Apple posted its highest March-quarter revenue in over two years, hitting $95 billion, as consumers rushed to buy devices ahead of new U.S. tariffs. The revenue spike, a five percent year-over-year increase, reflects growing economic uncertainty tied to the ongoing U.S.-China trade war under President Donald Trump’s tariff policy. American tariffs Apple iPhones supply chain shifts from China to India.
Net income also rose nearly five percent to $24.8 billion. A major sales driver was the iPhone 16e, a lower-end model with limited AI capabilities. It proved especially popular with customers looking to avoid price hikes expected from new import duties in April.
Apple’s financial surge comes as the company shifts its supply chain away from China. Facing potential tariffs of up to 20 percent on Chinese imports and 10 percent on Indian goods, Apple confirmed that most iPhones sold in the U.S. this quarter will be sourced from India. iPads and other devices will increasingly come from Vietnam.
The move signals a major strategic pivot. Apple, long reliant on Chinese manufacturing, is now actively relocating production to avoid tariff penalties. According to Breitbart News, the company has ramped up operations in India through partners such as Tata Electronics and Foxconn.
Apple’s reliance on China has become a liability. The company has seen iPhone sales stall in the Chinese market as local consumers turn to domestic alternatives, a trend fueled by growing anti-U.S. sentiment and the broader trade conflict. Despite a temporary pause on some reciprocal tariffs, Apple remains vulnerable to future duties targeting global tech supply chains.
The Trump administration’s Liberation Day tariffs have already affected tech giants with strong China ties, pushing firms like Apple to speed up decoupling from the communist nation. While the company posted strong short-term results, long-term stability will depend on its ability to diversify away from Chinese dependence.
Apple’s shift away from China is more than a supply chain adjustment—it marks a significant geopolitical realignment for one of America’s most powerful corporations. By leaning into India and Vietnam for manufacturing, Apple is responding directly to the Trump administration’s pressure campaign to reduce dependency on hostile regimes. This pivot could set the stage for broader tech industry decoupling from China, aligning global commerce more closely with American strategic interests.
