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Apple's iPhone exports from India to US jumped 76% in push to avoid China tariffs

1. iPhone shipments from India surged 76% in April, totaling 3 million units. 2. China's iPhone exports fell 76% to 900,000 units amid trade tensions. 3. Trump demands iPhones be made in the US, threatening a 25% tariff. 4. India's manufacturing can't meet US demand of 20 million units until 2026. 5. Foxconn invests $1.5 billion in India, signaling commitment to local production.

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FAQ

Why Bearish?

The shift to India could ultimately limit future growth due to capacity constraints.

How important is it?

The article discusses key supply chain shifts and future growth limitations that directly affect Apple's production capacity.

Why Long Term?

While immediate demand may increase due to tariff avoidance, growth potential in India is limited until 2026.

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