Apple airlifted iPhones worth a record $2 billion from India

In March 2025, Apple executed a record-breaking airlift of iPhones worth $2 billion from India to the United States. This strategic move was prompted by the impending imposition of a 26% tariff on Indian imports under President Donald Trump’s trade policies. To circumvent these tariffs and maintain its supply chain efficiency, Apple coordinated with its key Indian suppliers, Foxconn and Tata Electronics, to expedite exports.​

Foxconn, a major manufacturing partner, shipped $1.31 billion worth of iPhones in March—the highest monthly export value in its history. Tata Electronics, which had recently acquired Wistron’s assembly unit in Karnataka, contributed $612 million in iPhone exports during the same period, marking a 63% increase from the previous month. These efforts were facilitated by the use of at least six cargo jets operating from Chennai to various U.S. cities, including Chicago. Additionally, Apple lobbied Indian authorities to expedite customs clearance processes, ensuring timely shipments.

This surge in exports is part of Apple’s broader strategy to diversify its manufacturing base and reduce reliance on China. In the first half of fiscal year 2024, Apple exported nearly $6 billion worth of iPhones from India, with Foxconn accounting for approximately half of that figure. The Tata Group, now the first Indian assembler of iPhones, exported about $1.7 billion worth of iPhones during the same period . These figures underscore India’s growing role in Apple’s global supply chain.​

The Indian government’s Production-Linked Incentive (PLI) scheme has played a crucial role in attracting companies like Apple to invest in local manufacturing. The scheme offers financial incentives to boost domestic production and exports, contributing to India’s emergence as a significant player in the global electronics manufacturing sector .​

Looking ahead, Apple’s commitment to expanding its manufacturing footprint in India is evident. The company plans to increase its production capacity and explore new retail opportunities within the country. This expansion aligns with Apple’s objective to mitigate geopolitical risks and capitalize on India’s burgeoning consumer market.​

In summary, Apple’s strategic airlift of iPhones from India highlights the company’s proactive approach to navigating trade challenges and underscores India’s pivotal role in Apple’s global manufacturing strategy. As Apple continues to bolster its presence in India, the nation’s significance in the global electronics supply chain is poised to grow even further.