Apple Inc. has reached a significant milestone by assembling $22 billion worth of iPhones in India during the fiscal year ending March 2025 (FY25). This marks a 60% increase from the previous year and means that 20% of the world’s iPhones are now made in India — or 1 in every 5 iPhones sold globally.
This strategic shift began gaining traction during the COVID-19 pandemic when China’s strict lockdowns disrupted Apple’s production. Geopolitical tensions and rising tariffs between the U.S. and China further motivated the company to diversify its supply chain. India emerged as an attractive alternative due to its competitive production-linked incentives, growing electronics manufacturing ecosystem, and cost advantages.
Leading this manufacturing push is Foxconn Technology Group, operating from its large facility in Tamil Nadu. Tata Electronics has also become a key player after acquiring Wistron Corp.’s operations and taking over Pegatron’s India business. Together, they now manufacture the entire iPhone lineup in India, including the premium Titanium Pro models.
The numbers are telling: India’s total iPhone production in FY25 reached $22 billion at factory gate value, and exports stood at approximately $17.4 billion. Apple also airlifted 600 tonnes of iPhones from India to the U.S. earlier this year to beat tariff deadlines, highlighting India’s growing role in Apple’s global logistics.
This development aligns with Prime Minister Narendra Modi’s vision to establish India as a global manufacturing hub. The government has recently introduced an additional $2.7 billion in incentives to support electronics and semiconductor production. While Apple’s India footprint is expanding rapidly, experts caution that a full shift from China will take time, as over 200 of Apple’s suppliers are still based there.
Nonetheless, Apple’s manufacturing success in India marks a major shift in global supply chains and reaffirms the country’s rising importance in the global tech industry.
Leave a Reply Cancel reply