Archive · 1 Aug 2025
Apple Sees Sales Surge in India, Faces Tariff Costs
Apple is doing well in many places, especially in India where sales grew a lot.
They sold a lot more iPhones, especially the new iPhone 16.
However, they're still spending a lot on tariffs, taxes on things they bring in.
They spent $800 million last quarter, and expect to spend more soon.
Apple is trying to handle this by making more products in the US and other places.
Apple reported record revenue growth in India and other markets.
iPhone 16 sales drove a 14% year-over-year increase in iPhone revenue.
Apple's growth in India surged 60% year-over-year in Q2 2025.
Apple anticipates $1.1 billion in tariff-related costs for the September quarter.
The majority of iPhones sold in the US come from India.
- Who
- Apple
- What
- Apple's revenue increased overall, but faces tariff costs.
- When
- June and September quarters of 2025
- Where
- India, the US, and other markets.
- Why
- To manage tariffs and optimize its supply chain.
Apple
US Government
Financial Implications
Apple
Minimize impact of tariffs
US Government
High Tariff Costs
- India Revenue Growth (Q2 2025)
- 60%
- iPhone Revenue YoY Growth
- 14%
- June Quarter Tariff Costs
- $800 million
- September Quarter Tariff Estimate
- $1.1 billion
- Total Revenue YoY increase
- 10%
Sources
Vivo leads in volume, iPhone 16 in shipments as India’s smartphone market recovers in Q2 2025: Counterpoint report
Jio’s sustained performance on subscriber metrics bodes well for tariff hikes: Analysts
Apple iPhone Sales See Double-Digit Growth In India, More Retail Stores To Open Later This Year: Tim Cook
iPhone 16 drives Apple’s record revenue in India, sets stage for iPhone 17 launch; new Apple Stores to open soon
Apple rings up over three years of record iPhone sales in India
iPhone, Nothing, Lava, Motorola, OnePlus, and Realme Drive Record Growth in India's Smartphone Market in Q2 2025: Counterpoint Research
Top 5 Smartphones to Watch for in August 2025: Google Pixel 10, Vivo V60, and More
Tariffs hit Apple with $800 million in costs June quarter, projects $1.1 billion next quarter
