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Falling China exports signal a major shift in iPhone production & pricing

Tim Cook with short gray hair, wearing glasses and a blue sweater, poses thoughtfully against a dark background.

Tariffs, politics, and shifting priorities are unraveling the iPhone supply chain that once tied the US and China together.

Tim Cook with short gray hair, wearing glasses and a blue sweater, poses thoughtfully against a dark background.
Tim Cook credits India for half of US iPhone sales

In April 2025, China’s smartphone shipments to the United States dropped 72% year over year to $688.5 million, their lowest monthly total since June 2011. That fall significantly outpaced the 21% drop in overall Chinese exports to the US, according to data from China’s General Administration of Customs.

China exported $7.58 billion worth of mobile phones globally in April, meaning less than 10% of that went to the US. The sharp decline speaks to how fast trade policy can redraw long-established shipping routes and production plans.

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Source: https://appleinsider.com/articles/25/05/20/falling-china-exports-signal-a-major-shift-in-iphone-production-pricing?utm_medium=rss

Author: [AppleInsider News]

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