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