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US tariffs: how Trump’s tax is hitting Big Tech and beyond

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Chinese iPhone exports to the US are way, way down.

Shipments dropped 76 percent in April 2025 compared to the year before, as those from India grew by the same percentage, according to new figures from Omdia. April’s figures are low overall, but skewed by March’s efforts to rush 600 tons of product into the US before tariffs hit.

The big question is if Apple will keep prioritizing Indian-made iPhones now that Trump has threatened fresh tariffs on all phones that aren’t made in the USA.

Image: CNBC / Omdia
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