategy, aimed at reducing dependency on Chinese manufacturing amid rising geopolitical tensions and trade risks. The tech giant has rapidly expanded iPhone production in India, with the iPhone 16 now being assembled in the country.  “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 in 2025,” said Sanyam Chaurasia, principal analyst at Canalys.  While Apple continues to rely on China for high-end iPhone Pro model components, the majority of iPhones sold in the US are now made in India. During Apple’s Q1 earnings call, CEO Tim Cook confirmed