US-China trade war: How India turned into America's new iPhone factory; & why tariff threat may not stop it

Apple’s manufacturing partner Foxconn has shifted its focus to India, exporting 97% of its iPhone shipments to the US amid Trump’s trade war with China, with shipments surpassing $4.4 billion in early 2025. Despite Trump’s threats of 25% tariffs on Indian-made iPhones, Apple continues to expand its Indian operations, with expectations that Indian production will account for 25-30% of global shipments by 2025.

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