India’s smartphone exports to America have surged to record levels, led by Apple’s iPhone shipments as manufacturers step up production amid fears of tariffs under Donald Trump’s trade policies, latest data showed.
Between April and August 2025, smartphone exports to the US rose 190% to $8.4 billion compared with $2.9 billion in the same period last year, according to data compiled by the Indian Cellular and Electronics Association (ICEA).
This five-month figure alone accounted for nearly 80% of the total $10.6 billion shipped to the US in the entire FY25.
The bulk of this growth has been driven by Apple. In the early months of the year, as debate over potential tariffs gathered pace in Washington, the company accelerated shipments out of India. Production units run by Taiwanese contract manufacturer Foxconn and the Tata Group expanded output to meet rising demand.
In July, Apple chief executive Tim Cook confirmed that most iPhones sold in the US now carry India as their country of origin.
Overall, India exported smartphones worth $11.7 billion (around ₹1 lakh crore) in the first five months of FY26, marking a 55% rise from $7.6 billion during the same period last year.
The US has become the single largest destination, accounting for the majority of shipments.
The smartphone industry’s rapid expansion underscores a broader shift in India’s trade profile, a ToI report said. Over the last five years, the sector has become one of the country’s strongest export performers, aided by the government’s production-linked incentive (PLI) scheme designed to attract global electronics makers.
For India, the numbers highlight more than just growth in exports. They suggest a reordering of global supply chains, with American consumers increasingly dependent on Indian-assembled devices.
For Apple, the move also diversifies manufacturing away from China, a long-standing strategic objective.
Between April and August 2025, smartphone exports to the US rose 190% to $8.4 billion compared with $2.9 billion in the same period last year, according to data compiled by the Indian Cellular and Electronics Association (ICEA).
This five-month figure alone accounted for nearly 80% of the total $10.6 billion shipped to the US in the entire FY25.
The bulk of this growth has been driven by Apple. In the early months of the year, as debate over potential tariffs gathered pace in Washington, the company accelerated shipments out of India. Production units run by Taiwanese contract manufacturer Foxconn and the Tata Group expanded output to meet rising demand.
In July, Apple chief executive Tim Cook confirmed that most iPhones sold in the US now carry India as their country of origin.
Overall, India exported smartphones worth $11.7 billion (around ₹1 lakh crore) in the first five months of FY26, marking a 55% rise from $7.6 billion during the same period last year.
The US has become the single largest destination, accounting for the majority of shipments.
The smartphone industry’s rapid expansion underscores a broader shift in India’s trade profile, a ToI report said. Over the last five years, the sector has become one of the country’s strongest export performers, aided by the government’s production-linked incentive (PLI) scheme designed to attract global electronics makers.
For India, the numbers highlight more than just growth in exports. They suggest a reordering of global supply chains, with American consumers increasingly dependent on Indian-assembled devices.
For Apple, the move also diversifies manufacturing away from China, a long-standing strategic objective.
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