Apple’s China Reliance: 9 Million iPhones Still Shipped From China to US in FY 2026
Apple continues to rely on Chinese manufacturing despite shifting production to India, with Jefferies analysis revealing 9 million iPhones will ship from China to the US in FY 2026. The tech giant remains exposed to potential tariff increases amid ongoing trade tensions between the US and China.
Apple’s Persistent China Manufacturing Presence
Despite Apple’s strategic shift of iPhone production to India, the company will still maintain significant manufacturing operations in China, according to new analysis from Jefferies. The tech giant’s efforts to de-risk its global supply chain haven’t eliminated its exposure to Chinese manufacturing, with projections showing Apple will ship approximately 9 million iPhone units directly from China to the United States in fiscal year 2026.