Export iPhone, smartphones, tablets, laptops from India to USA will be cheaper by 20% compared to those sent from China after exceptions provided by Trump administration, said on Sunday, April 13, 2025 | Photo Credit: Getty Images
Export iPhone, smartphones, tablets, laptops from India to USA will be cheaper by 20% compared to those sent from China after exceptions provided by Trump administration, said the ICEA industrial body on Sunday (April 13, 2025).
The US government changed its tariff order on Saturday to exempt smartphones, tablets, laptops and some other electronic devices from new taxes.
“China Still Has 20% of iPhones, Laptops, Tablets, and Watches. Only Reciprocal Tariff Has Been Removed for China. India Has Zero Tariff on iPhones and All Smartphones, Laptops and Tablets Exorted to the US Vietnam Also Zero Tariff on All Samsung and Other Smartphones, Laptops and tablets exported to the US So India and Vietnam Are Similarly Placed on Tariffs on These Products and Both Enjoy and 20% of the tariff advantage over China, ”said Icea Pankaj Mohindroo.
The Indian Association of Cell and Electronic Association is represented by the main companies of smartphones and their manufacturers, including Apple, Foxconn, Dixon, etc.
The Apple iPhone ecosystem in India has become the largest job creator in India and is one of the best balanced items from the ground.
According to Icea, in 2024-25, the export of mobile phones from India exceeded the maximum of 2 lakh crore and recorded 55% growth above 1.29 lakh crore recorded in 2023-24.
Union Minister Ashwini Vaishnaw said the iPhone phones were 1.5 Lakh Crore in the smartphone segment.
The reciprocal tariff regime announced by US President Donald Trump has raised concerns about Apple’s production plan in China and India.
In the relief of this industry, however, the Trump administration on Saturday (according to Indian standard time) said it would exclude electronics such as smartphones and laptops from mutual tariffs imposed on China and other countries. This step can help keep prices for popular goods for consumer electronics that usually do not occur in the US
The protection of the US customs and borders said items such as smartphones, laptops, hard drives, flat panel monitors and some chips would be qualified for liberation. Machines used to produce semiconductors are also excluded. This means that the current 145% will not be subject to the tariffs collected in China or 10% of the basic tariffs elsewhere.
“There will be no extraordinary disturbance now. It is time to set up capacity, the long -term trend against China will remain robust. But the incredible shock of the last few weeks is a tectonic event itself and the reworking must happen without spilling too much blood in our category.”
The President of the semiconductor and electronic industry IESA Ashok Chandak said that the recent decision of Trump’s administration to free smartphones, computers and other electronics from mutual tariffs offer significant when perhaps a short-term-free manufacturer for global technology and US consumers in the US in the USA
He said that while this movement signals tactical recalibration rather than a shift in wider business policy, it is a welcome development in terms of mitigating short -term disruption of the supply chain, geopolitical tension and dissatisfaction of the American consumer.
He said the US imported smartphones and computer goods worth over $ 250 billion, of which 30% of which come from China in India, with exports currently at $ 12 billion, still have a significant space for growth ”.
“For Indian companies, it is a vital window for expanding operations, reoriented strategies and strengthening their position in global electronic value chains. To fully realize this potential, India must double the building of long -term and sustainable competitive advantages,” Chandak said.
According to industrial analysts, while exceptions they bring relief to the main technological players, the change in attitude will lead global investors to carve long -term strategy for stability in business and investment, where India currently has the advantage of uncertainty in business relations in the US.
“It is not easy to build such a complex value chain overnight, even for the US that prevailed, indicating the durability we have built in these years. This means that trade as usual for brands such as Apple in India.
Cybermedia Research (CMR), VP – Industrial Research Group, Prabhu RAM, said the exclusion of American tariffs offers early relief for global technology ecosystem and release pressure on the main players, especially Apple, along with Dell, Samsung, TSMC, AMD, NVIDIA and Hardware branch.
“Whether there is an olive branch or a pragmatic reset, movement helps to reduce friction in a highly connected supply chain of global electronics.
The Vice -Chairman of the Research Research Research said that he believed that the transfer of production and supply chains to the US by charging higher tariffs is not practical and again hurts the most valuable American companies such as Apple, Nvidia and others.
“Return back production of smartphones, especially the iPhone, will be a marathon, not a sprint, if the US government seriously about it. And if it really serious, it could mean that there is no time now and need a very different strategy and a multi -annual scheme,” Shah said.
Published – April 13, 2025 21:17
