Almost all iPhone 16 models exported from India between March and May went directly to the United States. Apple has reportedly worked behind the scenes to speed up the process by lobbying airport authorities to reduce customs delays. This maneuver helps the company avoid hefty tariff rates imposed on products coming from China, a strategic move in response to the high demand for iPhones in the U.S. 
market. Shockingly, 97% of all exported iPhones during this period were destined for the States.
For context, Apple’s iPhone shipments from India to the U.S. totaled a staggering $4.4 billion in just five months, while the entire year of 2024 only saw $3.7 billion in exports. This dramatic uptick in shipments highlights the growing importance of India in Apple’s global supply chain.
In an effort to streamline the process, Apple has allegedly lobbied for faster clearance at Chennai airport. The result? A wait time of just six hours in customs, far quicker than the usual 30-hour delay. This push for efficiency aligns with Apple’s broader strategy to sidestep China’s tariffs, although it remains to be seen how long this will work, especially with the U.S. president’s call for companies like Apple to bring production back home.
Despite the company’s best efforts to mitigate the impact of tariffs, Apple continues to face pressure. In fact, the company recently airlifted iPhones into the U.S. before new tariff rates were enacted. Meanwhile, rumors suggest Apple may raise iPhone 17 prices due to industry uncertainty, ongoing supply chain challenges, and inflationary pressures.
Apple’s situation is not unique, however. Samsung, its major competitor, moved much of its production out of China years ago but still faces the brunt of these tariffs. Even countries where Samsung manufactures its popular Galaxy S25 series are not immune to new duties. Samsung is even considering turning to Chinese suppliers for OLED displays due to the rising costs of tech advancements.
While Apple may have found a temporary workaround for now, this strategy’s long-term viability is questionable unless there is a significant shift in U.S. tariff policy.