Apple CEO confirms most iPhones sold in US in June quarter to come from India

Speaking after the company’s Q2 FY25 quarterly results, CEO Tim Cook confirmed that as Apple reroutes its supply chain away from China, India will be the country of origin for a majority of iPhones sold -- in the June quarter -- in the US. But beyond June, it's not clear how the situation will evolve as the tariff situation remains fluid. Vietnam, meanwhile, will handle most production for iPads, Macs, Apple Watches, and AirPods heading to the U.S.

 “For the June quarter, we do expect the majority of iPhones sold in the US will have India as their country of origin,” Cook said, adding that Vietnam will produce almost all iPads, Mac computers, Apple Watches, and AirPods sold in the US. “China would continue to be the country of origin for the vast majority of total product sales outside the US,” he noted.

The move comes as the American tech giant navigates heightened tariff risks, with a 20 per cent import duty already applied to China-origin products entering the US. Moreover, the additional tariffs announced in the month of April have also raised the levy on certain product categories to at least 145 per cent.

Apple continues to face headwinds in China, where it manufactures the largest volume of iPhones. Sales in Greater China fell 2.2 per cent year-on-year to $16 billion in the March 2025 quarter, marking the seventh consecutive quarter of sales decline in the region.

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