iPhone exports from India to US surge 76% in April, but trade policies remain tricky

Exports of iPhones from India to the United States rose by an estimated 76% year-on-year in April, according to new data from technology research firm Canalys, now part of Omdia. The increase comes as Apple shifts more of its final assembly operations to India in response to trade tensions between Washington and Beijing.

Omdia estimates that 3 million iPhones shipped from India to the US in April, compared with just 900,000 units from China—a 76% fall from the previous year. The figures signal a significant rebalancing of Apple’s supply chain,…