India supplied 71% of all iPhones sold in the U.S. market between April and June, up from 31% a year earlier, driven by a corresponding decline in shipments from China, according to Counterpoint Research.

"Making supply chain adjustments, particularly with new iPhone models nearing release, is unlikely due to the complex factors involved. It is expected to be business as usual, especially with a resilient supply chain like Apple," said Tarun Pathak, a research director at Counterpoint.