Highlights
- Tim Cook confirmed that the majority of iPhones sold in the US during Q2 2025 were manufactured in India.
- Vietnam has become the primary manufacturing base for US-bound MacBooks, iPads, and Apple Watches, while China now focuses on non-US markets.
- Apple saw record iPhone sales in India and other emerging markets.
Apple CEO Tim Cook has confirmed that most iPhones sold in the US during the second quarter were manufactured in India. This is despite ongoing criticism from US President Donald Trump over Apple’s shift in production.
Speaking after Apple’s Q2 earnings on July 31, Cook said India has emerged as the key manufacturing hub for iPhones sold in the US, while China now mainly caters to other international markets.
“In terms of the country of origin, it’s the same as I referenced last quarter. There hasn’t been a change to that, which is the vast majority of the iPhone sold in the US or the majority, I should say, have a country of origin of India,” Cook told analysts.
Meanwhile, Vietnam has become the primary base for US-bound production of Apple’s other hardware products like MacBooks, iPads and Apple Watches. “The products for other international countries, the vast majority of them are coming from China,” Cook added.
India – Both A Key Market and Manufacturing Hub for Apple
Cook’s remarks also reflect Apple’s broader strategy to strengthen its presence in India and not just as a production base but also as a growing consumer market. He highlighted that Apple is seeing record-breaking revenue from iPhone sales in India.
“We saw iPhone growth in every geographic segment and double-digit growth in emerging markets including India, the Middle East, South Asia, and Brazil,” Cook said.
Apple has reported a 10% year-over-year increase globally in quarterly revenue, reaching $94 billion. India was among over 25 countries where Apple hit all-time high revenue figures in the June quarter. During the earnings call, Cook also revealed plans to open more Apple Stores across India to further expand its retail presence.
Trump’s Objection to Apple’s India Manufacturing
President Donald Trump has previously expressed his disapproval of Apple manufacturing iPhones in India for US consumers. During a visit to Doha in May this year, Trump remarked, “I had a little problem with Tim Cook… I said to him, my friend, I am treating you very good… but now I hear you are building all over India. I don’t want you building in India.”
Trump has also announced a 25% tariff on imports from India. While electronics like smartphones, laptops, and other consumer tech are currently exempt from these new tariffs, analysts caution that this exemption might not last.
Tim Cook on Tariff Costs and Future Impact
Addressing the financial implications of tariffs, Tim Cook said the company continues to monitor the evolving global trade landsca
“For the June quarter, we incurred approximately $800 million of tariff-related costs. For the September quarter, assuming the current global tariff rates, policies, and applications do not change for the balance of the quarter, and no new tariffs are added, we estimate the impact to add about $1.1 billion to our costs,” Cook explained. He noted these figures could vary based on any changes in tariff policies in the coming months.
FAQs
Q1. Where are most iPhones sold in the US currently manufactured?
Answer. Most iPhones sold in the US during Apple’s Q2 2025 were manufactured in India, as confirmed by CEO Tim Cook. India has become a key production hub for US-bound iPhones.
Q2. Which country is now producing Apple’s other hardware products for the US market?
Answer. Vietnam has taken the lead in manufacturing Apple’s other hardware products such as MacBooks, iPads, and Apple Watches for the US market.
Q3. How are global tariffs affecting Apple’s production costs?
Answer. Apple incurred approximately $800 million in tariff-related costs during the June quarter. For the September quarter, the estimated impact is around $1.1 billion, depending on future changes in global tariff policies.