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

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


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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