Apple(US:AAPL) 智通财经网·2025-06-13 06:58Group 1 - Apple's main manufacturing partner, Foxconn, exported 97% of iPhones from India to the US between March and May 2023, significantly higher than the average of 50% in 2024, indicating Apple's efforts to avoid high tariffs imposed by the US on China [1] - During the same period, Foxconn exported iPhones worth $3.2 billion from India, with nearly $1 billion in May alone, following a record $1.3 billion in March. In total, Foxconn exported $4.4 billion worth of iPhones to the US in the first five months of the year, surpassing the projected $3.7 billion for the entire year of 2024 [1] - Apple is accelerating production in India, including airlifting $2 billion worth of iPhone models to the US and lobbying to reduce customs clearance time at Chennai airport from 30 hours to 6 hours, which is a key hub for iPhone exports [1] Group 2 - Counterpoint Research forecasts that by 2025, iPhones manufactured in India will account for 25% to 30% of global iPhone shipments, up from 18% in 2024 [2] - Former US President Trump expressed dissatisfaction with Apple's manufacturing in India, demanding CEO Tim Cook to halt operations there and threatening tariffs on the company [2] - If Trump’s policies are enforced, the cost of "American-made" iPhones could increase significantly, with estimates suggesting a price rise of at least 25%, potentially reaching $3,500, nearly double the current price [2]