Apple and Samsung Eye India as Tariff Shield Against US-China Trade War:

In response to escalating US tariffs on Chinese exports, electronics giants Apple and Samsung are exploring a strategic pivot through India to offset rising costs. With President Donald Trump imposing a fresh 34% duty on Chinese goods—on top of an existing 20% tariff—the total levy now stands at a steep 54%.

These tariffs impact smartphones and other electronic products manufactured in China by companies like Apple and Samsung.

Make in India Strategy Gains Momentum

To limit exposure to the US tariff hikes, Apple and Samsung are accelerating their "Make in India" initiatives. According to a Times of India report dated April 7, India offers a relatively lower export tariff of 26%, making it a more favorable manufacturing destination compared to China or Vietnam.

Apple, the world’s largest electronics brand, has already increased its production capacity in India. Its manufacturing partners, Foxconn and the Tata Group, are ramping up iPhone output for export to the US. Meanwhile, Apple plans to scale back its shipments from China, redirecting Chinese-made iPhones to non-US markets including Europe, Asia, and Latin America.

Samsung Considers Diversification From Vietnam

Samsung, which operates a major manufacturing facility in Noida, India, is also reassessing its export strategy. With its Vietnamese exports currently valued at $55 billion, the company is evaluating temporary alternatives until Vietnam negotiates new trade terms with the US.

India may serve as a crucial stopgap in Samsung’s supply chain restructuring, especially under the current tariff conditions.