Apple Inc. exported iPhones worth greater than ₹1.5 trillion ($17.4 billion) from India in the monetary yr ending March 2025, in line with India’s Minister for Electronics and Data Expertise, Ashwini Vaishnaw. The announcement highlights the US tech big’s accelerating shift away from China and in direction of India as a producing base.
India’s complete smartphone exports surpassed ₹2 trillion throughout the identical interval, marking a major 54 per cent year-on-year improve, Vaishnaw stated throughout a media briefing in the capital.
Apple’s rising footprint in India
Apple’s rising footprint in India follows the extreme disruption to its manufacturing operations in China brought on by stringent Covid-related lockdowns. The corporate has since stepped up efforts to diversify its manufacturing line.
Main Apple suppliers similar to Foxconn and the Tata Group have been ramping up native manufacturing capabilities. Tata’s electronics arm has acquired services beforehand owned by Wistron and Pegatron, additional cementing its function in Apple’s India technique.
In the meantime, geopolitical tensions and commerce coverage adjustments are including urgency to Apple’s diversification plans. US President Donald Trump’s tariffs on Chinese language items—and the specter of extra levies as excessive as 50 per cent—are nudging multinational corporations like Apple to scale back their reliance on Chinese language factories. Whereas Apple is predicted to proceed transferring components of its provide chain to India and Southeast Asia, analysts say a full relocation away from China stays unlikely in the close to time period.
Stories recommend Apple has been rising its Indian output for the US market, anticipating tariff hikes and adjusting its stock technique accordingly. Notably, the US is predicted to impose a reciprocal tariff of round 27 per cent on Indian items, considerably decrease than the speed on Chinese language imports.
In a dramatic transfer to sidestep recent import duties, Apple has additionally reportedly flew 5 cargo planes full of iPhones and different merchandise from India to the US inside simply three days, in the course of the last week of March, reportedThe Instances of India (TOI).
In accordance with a senior Indian official chatting with TOI, the urgency was pushed by a brand new 10 per cent reciprocal tariff launched by the Trump administration, which got here into impact on 5 April.
(With inputs from Bloomberg)
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