Apple(US:AAPL) Hua Er Jie Jian Wen·2025-06-13 05:54Group 1 - Apple's export strategy has shifted significantly, with 97% of iPhones exported from India going to the US, nearly double the previous year's figures [1] - In the first five months of this year, Foxconn exported iPhones worth $4.4 billion from India to the US, surpassing the total of $3.7 billion for the entire year of 2024 [1] - Counterpoint Research predicts that by 2025, iPhones manufactured in India will account for 25% to 30% of global iPhone shipments, up from 18% in 2024 [1] Group 2 - Trump's public criticism of Apple's overseas production strategy has influenced the company's decision to focus on US market exports from India [2] - Apple is taking measures to accelerate iPhone production in India to avoid potential tariffs, including chartering flights to transport $2 billion worth of iPhones to the US [3] - Tata Electronics, another Apple supplier in India, reported that 86% of its iPhone exports were directed to the US during March-April, a significant increase from 52% for the entire year of 2024 [3]