Apple’s bet on India is paying off handsomely. As the tech giant pivots more of its iPhone manufacturing for the US market away from China and into Indian facilities, export numbers from the country are climbing at a blistering pace.
In April alone, iPhone shipments from India reached a record ₹17,219 crore, more than doubling last year’s figure for the same month, which stood at ₹7,971 crore. This marks a whopping 116% year-on-year growth, according to government filings by Apple’s three contract manufacturers — Foxconn, Wistron (now owned by Tata), and Pegatron.
The sharp spike aligns with comments made by Apple CEO Tim Cook during the company’s second-quarter earnings call, where he confirmed that India will now serve as the primary production hub for the majority of iPhones sold in the US — a first for the Cupertino-based firm.
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This strategic shift is seen as part of Apple’s broader plan to diversify its supply chain, reduce dependence on China, and tap into India’s growing importance in global electronics manufacturing. The push has also been bolstered by the Indian government’s Production-Linked Incentive (PLI) scheme, which offers benefits for increasing local output and exports.
India has been ramping up its role in Apple’s global strategy over the past few years, but this latest milestone signals a new level of commitment. With infrastructure being upgraded, vendors scaling up production, and export numbers breaking records, India is fast becoming Apple’s most critical manufacturing outpost outside China.
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And if April’s numbers are any indication, this is just the beginning.