In a proactive effort to mitigate the impact of impending U.S. tariffs, Apple has airlifted approximately 600 tonnes of iPhones—equating to about 1.5 million units—from India to the United States. This initiative aims to circumvent the steep 125% tariffs imposed on Chinese imports under President Donald Trump's trade policies. By contrast, imports from India face a comparatively lower tariff of 26%, which is currently on hold following a recent 90-day pause announced by the U.S. administration.

Enhancing Production Capabilities in India

To facilitate this large-scale export, Apple significantly boosted its manufacturing operations in India. The company increased production by 20% and initiated Sunday shifts at key Foxconn facilities to meet the heightened demand. Additionally, Apple collaborated with Indian authorities to expedite customs procedures at Chennai airport, successfully reducing clearance times to six hours. This streamlined process mirrors the efficiency of Apple's operations in China.

Surge in U.S.-Bound Shipments

These strategic efforts have led to a substantial rise in shipments destined for the U.S. Foxconn's exports were valued at $770 million in January and $643 million in February, a notable increase from the $110-$331 million range observed in previous months. This surge underscores Apple's growing dependence on Indian manufacturing as part of its broader strategy to diversify production away from China.

Confidentiality and Official Responses

Both Apple and India's aviation ministry have refrained from commenting on the specifics of the airlift operation, which was deliberately kept confidential. This discretion highlights the sensitive nature of Apple's logistical strategies amid evolving global trade dynamics.