《獨家新聞》由於特朗普關税，鴻海發往美國 iPhone 手機 97% 為印度製造
Due to Trump's tariffs, almost all iPhones exported by Hon Hai from India are sold to the United States, with an export value of USD 3.2 billion from March to May, 97% of which is shipped to the U.S. By 2025, it is expected that iPhones manufactured in India will account for 25%-30% of global shipments
Reuters New Delhi, June 13 - Customs data shows that from March to May this year, Hon Hai Precision Industry Co., Ltd. exported nearly all of its iPhones from India to the United States, a proportion significantly higher than the average level of 50% in 2024. Clearly, Apple is making efforts to avoid the high tariffs imposed by the U.S. on China.
Data first reported by Reuters indicates that Apple has made adjustments, with Indian iPhone exports almost entirely directed towards the U.S. market, whereas the previous sales range was much broader, including countries like the Netherlands, Czech Republic, and the UK.
According to customs commercial data seen by Reuters, Hon Hai exported iPhones worth $3.2 billion from India from March to May, with an average of 97% going to the U.S., compared to an average of only 50.3% in 2024.
The data shows that in May 2025, Hon Hai's iPhone exports to the U.S. were nearly $1 billion, the second highest in history, only behind the record of $1.3 billion set in March.
Neither Apple nor Hon Hai responded to Reuters' request for comment.
In May of this year, U.S. President Trump strongly criticized Apple's move to increase production in India. "We are not interested in your building factories in India. The Indians can take care of themselves; they are doing very well. We want you to build in the U.S.," Trump recalled telling Cook.
From January to May this year, Hon Hai has shipped iPhones worth $4.4 billion from India to the U.S., while the total for the entire year of 2024 is only $3.7 billion.
"We expect that by 2025, iPhones manufactured in India will account for 25%-30% of global shipments, while this proportion will only be 18% in 2024," said Prachir Singh, a senior analyst at Counterpoint Research
