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iPhone and Other Smartphone Imports From China Hit Lowest Level Since 2011

  • In April, exports of iPhones and other smartphones from China to the United States dropped sharply, reaching their lowest value since 2011 at just below $700 million, reflecting a 72 percent decrease.
  • The decline stems largely from the ongoing US-China trade war marked by tariffs peaking at 145 percent and disruption of tech supply chains, prompting Apple to shift production.
  • Apple significantly increased its iPhone manufacturing output in India to $22 billion for the fiscal year ending in March, marking an almost 60% rise, and intends to have the majority of iPhones destined for the U.S. Shipped from India by next year.
  • Apple CEO Tim Cook explained that concentrating all supply chain operations in a single location posed significant risks, and emphasized that expanding supply sources and manufacturing activities throughout India is helping to reduce these vulnerabilities.
  • The decline in iPhone shipments highlights the disruption tariffs cause to supply chains, with most iPhones purchased in the U.S. Expected to be manufactured in India as trade tensions continue to escalate.
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MacRumors broke the news in United States on Tuesday, May 20, 2025.
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